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.
   • From a crew or rate table, right-click a cell in the Resource column, and then select Edit All Resources from the shortcut menu.

   Shortcut menus provide access to commands that you may need to accomplish a particular task.

   To open a shortcut menu, point to something in a Sage Estimating (SQL) window, and then right-click it. The available commands vary based on where you are pointing.

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.

     1. Select the resource name.
     2. Click [Rename].
     3. Enter the new name in the Rename Resource window.
     4. Click [OK].

   • Change a description.

     1. To edit the resource description, double-click the resource Description cell.

        To replace the resource description, click the resource Description cell once.

     2. Change the description.

   • Enter resource notes.

     1. Click on the resource in the grid.
     2. Click [Notes].
     3. Enter the notes in the Resource Notes window.
     4. Click [OK].

   • Enter an alternate resource ID.

     The Resource column shows the name (ID) used for the resource in Sage Estimating (SQL). The optional Alternate ID is designed for use with other scheduling applications that use a different identifier for the resource.

     1. Click the resource's Alternate ID cell.
     2. Enter the ID.

For more information, click on the title bar of the window, and then click a field or button.

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.