Creating a Resource

Creating a Resource

Using the navigation menu on the left select Resources.
Here you can see an overview of all of the resources associated with your organisation.  You can search for specific resources using the filters.  Select Create resource at the top right.
Give the resource a name that accurately reflects what the resource is for.  Complete all other relevant fields.
After completing the template select Save.

Below is a screenshot of the Create Resource template followed by a detailed explanation of each field.




Resource name : Allocate the name of the resource.  This label will be used on the Diary as well.
Description : Enter a description of the resource.
Type : This field is populated from the customisable Resource type list under General Settings.  For a guide on how to manage the different Resource types click here.
Parent resource : This is a list of all resources that have been created and assigned a Resource Type.
Supplier : Here you can search for and select an account that is designated as a supplier.
Quantity : Enter a numeric value.
Unit cost : Set the allocated cost for this resource.
Unit price : Set the allocated price for this resource.
Unit weight : This is useful if the resource requires transporting.  For example a PA system could weigh 40 kg in total meaning special measure may be required for transportation or setup.
Image : You can select an image to attach to this resource.
Show on diary : Ticking this option will display this resources availability and bookings on the diary.
Show on quotes : Ticking this option means that this resource will be displayed on a quote when added to an event.

Was this article helpful?  Let us know by rating the article below!

Updated on: 02/09/2020