Adding Multiple Resources

To add multiple resources at one time, complete the following steps:

1. Right - click in the grid or on an existing record and select Add Multiple. A drop-menu of resource types will appear.

   

2. Select the resource type from the drop-down menu. A list of available resources will appear. For example, if you choose Employees for your resource type, then a list of employee names will appear in the resource list.

   

3. Highlight the resources you want to add (you can highlight multiple resources by holding down the Shift key while clicking on the items).
4. For Employee and Equipment resources, you can also use this dialog to record the number of units and check the resource availability. Enter the appropriate information in the fields provided. Any recorded units will be applied to all selected resources.
5.  Click to add the resources to the grid. Resource records will automatically be created using data from the resource's respective Work Flow Setup module.

   Note: If the resources you select are not associated with the category in the work order, you will NOT be prompted to associate them. You will only receive the "associate resource with category" prompt when you manually add a single resource to the grid.

   Note: The ability to edit the Units and Time Cost fields are controlled by the same fields in the Resource window.