Use resources in the Scheduler

Plan internal equipment in the Scheduler alongside work orders.

Resources appear in the Scheduler so you can plan equipment availability.

This helps you avoid double-booking internal assets.

What you do here

Use the Scheduler to:

• see resource availability
• assign resources to work
• plan equipment alongside employees

What you need first

Before resources appear in the Scheduler, make sure:

• the Resources feature is available
• the resource has a category
• the resource is ready for planning

1

Open the Scheduler

Go to the Scheduler in the BackOffice.

2

Find the resource section

Locate the resource categories and the resources inside them.

Resources are grouped by category.

3

Assign the resource

Plan the work order with the right resource.

4

Review availability

Check whether the resource is already in use.

Keep the view current while browsing

Some teams choose to refresh resource data when they move through dates or views.

This helps planners see newer changes from other users.

Use this only when needed.

More frequent refreshes can make the Scheduler feel slower.

Why resources may be missing

The most common reason is a missing category.

Only categorized resources appear in the Scheduler.

If a resource is missing:

1. Go to Settings → Assets → Resource Category and create a category.
2. Go to Settings → Device management → Resources and open the resource.
3. In Template and Resource, select the category and save.

Frequently asked questions

Can I plan multiple resources on one work order?

That depends on your planning setup.

Why use the Scheduler for resources?

It gives one central view of equipment availability.

Do resources need a category first?

Usually yes.

Categories help keep the overview structured.

Why do resource changes not always appear right away?

Your Scheduler may refresh resource data less often while you browse.

Refresh the view if you need the latest changes immediately.

Related topics

• Create and manage resources
• Create resource categories
• Link resources to work orders
• Use spotlight for resources