Manage resource categories

Overview

The data table contains a list of all the resource categories that are defined in the CRM. Schedulers can view and create resource categories via the Skedulo web app–rather than having to find and enter them directly in their CRM.

View resource categories

The data tables can be accessed via the navigation menus (at the top of the console). Click on Manage and select Resource Categories from the menu options.

The table lists all resource categories defined in the CRM. The following information is available:

  • Label.

Accessing the resource categories list, from the data tables.

Accessing the resource categories list, from the data tables.

Viewing resource categories in the data table.

Viewing resource categories in the data table.

Create a new resource category

Create a new resource category directly within the list by clicking on the Create new button at the top-right corner of the list. Complete all required fields highlighted red:

  • Name

Then click Create.

How to create a new resource category, using the data table.

How to create a new resource category, using the data table.

Also, see Create a resource category and Manage resource.