Adding New Resources

You can add new resources purchase by your organization and associated them to particular locations.

  1. Click the Resources tab in the header pane. The Resources list view page opens.

  2. From the resource list view, select New Resource link. [OR]

    Click Create menu on the top left corner of the page -> select Resource option. The Resource Details page opens.

To Add New Resource,

  1. In the Resource Details block, select the Product Name from the combo box. The product name specified can be either an asset or a component. If the product name is not available in the list then click the Add New Product icon and add the product to the list. Ex: Nescafe Coffee Vending Machine.

  2. Specify the Resource Name in the given text field. Both the Product Name and Resource Name are mandatory fields.

  3. Select the Vendor Name from the combo box. If the vendor name is not available in the list then click the Add New Vendor icon and add the vendor to the list.

  4. If the Product Type is a Component, then the Quantity, Unit Cost and Resource Cost field appears.

    1. Specify the Quantity of the resource in the given text field. Say for ex, 30.

    2. Specify the cost of the resource in Resource Cost field.

    3. The Unit Cost of the resource is in a non-editable text. On specifying the Resource Cost and the Quantity, the Unit Cost automatically gets populated. Unit Cost = Resource Cost / Quantity.

  5. If the Product Type is an Asset, then Resource Serial No, Resource Tag, Resource Cost, Bar Code field appears.

    1. Specify the Resource Serial No, Resource Tag and Bar Code in the text field.

    2. Specify the Resource Cost in the given text field.

    3. Select the Acquisition Date and Expiry Date from the calender button.

  6. To display the image of your resource, click Attach button and select the image of the resource.

  7. If there are any Additional Fields configured for Resource and Product Type then the same is displayed.   

  8. Select the current state of the resource from Resource State combo box. If the state selected is In Use then u can either associate the resource to another resource or assign it to a User/Department.

    1. To associate a resource to another resource, click Associate to Resource radio button and choose the resource on clicking the resource icon .

    2. To associate a resource to a user/department, select Assign it to User/Department radio button and choose the User or Department from the appropriate drop down menu. If the resource is Leased then select the check box beside the same. Mention the From and To date of the lease by invoking the calender icon.

  9. Select the location details such as Region, Site, Building, Floor and Room details from the combo box.

  10. Specify the Location in the given text field.

  11. Save the details. If you would like to add another new resource then click Save and Add New button.

FacilitiesDesk - Integrated Facilities Management Software

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