Resources are the machines, people, and tools the scheduler books work against. Resource Pools group interchangeable resources under one scheduling role, so a routing can require "a CNC mill" or "a welder" without committing to a specific one until scheduling.
Overview
- Single Source of Capacity: Every machine, labor slot, and tool used in scheduling is defined once here, then referenced by Work Centers, Routings, and the Capacity Planner.
- Interchangeable Groups: Resource Pools let a routing requirement select a role (e.g., Primary Machine) rather than one specific resource — scheduling commits the actual member when the work is booked.
- Inheritance: A resource can inherit hours, efficiency, OEE target, and setup time from its Work Center, so you only override values where a specific machine genuinely differs from the rest of its center.
Where to Access
- Users (admin / common) can access it via Equipment → Resources
- Related tabs on the same page: Floor, Resources, Resource Pools, Work Centers
- Click Add New on either tab to create a new resource or pool
Key Attributes — Resources
Basic
| Field | Description |
|---|
| Name | The resource's identifying name. |
| Kind | What the resource is (e.g., Equipment). |
| Active (toggle) | Controls whether the resource is available for scheduling. |
| Code | Unique identifier for the resource. |
| Scheduling Role | How scheduling consumes this capacity — e.g., Labor, Primary Machine, Auxiliary. |
| Serial Number | The resource's serial number, if applicable. |
| Critical (toggle) | When enabled, downtime on this resource takes the whole work center offline. |
| Description | Free-text description of the resource. |
Placement
| Field | Description |
|---|
| Work Center | Where this resource lives. Optional — a resource doesn't need a work center to exist. |
| Parent Resource | A parent this resource sits under; moving the parent takes its children with it, applied immediately. |
| Location | The physical location of the resource. |
| Department | The department this resource belongs to. |
| Asset | Optional link to the accounting record. Linking an Asset connects this resource to its depreciation record without duplicating it — the Asset keeps the money, the Resource keeps the capacity. |
| Workforce | For labor resources: the person this resource represents. People are assigned to a work center through their Workforce record — create the Workforce first, then open its automatically created Resource and set the Work Center there. |
Capacity
| Field | Description |
|---|
| Parallel Jobs | How many jobs this resource can run at once — 1 for a machine or person, N for a crew. |
| Rated Hours / Day | Hours available per day. Leave empty to inherit from the work center. |
| Efficiency | Efficiency factor applied to this resource's output. |
| OEE Target | Overall Equipment Effectiveness target for this resource. |
| Default Setup (min) | Default setup time contributed by this resource. |
| Speed (units/hr) | Planning factor at 100% — how many units this resource processes per hour under ideal conditions. |
| Reference Hourly Rate | Reference metadata only; actual Work Orders absorb the Work Center's rate, not this figure. |
If a field above is left blank, the resource inherits it from its Work Center — the panel shows exactly which values (Hours/Day, Efficiency, OEE Target, Setup) are being inherited and from where. Shifts, holidays, and downtime live on the resource's calendar, not here — that calendar is what scheduling and capacity planning both read.
Service
| Field | Description |
|---|
| Operating Hours | Accrues automatically while the resource's status is Running. |
| Cycle Count | Read directly off the machine — nothing in the system updates this for you. |
| Last Inspection | Date of the last inspection. |
| Next Service | Date the next service is due. |
| Warranty Until | Warranty expiration date. |
Current Status
| Field | Description |
|---|
| Runtime Status | The resource's live status (e.g., Running, Idle, Down, Setup). |
| Barcode | The resource's scannable barcode identifier. |
| Children | Count of resources nested under this one as a parent. |
List View Columns
| Column | Description |
|---|
| Name | The resource's name. |
| Kind | Equipment, Labor, etc. |
| Work Center | The work center the resource is placed at. |
| Scheduling Role | Labor, Primary Machine, Auxiliary, etc. |
| Status | Current runtime status. |
| Parallel | Number of simultaneous jobs supported. |
| Hours / Day | Rated or inherited hours per day. |
| Next Service | Upcoming service date, if any. |
Key Attributes — Resource Pools
Pool Definition
| Field | Description |
|---|
| Code | Unique identifier for the pool. |
| Name | The pool's display name (e.g., "Applicator FAT Stations"). |
| Active (toggle) | Controls whether the pool is available for selection. |
| Scheduling Role | Only resources with this role can be members of the pool. |
| Members | The specific resources the scheduler may choose from within this pool. |
| Description | Free-text description of the pool. |
Cost and Effective Dates
Reference metadata only — the scheduler uses pool membership to assign work, not this rate. Work-order cost absorption always uses the effective Work Center rates.
| Field | Description |
|---|
| Planning Cost Rate | A reference rate for planning purposes. |
| Cost UOM | The unit the rate is measured against (e.g., Machine hour). |
| Effective From / To | The validity window for this pool. |
List View Columns
| Column | Description |
|---|
| Code | The pool's unique identifier. |
| Name | The pool's display name. |
| Scheduling Role | The role members must share (e.g., Primary Machine, Labor). |
| Members | Count and list of resources currently in the pool. |
| Reference Rate | The pool's planning cost rate. |
| Effective From / To | The pool's validity window. |
Key Functions
| Task | Path | Steps |
|---|
| Create a resource | Equipment → Resources → Resources tab → Add New | Set Name, Kind, Code, and Scheduling Role → optionally place it on a Work Center → Save |
| Add a person as a resource | Create the Workforce record first | Open the Workforce's automatically created Resource → set its Work Center and Scheduling Role |
| Link a resource to an asset | On the resource, under Placement | Select the Asset — this connects depreciation without duplicating the record |
| Override inherited capacity | On the resource, under Capacity | Fill in Rated Hours/Day, Efficiency, OEE Target, or Default Setup to override what's inherited from the Work Center |
| Create a resource pool | Equipment → Resources → Resource Pools tab → Add New | Set Code, Name, and Scheduling Role → add Members from resources sharing that role → Save |
| Use a pool in a routing | On a routing operation's Resources drawer | Set Target Type to Pool and select the pool as the Target — scheduling will commit a specific member when the work order is booked |
Related Features
For more detailed information on advanced routing techniques and optimization, please refer to the specific sections in this documentation.