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Changing an existing crew

Crew overview

Setting up a new crew

Testing crew amounts

Setting up a new crew resource

Changing an existing rate table

Setting up a new rate table for crew pricing

Changing an existing crew resource

  1. Open the Resources window in one of the following ways:

    • On the ribbon, from the Crews group on the Data tab, click Resources.
    • In classic view, select Database menu > Crews > Resources.
    • From a crew or rate table, right-click a cell in the Resource column, and then select Edit All Resources from the shortcut menu.
  2. (optional) Choose which resources appear in the list.

  3. The source option indicates where the displayed crew is stored. You can change a crew either in the estimate or in the standard database.

  4. Use Show to choose the type of resources that show in the list.
  5. Make changes as needed. You can:
    • Rename a resource. How?
    • Change a description. How?
    • Enter resource notes. How?
    • Enter an alternate resource ID. How?

  6. When you finish changing crew resources, click [Close] to save your changes. Changes are saved to either the estimate or the standard database, based on the Source.

Tip: To change a specific resource in a crew or rate table, right-click the resource and choose Edit Resource from the shortcut menu.