Manage Resources in Work Orders

Resources allow you to track costs related to labor, materials, or services used to complete a work order.

Prerequisites

Before adding a resource, ensure the following:

• A resource register and at least one resource template have been configured in Tools
• At least one resource has been created

Add a Resource to a Work Order

1. Open a work order and navigate to the Resources tab.

2. Click the Add resource button in the top right corner.

3. Fill in the resource details in the modal:

• Reporter – Prefilled with the current user’s name; can be changed
• Date – When the resource was used
• Resource type – Based on the resource register hierarchy
• Resource name – Pulled from the resource asset
• Amount – Quantity used
• Unit – Comes from the asset content; not editable
• Price per unit – Comes from the asset content; can be adjusted
• VAT (%) – Comes from the asset content; can be adjusted
• Discount (%) – Optional
• Notes – Optional additional information

4. (Optional) To continue adding more resources immediately, tick the Add another resource checkbox in the bottom left corner.

5. Click Save to add the resource. You might need to refresh the page to see the changes.

Edit or Delete a Resource

1. Open the Resources tab
2. Click any resource entry in the table. This opens a modal with its details.
3. Make your changes and click Save, or
4. To delete the resource, click Delete in the bottom-left corner of the modal and confirm the action. You might need to refresh the page to see the changes.

Export Resources

To export a list of all resources in a work order as a PDF:

1. Open the Resources tab
2. Click the Export icon above the table, on the right