Choosing a Resource

To edit a resource, just click on it. To add a new resource, click on "Add a new resource" at the top of the list.

Editing a Resource

Name

This is the name used throughout ResourcePlanner to identify the resource, and it must be unique. You cannot have a resource and a resource group with the same name.

Group

You can select a resource group, or choose (none) if the resource is not in a group. If you have resource groups, then the Resource View will be sorted by group, otherwise it will be sorted in alphabetical order.

Color

You can choose a color for the resource (you can add more colors to the list in Color keys). If you choose a color, and a job and task do not specify a color, then blocks displaying bookings of this resource will be shown in this color.

Notes

Enter free-form notes here. If you set "Show Notes" in Settings, then the notes will appear in a pop up window when you hover your mouse over a resource in Resource View.

Related contact

If there is a contact (i.e. name, address, phone number, etc.) associated with this resource, then choose it from the drop-down list. You can add more contacts to the list in Contacts. If you choose a related contact, then this contact will automatically be added to the job when you add this resource to a job.

Related resource

If there is a resource which is usually associated with this resource, then choose it from the drop-down list. Whenever you add the current resource to a job, the related resource will automatically be added as well. e.g. If your resources are cars and drivers, and the same driver nearly always drives a particular car, you could choose the driver as a related resource for the car. Then, when you book the car, the driver is booked as well. On the odd occasion when you want to use a different driver (e.g. if the first one is on holiday), you can remove the first one from the job, and add the new one. Notice that you can link any number of resources together this way - e.g. you could link a furniture van to its driver, and link the driver to his assistant - then when you book the van, the driver and assistant would both be added automatically. The links are all one way - adding the car will add the driver, but adding the driver will not add the car (unless, of course, you set up the car as a related resource to the driver as well).

Primary resource

If a job contains a primary resource, and you change the booking date for that resource, then the other booking dates for related resources on that job are adjusted in the same way. This is useful for the car/driver scenario mentioned above - if you make the car a primary resource, then, if you change the date the car is booked, the driver's date will change with it. You can also tell ResourcePlanner to only allow one primary resource per job (in Settings) - this is useful if you want to keep bookings of different cars as separate jobs in the system (e.g. for invoicing purposes).

Track the location of this resource

Tick this box if you want to track the location of this resource.

Update

Pressing this button will write any changed details back to the database, and return you to the previous screen.

Cancel

Pressing this button will discard any changes, and return you to the previous screen.

Apply

Pressing this button will write any changed details back to the database, but leave you in the same screen.

Delete

Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).