Add a Resource Type for the Organization Unit Role

An organization unit aggregates mobile workers, vehicles, and tools in a hierarchical structure to simplify management and reporting. An organization unit does not require a user, cannot process work or activities, is shown with a Double Tech icon, includes the group option, and can have activities assigned.

Note: Some features are available only during the initial configuration. This will vary based on the options selected during the configuration. Features that aren't available for editing after the initial configuration will be greyed out.

1. Click Company Name > Configuration.
2. Click Resource Types in the Resources, Activities, Inventories section.
3. Click Add resource type.
4. Select Organization unit from the Role drop-down list.
5. Complete these fields:

   • Name (Mandatory): Enter a name for the resource type. All supported languages are listed.

   • Label (Mandatory): A unique identifier for the resource type that is mapped to the REST API.

   • Active: Select the Active check box to activate the resource type.

6. Select the Use as Capacity Area check box to aggregate the capacity across buckets.
   For example, assume that the maximum available capacity for Bucket 1 is 1920 minutes and the Use as Capacity Area check box is selected. Bucket 2 has a maximum available capacity of 2400 minutes and the Use as Capacity Area check box is not selected. Now, if you select the Use as Capacity Area check box for Bucket 2, then the Group resource type aggregates the capacity across Bucket 1 and Bucket 2 and changes the maximum available capacity of the Group to 4320 minutes.
7. Click Add.

Results:

The Organization Unit resource type displays on the Resource Types page.