Create resource categories

Group resources so they stay clear and plannable in the Scheduler.

Resource categories group similar equipment.

They keep the Scheduler clear and easier to manage.

Examples include:

• vehicles
• trailers
• cranes
• tools

Why categories matter

Resources need a category to appear in the Scheduler.

Categories also help planners find the right equipment faster.

1

Open the category setup

Go to the BackOffice area where resource categories are managed.

2

Add a category

Click Add and enter the category name.

3

Save the category

Save the category so it becomes available for resources.

4

Link the category to resources

Open a resource and select the right category.

Then save the resource.

Frequently asked questions

Can one resource belong to multiple categories?

No.

A resource uses one category.

What happens if I delete a category?

Linked resources lose that category.

They no longer appear in the Scheduler until you assign a new one.

Can I rename a category later?

Yes.

The new name applies to linked resources.

Related topics

• Create a resource
• Use resources in the Scheduler
• Use resources in Project Planning