How Do I Add a Resource to a Project?

Adding a Resource from a Resource Template

To create a resource from a resource template, navigate to Resources and Forms and click "Create Resource."

• Select From a Template.
• Select the Template you wish to bring into the project. 

When you are finished click "Submit."

The Resource Template is brought into the project with the Form configuration that was saved at the Org level. You will need to complete your Portal Assignments for the form as the resource form assignments apply to the project. 

You also retain the ability to edit the Form, and add any additional Resource Questions, Requestable Items, and Forms to the resource that are applicable to your project.

More information on adding a Resource from a Resource Template can be found HERE

Creating a Resource from scratch

To create a resource from a resource template, navigate to Resources and Forms and click "Create Resource."

• Select From Scratch.
• Select your Resource Type (Asset, Ticketing, Labor, Catering)
• Name your Resource

• Select your Initial Resource Form Type. You can add additional form types inside the resource.

  More information on Resource Form Types and Request methods can be found HERE

When you are finished click "Submit."

For more information on creating resources check out our other articles:

 Creating an Asset Resource

Creating a Ticketing Resource

Creating a Catering Resource