Setting up a new crew

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

To set up a new crew:

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

   • 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].
4. Complete the fields at the top of the window.
5. Click [Resources] to open a list of labor and equipment resources.

   • Select the resources to use in the crew. Double-click (or drag and drop) a resource to select it. You can select multiple resources in the list using the standard Microsoft Windows selection methods.

   • When you select a resource, it displays in the crew resources grid with a quantity of 1. Selecting the same resource again increases its quantity by 1.

   • When you finish selecting resources for the crew, close the Resource list.

6. Review the crew resources grid. If necessary, you can:

   • Create a resource. How?

   • Edit a resource. How?

   • Change a resource quantity. How?

7. When you finish setting up the crew, click [OK] to save it.
8. Set up additional crews in the same manner.
9. When you finish, click [Close].