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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 Estimate Templates.

Resource Types Screen

  • To open the Resource types, click ‘Lookups’, then click ‘Resource Types’.

    Lookups - Resource Types - Overview 1
  • A list of Resource Types will be displayed.

    Lookups - Resource Types - Overview 2

Create a new resource type

  • To create a new item, click ‘New Type’.

    Lookups - Resource types - Create new
  • The New Resource Type Dialog will be displayed. Enter a full and short name for the new item and click ‘Save’.

    Lookups - Resource types - Create new 1

Edit a resource type

  • To edit an existing Resource Type, click the pen icon in the respective row

    Lookups - Resource types - Edit type

delete a resource type

  • To delete items from the list, tick them and then click ‘Delete’ (x).

    Lookups - Resource types - delete type
Updated on March 18, 2022

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