Resource Types

Labour, Materials and Equipment are examples of Resource Types. You pick items from the Resource Types lookup list when creating Job Estimate or defining Global Rates.

Resource Types Screen

1. To open the Resource types, click ‘Resource Types’.
   
   

Create a new resource type

1. To create a new item, click ‘New Type‘.
   
   
   
2. The New Resource Type Dialog will be displayed. Enter a ‘Name’.
3. Enter a ‘Short name‘.
4. Click ‘Save‘.
   
   

Edit a resource type

1. To edit an existing Resource Type, click the pen icon in the respective row
   
   
   
2. Change ‘Name‘ if needed
3. Change ‘Short name‘ if needed
4. Click ‘Save‘
   
   
   

delete a resource type

1. To delete items from the list, tick them
2. then click ‘Delete‘ (x).
3. Confirm to delete on the popup.