Resources contain information about both users and suppliers. This information is used for the projects view and will also allow team members to be assigned to projects with more in-depth information such as Company Name and Address.
You can create a new resource by clicking the 'New Resource' button, located at the top right of the resources page.
To create a user resource, select 'User Resource' from the drop down menu when you are creating a new resource. From this page, you will be able to setup a new user resource that can be used in projects.
You will be presented with multiple different fields that you will be required to fill out in order to setup your user resource. These fields include; Company Name, VAT number and contact number.
You are also able to view what projects a user is assigned to from the user resource page.
To create a supplier, select 'Supplier Resource' from the drop down menu when you are creating a new resource. From this page, you will be able to setup a new supplier resource that can be used in projects.
When navigating to the new supplier resource page, you will be presented with multiple different fields that you will be required to fill out in order to setup your resource. These fields include; Company Name, VAT number and contact number and address.
You can delete a resource by selecting the 'Delete this resource' button, located at the top right of the page when you are editing a resource.
You can only delete a resource if it is not being used in any projects.
