Set Up Resources
A resource is something you assign to a job to do the work, such as a tug. This article will show you how to add resources as well as resource types to Helm CONNECT.
Resources
Use the Setup > Ships > Resources tab to build and manage a list of all the resources you want to add to your jobs, such as your tugs. In addition to your own resources, you can also add any third-party resources you use and bill for, as well as any resources your competitors use.
Note Any assets you add on the Management > Assets > Assets tab will be included automatically in your list of resources.
Divisions and operating areas
When you add a new resource, you must assign it to a division. Once you select a division, the system will automatically assign it to all the operating areas that are part of that division. Still, you can easily modify the list by adding or deleting operating areas.
Owner
You can select an owner for the resource. The list of available owners is based on the companies you flagged as Active on the Setup > Sales > Companies tab.
Resource Types
Resource types are a useful way to organize resources into groups and subgroups. When you set up your billing, you can create different rates for different resource types. You can also use resource types to report on the types of resources you used to perform work.
Note Resource types are not the same as asset types. To learn more about asset types, see Manage asset types.
Use the Setup > Ships > Resource Types tab to build and manage your list of resource types, as well as to arrange your resource types into a hierarchy.
ExampleYou could create a general Tug resource type, then create resource types for specific types of tugs and nest them under Tug.