Resource Detail

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The Detail tab of the Resources module details the currently selected card.

Use the fields in the Resource Details section to record starting and ending availability dates for the resource, any comments relating to the resource.

The Hourly Cost is the rate used to calculate the Cost when Time Sheets are logged against the Resource. Hourly Allowance and Fixed Overhead also be added to the Time Sheet's Cost (unless the Labour Type has a Cost Multiple set, in which case Overtime Overhead is added instead). The Base Cost is used when the 'Markup % Employee Cost' option is set on a Job.

The Work Times section allows you to set the times each day of the week the Resource is available. When creating Assignments and Time Sheets against the Resource, the Start and Finish times will automatically populate, and setting times outside the hours defined will display a warning.

Each resource can be set as a member of a Resource Group. Resource Groups allow Assignments and Time Sheets to be quickly raised for multiple resources at a time. The list of available Resource Groups is defined in Codes Setup.

Select a group from the Available Group list and use the Right Arrow button to set this group against the current resource. Use the Left Arrow button to remove the selected group from this resource.

Each resource can be set as a member of a Service Area. The list of available Service Areas is defined in Codes Setup.

Select an area from the Available Service Areas list and use the Right Arrow button to set this area against the current resource. Use the Left Arrow button to remove the selected area from this resource.

The documents tab lists the set of documents recorded against each resource. These can be additional photos, notes, specifications, or historical usage and billing documentation.

Click the Add button to attach a new document to the current resource. The file location of the document can either be manually entered, or you can click the Browse button to locate the file using a Browse dialogue.

Click the Launch button to open the selected document. The program used is the default application set in the operating system.

Check the 'Store the Document in the database' box to upload the the file into TSM database. If this is not enabled, only the link to the document is stored. If only using a link, you will need to ensure the file location is available to all clients accessing the database.