📕 Setup - Resource Categories

Resource Categories

Resource categories associate resources to technologies/areas/skill according to the way you want them viewed resource pool.

• Go to the ‘Setup’ menu and click ‘Resource Categories’
• Click ‘Add New’ located in the upper right corner on the “Resource Categories” bar
• Add Category Code
• Add Description
• Select color that will be used to associate in resource pool
• Check Active box
• Click ‘Save’

Setting up your Resource Categories allows you to view all resources from the Main Dispatch Screen.

Here, you can see who is on-site and set resources to available or unavailable.