Work and projects – Resources
Settings > Work and projects > Resources
Here you can add resources that need to be shared or booked in your company.
For example, you have a meeting room in your company. When adding this room as a resource, you can already book this room when adding a calendar event. This way you can avoid situations where one room is double-booked.
Resources can be linked when adding events, you can also filter the calendar and work report based on resources.
To add a resource, click Add resource and fill in the blanks. Also, choose a color to easily tell calendar events with different resources appart in the calendar.
To add a new group, click Add group. Grouping resources helps to get a better overview of them.
Filter by resources in the calendar:
Filtered calendar view with the resource Meeting room:
To get an overview of all used resources, go to Reports > Detailed work report. Filter the report as shown on the picture (also select a time period you wish to get reporting on) and you'll get data on the resources used.
Note! Advanced resource management with the possibility to set the number of concurrent events and maximum attendance for a resource (e.g. how many events you can hold in one conference room and the maximum number of people able to attend the event) is available in the Ultimate plan.
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