The Resource Tree

The resource tree provides a hierarchical view of your organization’s resources, typically sorted by geographical region. It displays on the left of the page.

You can click the toggle button to show or hide the resource tree. When you select a resource from the resource tree, the resource’s activities display in the work area on the right. Click the plus sign (+) next to an entity in the resource tree to expand and view the entities under that group or bucket. Click the minus (-) sign to collapse that view.

The resource types and the overview of the roles performed by each item in the resource tree are:

• Field resource: This resource can perform work, has work skills, work zones associated, and has a related user that is an actual person performing work or a crew or people.

• Vehicle: This resource can have work skills, inventory, and geolocation tracking enabled. When assigned to a team it may add the required work skills and inventory to be used by the team.

• Tool: This resource represents specific tools such as 30-feet ladder and excavator. This resource can have work skills, inventory, and geolocation tracking enabled. When assigned to a team it may add the required work skills and inventory to be used by the team.

• Bucket: This resource is used to accumulate work that is not yet distributed to mobile workers. Only the application can assign activities to this resource. This resource is used for Quota Management.

• Organization unit: This resource aggregates mobile workers, vehicles, and tools in the tree-like hierarchy to simplify management and reporting. This resource is used for Quota Management.