Add a resource
Name the resource, pick its kind and location, and click Add. Skills, calendar and supervisors are optional.
Quick add
- Go to Production › Setup and open the Resources step.
- Click Add Resource.
- Enter the Resource Name, choose the Kind, and check the Capacity.
- Choose the Location.
- Click Add.
Done. The resource appears on the Resources list. Add a rate for it next.
Full guide
On an empty list, click Add Resource in the middle of the screen. A field marked with a red star is required. Click Cancel to leave without saving.
Name, kind and capacity
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Resource Name | Yes | The name your team uses on the floor, such as Lathe 2 or Paint Booth. |
| Kind | Yes | Machine, Work Centre / Facility, Operator / Labour or Tool. |
| Capacity | Yes | How many bookings it can take at once. It starts at 1. Use 3 for a pool of three interchangeable units. It must be above zero. |
| Active | No | Ticked by default: available to be booked. Untick to retire a resource. |
A named employee always means a capacity of 1.
Asset or employee
After you choose a kind, one more field may appear.
Fields in this section
| Field | Applies to | What to enter |
|---|---|---|
| Asset | Machine, Tool | The register entry for this equipment, with its serial number, cost and warranty. Optional. A machine under construction cannot be used until it is capitalized. |
| Employee | Operator / Labour | Search for the person. Optional: for a pool, leave it empty. Employees are added in the admin portal. |
An operator cannot be linked to an asset, and only an operator can name an employee.
Skills
Once you have chosen a kind, Skills appears. Search and pick each skill the resource holds. Only active skills of the same kind are offered. To add a skill that is not in the list yet, use the new skill option in the picker. Remove one with the cross on its chip.
A worker with no skill cannot be credited on piece-rate stages, and a message beside the field says so. See Skills.
Supervisors
Machines and work centres show a Supervisors list of people in your business unit. Tick the people who may report that station's daily production. Leave it empty and anyone with the Daily Production Report right can report.
Location and calendar
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Location | Yes | One of the business unit's active addresses. The schedule groups resources by it. |
| Calendar | No | The shift calendar this resource works to. Leave it empty to follow the default calendar. |
| Notes | No | Anything else your team should know. |
Import many resources
Open Utilities › Bulk Import, pick Resource under Production, and upload a sheet. Locations, skills, assets and employees are matched by name or code. See Bulk Import.
On mobile
Resources has no screen on the phone. Use the web. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
Choose the location this resource sits at
Location is required, because the schedule groups resources by it. Pick one of your active addresses.
Capacity must be greater than zero
Use 1 or more. To stop a resource being booked, untick Active instead.
Only a labour resource can name an employee
Remove the employee, or change the kind to Operator / Labour.
A skill is of a different kind
A resource only holds skills of its own kind. Pick a skill of the same kind, or add one.
Skills do not appear
Choose the Kind first. The list only shows active skills of that kind.