Resource
Resource – A Resource links to a Resource Type. This is a person or a thing. For a person, you would link the Resource to a Salesforce User or Contact. Resources are also linked to one or many Locations where they are available to be allocated.
A resource can be created in two ways. The first way can be created from the Resource Type record created on the previous page.
- In the Resource Type select the ‘Related’ tab.
- Click ‘New’ on the ‘Resources’ line
- Enter a ‘Resource Name’ (A person or object name). A Display Name (how the name will appear on the planner). Enter a User (Ability to Link a Resource name with a Salesforce User) and always ensure ‘Active’ is enabled.
Tip: Resource Type automatically filled when created like above.
Creating Resource through Resource Type ‘Related’ tab.
The second way to create a Resource is through the ‘Resources’ tab.
- Select ‘New’ in the Resources tab
- Enter a ‘Resource Name’ (A person or object name). A Display Name (how the name will appear on the planner). Enter a User (Ability to Link a Resource name with a Salesforce User) and always ensure ‘Active’ is enabled.
Creating a Resource this way will mean manually selecting the Resource Type.