Create and manage resources

Register internal equipment as resources for planning use.

Resources are internal equipment that you plan in OutSmart.

Examples include trailers, cranes, vehicles, tools, and other shared assets.

Resources belongs to your own company.

Use it for equipment you plan internally, not for customer-owned installations.

In this guide

• What are resources?
• Create a resource
• Create resource categories
• Use resource templates
• Configure resource tariffs
• Link resources to work orders
• Use resources in the Scheduler
• Use spotlight for resources
• Use resources in Project Planning

What resources help you do

Use resources to:

• register internal equipment
• group equipment with categories
• plan availability in the Scheduler
• link equipment to work orders
• support usage-based charging

Recommended order

1. Start with What are resources?.
2. Then create resource categories if you want to plan resources.
3. Next create a resource.
4. Then add tariffs or templates if your process needs them.
5. Finish with planning topics in the Scheduler or Project Planning.

1

Open the resource setup

Go to the BackOffice area where resources are managed.

2

Create a resource category

If needed, first create the category that groups similar resources.

3

Add a new resource

Create the resource and fill in the main details.

4

Mark it as an internal resource

Enable the internal resource option and choose the right category.

5

Save

Save the resource so it becomes available for planning.

Frequently asked questions

Is a resource the same as a customer object?

No.

A resource is usually internal equipment for planning use.

Why use resource categories?

They keep the Scheduler clearer and easier to manage.

Can resources have pricing data?

That depends on your setup and available resource fields.

Related topics

• Use resources in the Scheduler
• Object Management
• Resources