Resource Summary

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The Summary tab of the Resources module displays the information of the currently selected record. It is broken up into the following sections:

Here you can record the Resource's name, number, type, and description. The name and description are used in the dropdowns of Assignments and Time Sheets to identify the resource. Uncheck the Active to flag the resource as no longer active, which prevents it from being selectable on Assignments and Time Sheets.

Use the Add Image button to add an image of the resource using the browse dialogue. Images types supported are png, tif, bmp, jpg, and gif.

Use the Default address section to record an address against resource. This can either be the physical location of the resource, or the address billing information needs to be sent to.

Click the Globe button to bring up the Google maps page for the currently entered address.

Enter the details of the primary contact for the resource. Examples of contacts are an asset's operator, a consultant's name, or facility's manager.

Click the email button to open the Send Email dialogue.

Any notes relating to the resource too large to fit in the description, but not large enough to attach as a document can be recorded here. The colour option allows you to associate a colour with the resource, which will appear as the background colour of the record when in List View.

Additional contacts can be added against the resource (e.g. separate management, billing contacts, or a consultant's associates). Check the default box to make the person the primary contact for this resource.