WHAT IS A RESOURCE TYPE?
A Resource Type is the grouping of Resources for the purpose of improving efficiency and data integrity. The Resource Type/s assigned should loosely align with your staff's position (eg. Civil Engineer, Project Manager, Administration) or other asset description (eg. Field Equipment, Vehicle).
As shown below, a Resource can be allocated one or more Resource Types to ensure integrity with calendar bookings and allocation of tasks. For example, a Project Manager/Senior Engineer with Resource Types of "Project Manager" and "Senior Engineer" can't be incorrectly booked or assigned tasks applicable to a "Designer" or "Director".
WHAT IS THE PURPOSE OF A DEFAULT RESOURCE TYPE?
A Default Resource Type can be assigned against a Resource and should reflect their cost and billable rate. However, if a Resource has their own unique cost and billable rate, this is maintained at a Resource level.
Each Resource Type has its own cost and billable rate which will be allocated against a Resource if the Resource is:
Assigned this default resource type; and
They do not have a cost or billable rate applied at their Resource level.
TIP: Ensure you refer to Drum's Glossary for full definitions of key terms including Admin, Member, Resource and Resource Type to help you on your way.
QUICK STEPS
Navigate to https://app.getdrum.com/resource_types;
Select "Create A Resource Type" Button;
Enter the Name for the new Resource Type;
Optionally add a description for the Resource Type;
Optionally select a "Default Line Item Code" from the drop-down;
Optionally select one or more "Nominated Resources eligible for this type" from the drop-down;
Select "Save Resource Type" button;
To add or update the cost/billable rates for Resource Types follow this link for instructions.