Managing Equipment Resource Types

Via Data Table Maintenance in Office, Equipment Resource Types can be added, deleted or modified. These equipment types are available in the Equipment Setup dialogue to help categorize the types of equipment available within the organization and establish default fully burdened costs and billing rates.

1. Click the More Options button in the left navigation.
   
   
   
2. Choose the Data Table Maintenance option from the menu.
   
   
   
3. Click to open the Equipment Resource Type dropdown menu.
   
   
   
4. To add a new equipment resource type click the Create New Resource Type option at the bottom of the menu.
   
   
   
5. The Add Resource Type screen opens. Enter a name (required), and optionally, enter a description, the fully burdened cost (the total cost per hour to use this equipment), and the default billing rate (the rate at which this machinery is billed to the customer).
   
   
   
6. Click the Save button to add this equipment resource type to the listing, or Cancel to discard.
7. To edit an equipment resource type, click the Edit icon that appears to its right in the listing.
   
   
   
8. The Edit Equipment Resource Type dialogue opens. Make any desired changes. This may include shifting the equipment resource type's status to inactive by using the toggle or deleting the equipment resource type.
   
   
   
9. Click the Save button to move forward with this equipment resource type edit, or the Cancel button to discard.