Link a resource type to a resource so you can filter it in the graphical plan boards. Open Settings and select the option to plan by resource type.

In Rental Management, you can link the resource type to a standard project category. This setup supports automatic hour registration when a resource is planned for a task. This requires the Auto-generate (Hour) parameter to be enabled in the work order settings.


Standard procedure

1. Go to Work order project planning > Setup > Resource type.
2. Click New.
3. In the Resource type field, type a value.
4. In the Description field, type a value.
5. In the Category field, enter or select a value.
6. Click Save.
Related to Notes

Manage resources

 

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