Link resources to work orders

Add resources to work so you can plan, track, and charge their usage.

Link resources to work orders when equipment is part of the job.

This connects planning with execution.

Why link resources to work orders

This helps you:

• track which equipment is used
• plan availability more clearly
• support usage-based charging
• keep a usage history per job

1

Open the work order

Create a new work order or open an existing one.

2

Open the resource section

Go to the part of the work order where resources are linked.

3

Add the resource

Select the resource you want to use for the job.

4

Add usage details if needed

Enter quantities if you also use tariffs for billing.

5

Save the work order

Save the work order to keep the resource link.

Frequently asked questions

Can I add more than one resource to a work order?

That depends on your setup.

Do linked resources affect planning?

Yes.

They help planners see whether equipment is already in use.

Can resources be charged on a work order?

Yes.

Use tariff fields when you want to invoice the usage.

Related topics

• Configure resource tariffs
• Use resources in the Scheduler
• Create a resource