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Changing an existing crew resource

Crew overview

Setting up a new crew

Setting up a new rate table for crew pricing

Setting up a new crew resource

Note: This feature is available only if you have a license to use Crews.

  1. Open the Resources window.

    • On the ribbon, from the Crews group on the Data tab, click Crews.
    • In classic view, click Database menu > Crews > Crews.
    • From the spreadsheet, right-click a crew, and then select Edit Crew from the shortcut menu.

  2. Use the Source option to specify whether to save the new crew to the estimate or to the standard database.

  3. Click [Add] to open the Adding Resource window.

  4. Complete the fields in the window.

  5. (optional) Enter notes for the resource:
    • Click [Notes], and then enter the notes in the Resource Notes window.
    • Click [OK].
  6. When you finish setting up the resource, click [OK] to save it.

Tip: You can quickly add a resource by using Create Resource from on the shortcut menu when you are working with crews and rate tables. Resources added using this command are stored in the same location (estimate or standard database) as the crew or rate table from which the command was initiated.