Who it's for: project managers and site managers who plan people, crews, subcontractors and equipment.
What you'll do: set up your company's resource register, assign resources to schedule tasks, check occupancy across all jobs and record attendance in the journal.
Before you start
- The Resources module is available from the Company plan.
- A resource is a person, a team, a subcontractor or a piece of equipment. It has a default rate, a billing unit and a cost category.
Steps
1. Add a resource
- Go to Resources and click Add resource.
- Choose the type and enter the name, default rate, billing unit (e.g. hour, day) and cost category.
- A resource added in a project is available only there. To use it on all jobs, click Share on all jobs.
- You can also create a new resource straight from the schedule by typing its name when assigning.
2. Assign a resource to a task
- In the schedule, open an item and add a resource with an assignment window and planned usage.
- The cost is rate times quantity. It goes into the item's plan and, through it, into the budget.
- If the resource is already working on another job on those days, you get a warning.
3. Set terms for this job
- On the resource, click Terms for this project.
- Enter the rate and unit from this contract, e.g. a different subcontractor rate. Empty fields mean the resource's price list.
4. Give the contractor an account
- A resource describing people can be linked to a person's account in the app, or invite someone new by e-mail with a project role.
- When you then assign the resource to a task, the app offers to add that person to the assignees. The contractor reports progress and hours themselves. See How to track construction work hours.
What happens next
- The Resource occupancy view shows assignments over time, and for company resources also on other projects.
- In the site journal you choose the resources assigned for the day and record their attendance. For a team, that's the head count. See How to keep a site journal.
Troubleshooting
- I can't see a resource in another project. It's a resource of this project only. Share it on all jobs.
- The cost from an assignment has a different rate than the contract. Set Terms for this project. Without them the resource's default rate applies.