Managing Resources

14 minutes

Learn how to manage resources.

Table of Contents

• Contents
• Concepts
• Resource Finder
  • Searching for Resources
  • Changing Columns
  • Unlocking the Finder
• Resources
  • Adding a Resource
  • Name, Type, Role, Group
  • Other Fields
  • Offset Times
• Sets
  • Adding a Set
  • Adding a Resource to a Set
• Other Actions
• Locations
• Icons
• Exercise
• Overview

Summary

• Contents:
  • Searching in the resource finder and unlocking it
  • Creating a resource and editing its fields
  • Setting the offset time and the consequences
  • Creating a set and adding resources to it
  • Editing a location
• Goal: After this session, you will be able to manage and edit resources and sets. You will understand how groups, types and roles are connected in Yesplan. You will also know how to edit locations.
• Intended for: All new users of Yesplan. Maker sure that you understand the different concepts of resources well and know how resources are booked.