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.
Note: Users must have the required CRM permissions to create, view and edit the data table.
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:
Figure 1. Accessing the resource categories list, from the data tables.
Figure 2. 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:
Then click "Create."
Figure 3. How to create a new resource category, using the data table.