Add Physical Resources to a Function

Within the "Resources" left-hand navigation panel, select "Physical Resources."  On this page, you will indicate which physical resources are needed for this function.

To add an individual resource, select the "ADD RESOURCES TO FUNCTION" link.  Then, select the radio button next to "Assign Individual Resources" (Fig. 1).

Fig. 1 - Add Resources To Function.

In the Resource Type drop down menu and start typing the name of the Resource Type, or choose a Resource Type from the list (Fig. 2).

Fig. 2 - Resource Drop-down Menu.

To add a new resource on this page, select the "Add a new resource to allocate" link (Fig 3).

Fig. 3 - Add a new resource to allocate link.

Within the pop-up window, select the Resource Type.  Please note that Resource Types must be previously added on the "Setup" page.  Check out page XX to learn more about how to add resource types.

Then, enter a label for the resource.  Additionally, you can enter the price per item, unit, quantity, and description for the resource.  However, these are not required fields.  Then, select the blue "SAVE" button.

The newly added resource will be displayed on the resource list.  If at any point you need to increase or decrease the quantity, you can do so on this page.  If a resource needs to be removed from the list, select the gray "X" button at the end of the row (Fig. 5).

Fig. 5 - Resource List.

To add Bundled Resources, select the radio button next to "Assign Bundled Resources."  Then start typing the name of the bundle or choose the bundle name from the drop down menu.  Please note that bundled resources must first be created on the "Setup" page.  Please see Add a New Resource Type.  The text field will display the individual resources that have been assigned to this bundle.  Then, select the gray "Add" button.

Fig. 6 - Assign Bundled Resources.

All individual resources assigned to the bundle will be added to the list below.  If at any point you need to increase or decrease the quantity of a resource, you can do so on this page.  If a resource needs to be removed from the list, select the gray "X" button at the end of the row (Fig. 7).

If you make adjustments to a resource that was a part of a bundle, it will NOT update the bundle within the system.  For example, if you remove a resource that was a part of a bundle, it will NOT remove the resource from the bundle within the system.

Fig. 7 - Resource List.

Continue adding resources or bundled resources to the function by repeating the previous steps.  If needed, enter any Resource Notes within the Additional Information section.  Once all resources have been added, select the green "Save Changes" button (Fig. 8).

Fig. 8 - Save Changes Button.