Material Resources

In this article, you can learn how to create, manage, edit and remove Material resources

How to add a Material resource

Select the New Material Resource +  button on the working area of the Material resources page

 

 

Click on the Select Photo link to add a picture of this resource. This is optional.

 

 

Fill the following fields on the New Material Resource card. 

  • Material Resource Namethe name of the resource is a required field;
  • Material Resource IDthe unique ID of the resource is a required field. You can select one yourself based on corporate definitions.
  • Location – the location of the resource;
  • Responsible – the Human resource responsible for this material resource. 

 

 

Click on the Save button to save the Material resource card.

How to edit a Material resource

Select the row of the Material resource you wish to edit. 

 

 

Click on the Status field next to the name of the Material resource. Select the status Active or Inactive from the dropdown menu.

 

 

Enter the desired changes to any of the fields you want. 

 

 

Click on the Save button to save the Material resource card.

How to remove a Material resource card

Select the row of the Material resource card you wish to remove. 

 

 

Click on the Remove button.

 

 

If the Material resource has been linked to a Project, it cannot be removed.

 

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