How to manage resources

Resources let you build libraries of materials, labor, and machinery that you can reuse across purchase orders and cost breakdowns on estimates.

1. Open Resources from the top menu row, on the far right.
2. Within Resources, switch between Materials, Labor, and Machinery.
3. Organize each library into headings, subheadings, and sub-subheadings as needed.

Importing resources in bulk

1. Click Import to open the import pop-up.
2. Download the example template file.
3. Add your resource information to the template file.
4. Upload the completed template file to create the resources.

Adding resources manually

• To add a category, click Add a category in the bottom-left corner.
• Within a category, click the plus icon with three lines to add a resource.
• Within a category, click the plus icon without lines to add a subheading.
• To add a resource outside of any category, click Add a resource next to Add a category.

Note: Resources added here become available when placing purchase orders and when building cost breakdowns on estimates.