Adding a Resource

To add a resource, complete the following steps:

1. Highlight the task (in the Work Tasks grid) that the resource will be associated with.
2. Right-click in the Resources grid or on an existing record and select Add Record. Upon selecting Add Record, the following screen will appear.

   Note: You can view any field definition (in either grid) by Right-clicking + Ctrl in that field.

   

3. Select a resource type from the pick list. The task you selected in the Work Tasks grid will automatically populate the Work Task field.

   Note: This is a required field.

4. For Fleet sub-components, if you want to see only those resources that were attached to a particular vehicle, hit the F7 key and the system will popup only those materials.
5. Select a resource from the pick list. Available resources will vary depending on the resource type selected.

   Note: This is a required field.

6. Enter other data in appropriate fields.

   See the Shared Fields, Special Functions, and Time Cost and Unit Fields for more information.

7. Enter Odometer, Hour Meter, or Other Meter readings in the fields provided IF this resource record is an item of equipment linked to a Fleet record.
8. Click to save the record.
9. Click to close the window.