Here you can add resources that need to be shared or booked in your company. For example, you have a meeting room at 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 to activities when adding events. You can also filter the calendar and work report based on resources.
Go to Settings > Work and projects > Resources to add new resources.
To add a resource, click + New and fill in the blanks. Also, choose a color for each resource to easily tell apart different calendar events with different resources in the calendar.
To add a new resource group and group similar resources (e.g. all meeting rooms) together, click Add group. Grouping resources helps to get a better overview of them. Then open each resource and select a group for it.
Filter by resources in the calendar:
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.
Was this article helpful?
Thank you for your feedback!