Amplify allows you to define different types of resources for your organisation using the Resources tab of the Administration page.

This article describes how to:

• add a new resource type
• modify resource type settings
• delete a resource type

 

Add a New Type of Resource

 Remember to create the required resource classification prior to creating resource types.

To add a new resource type: 

1. From the upper-right corner, click on your user name or avatar and then select Administration from the list of options.
2. Select the Resources tab.
3. Select New Resouce.
4. Enter a Name and Classification.
5. Click Save.

You have now created a resource type which will be available displayed in the Resources panel of the Properties dashboard when the Resource Capacity setting is enabled for the initiative. Remember, if any custom field is mapped to the resource classification, you will see the field on the New Resource form. 'Fit with Corporate Strategy' field in the above screenshot is a custom field.

 

Modify Resource Type Settings

Clicking on the Edit button on the Resource Types field will enable you to modify the resource type settings including the resource classification and custom field values.

 

Delete Resource Types

Deleting a resource type will remove all data pertaining to it from the Resource Capacities panel and the Resource Demand list.

To delete a resource: 

1. From the upper-right corner, click on your user name or avatar and then select Administration from the list of options.
2. Select the Resources tab.
3. Locate the resource type you wish to delete in the Resource Type list. 
4. Click on the Delete button.
   
   
   
   
5. Before you confirm the delete operation, don't forget to review the list of initiatives in which the resource is utilised.