Adding, Editing and Removing Resources (Products)

Created by Lachlan Robbie, Modified on Thu, 9 May at 1:05 PM by Christina Fenech

Introduction

Resources are the name we use for Products, People, Materials and so on - simply put, it's the things you provide that you would normally put on a docket.

Resources are grouped into Resource Categories, which not only organise your resources, but allow them to be treated differently when adding them to a docket. You can read more about that in the Docket Templates area.

To get to the Resources page and Add a New Resource, follow the steps below.

2. Edit a Resource

3. Remove (Delete) a Resource

Uploading Bulk Resources

Bulk resources can be created (or edited) in a Excel spreadsheet and uploaded to Docketbook to streamline the data entry process.

The Excel spreadsheet should have the following column headings.

Resource name / Billable item (Required)

Resource ID (Optional)

Resource Category (Required)

Unit of charge (Required)

Or you can click the Excel link (Resource upload file.xlsx) to enter your resources and then upload by following the steps in the image below.

Attachments (1)

Resource_upl....xlsx
13.8 KB