For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a resource

Add a new internal resource and make it available for planning.

Create a resource when you want to register internal equipment for planning.

1

Open the resource overview

Go to the BackOffice area where resources are managed.

2

Start a new resource

Click Add.

3

Fill in the main details

Add the code, description, and other basic equipment details.

Examples include brand, model, and serial number.

4

Mark it as an internal resource

Enable the internal resource option.

This keeps the record internal.

5

Choose a category

Select a resource category if you want to plan the resource in the Scheduler.

6

Add optional settings

Set tariffs, minimum booking time, warehouse details, or free fields if needed.

7

Save the resource

Save the record so it becomes available.

Frequently asked questions

Do I need to fill in every field?

No.

Only add the fields you need for your process.

Can I plan a resource without a category?

Usually no.

A category keeps the Scheduler structured.

Can a resource have tariffs?

Yes.

You can add tariff fields for usage-based charging.

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