Add a Resource

You can add new Resources at any time by following the steps below. Always create a new Resource record for each new starter, even if they are replacing someone who has left - do not rename or reuse an existing Resource, as this risks historic activity (e.g. past Jobs or costs) appearing under the new person's name. 

To add a new Resource:

1. Main Menu > Admin Options > Resource List
2. Click Search to populate the Resource Search page
3. Click Add to create a new Resource record
4. Add Resource information, ensuring that required fields in bold are complete
5. Enter Category Code as required (recommended when creating a Resource for Internal staff)*
6. Save

*Category Codes

When creating a staff resource, the Category Code is used to configure which of the drop-down lists the person will appear in. Enter as many as required. e.g. /salesrep/producer.