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Add labour and assets

Updated on First published Approx. 2 min read

Check for an existing resource before creating another record. A synthetic example is labour Alex Morgan, or asset TH-04.

Add labour or an asset

  1. Open the appropriate scheduler and click Add Labour or Add Asset. On a narrow screen, find this action under Options.
  2. Enter Full Name for labour or Asset Name for equipment.
  3. Enter Mobile Number for labour or Asset ID for equipment, if available. Check the suggested existing matches as you type.
  4. If a match is selected, check its identity before proceeding. In the selector list, Clear clears the search and New opens the new-resource form.
  5. For a new record, click Save & Add. For an existing selected record, click Add.
  6. Find the resource row in the scheduler. Adding a resource does not itself assign work.

Restore an existing resource

  1. Open Add Labour or Add Asset for the resource type.
  2. Search for the existing name or reference and check the matching resource.
  3. Select that resource and click Add.
  4. Check its row in the scheduler. This also restores a resource hidden from the scheduler. See remove and restore resources and create an assignment.

FAQ

How do I add a new person or asset?

Use Add Labour or Add Asset. Save & Add creates a new record; Add uses a selected existing record and does not book work. See add labour or an asset for the steps.

How do I restore an existing resource?

Find the existing resource through Add Labour or Add Asset, then select Add. Check its identity rather than creating a duplicate. See restore an existing resource for the steps.