Create Resources

Create new resources in the Resources module. By having a centralized and organized system to track and manage resources, you can ensure that the right personnel or assets are assigned to the right tasks at the right time. This leads to more efficient use of resources, reduces downtime, and improves overall project execution and productivity.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create a new resources by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the resource and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the Resource form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

To assign a person to a work order, ensure they have a resource record in the system, and attach that resource to the user they log in with.

1. Go to Resources > Create.

2. On the Main tab, enter the details within each section.

3. Navigate through the tabs and enter additional details.

4. Click Create.

   The system creates the resource and the Update page displays, where you can add further details to the resource.