Managing Labor Resource Types

Labor resource types are available in Office so that job roles and their corresponding rates can be defined and used across the organization.

1. To add or edit labor resource types in Office, go to the More Options menu in the left navigation. 
   
2. Select the DataTable Maintenance option from the menu.
   
   
   
3. Click on the Labor Resource Type dropdown menu.
   
   
   
4. To add a labor resource type, scroll to the bottom of the menu and choose the Create New Resource Type option.
   
   
   
5. The Add Resource Type dialogue opens. Enter a Name for the resource type (required), a description (optional), and adjust the fully burdened cost and default billing rates if needed. The fully burdened cost and default billing rates are initially populated with the default values that are established in the Enterprise Settings. These default values can be overwritten at this level. Click Save to add the new resource type, or Cancel to discard.
   
   
   
6. To edit a labor resource type, click on the Edit icon to the right of the type you'd like to modify.
   
   
   
7. The Edit Resource Type dialogue opens. Make any changes necessary, including using the Active toggle to deactivate a resource type, or the Delete icon in the upper right corner to delete it. Note that only resource types that have not been used may be deleted. Click Save to keep changes, or Cancel to discard.