---
title: Resources
summary: Set up the list of materials, labour, machinery, tools and other items that you buy, receive and use on site, and group them in categories.
order: 1
menu: Company settings > Site Monitoring > Resources
route: /resources
who: People who have the View Resources permission. Adding needs Add, editing needs Edit, deleting needs Delete. Bulk add needs Approve.
---

A resource is anything you buy, receive or use on a project. Examples are `White cement` (material), `Mason` (labour), `Excavator` (machinery) and `Drill machine` (tool). You create each resource once for the whole company. Purchase orders, deliveries, stock and rate analyses then pick the resource from this list.

Each resource has a type, a category, a code, a name and a unit of measure, such as `kgs` or `nos`. It can also carry a standard rate, called schedule of rates (**SOR**), a tax and rules for how it is received on site.

## Before you start

- Create the taxes you want to link, under **Company settings > General > Taxes**.
- Create a quality checklist if you want a check at delivery. See [Checklists](checklists.md).

## The five types

| Type | Use it for |
| --- | --- |
| **Material** | Goods delivered to site, such as cement or steel. |
| **Labour** | Workers paid by hours or days, such as a mason. |
| **Machinery** | Equipment, such as an excavator. A machine can name a material as its fuel. |
| **Tool** | Small tools that move between projects. |
| **Miscellaneous** | Any other item. |

The form shows only the settings that fit the type. For example, **Inventory settings** appear for **Material** and **Tool** only.

## How to add a resource

1. Open **Company settings > Site Monitoring > Resources**.
2. Click **Add Resource** (mark 1 in the first picture). A form opens.
3. Choose the **Type** (mark 1 in the second picture).
4. Choose the **Category** (mark 2), or type a new category name to create it. When you choose an existing category, Superwise fills a suggested **Code**. If you type a new name, it suggests a code from the first two letters of the name.
5. Check the **Code** (mark 3). It can have up to 10 characters. You can change it.
6. Type the **Name** (mark 4). It can have up to 200 characters.
7. Choose the **Unit** (mark 5), for example `cum`, `sqm`, `nos` or `kgs`.
8. Type **Specifications** if you want to. The limit is 500 characters.
9. In **Amount details**, type the **SOR**, choose a **Tax** and type a **Tax Code** if you need them.
10. Click **Save** (mark 6).

![The Resources list. Mark 1 is Add Resource. Mark 2 is the search box. Mark 3 is the Categories tab.](../media/resource-list.png)

![The resource form. Marks 1 to 5 are Type, Category, Code, Name and Unit. Mark 6 is Save.](../media/resource-form.png)

Fields marked with a star are required. The **Summary** on the right lists what is still missing.

## How to set the rules for site use

The form has sections that open when you click **show**.

1. Click **show** in **Inventory settings** to open it. Turn **Inventory Check** on (mark 1 in the next picture) to follow the stock of this resource. For a **Material**, also type **Minimum Stock Level**, **Indent Lead Time** (days) and **Procurement Lead Time** (days).
2. Click **show** in **Transaction settings**. Type **Permissible Variation** to say how much more than the purchase order quantity you accept. Turn on **PO Required** (mark 2) when a purchase order must exist before delivery.
3. Turn on **Challan Images Required**, **Resource Image Required** or **Delivery Info Required** to make site staff add pictures or delivery details. The first switch is named **Work Images Required** for **Labour** and **Images Required** for **Machinery**.
4. For a **Material**, click **show** in **Quality settings**. Turn the section on and choose a **Quality Checklist**. Site staff then fill this checklist at delivery.
5. Click **show** in **Account settings** to type the **Income Account**, **Expense Account** and **Asset Account** used by your accounting software.

![The Transaction settings section. Mark 1 is Inventory Check. Mark 2 is PO Required.](../media/resource-form-settings.png)

For a **Machinery** resource, choose a **Fuel** in **Amount details** if the machine uses a material as fuel.

## How to edit, delete or view a resource

1. Click the three dots at the end of the resource row.
2. Click **Edit** to open the form again. You cannot change the **Type** when there are postings on the resource, or when a purchase order or purchase bill uses it.
3. Click **Delete**. A box **Confirm Action** asks you to confirm. Click **Confirm**.

Click the arrow at the start of a row to see details. The **Suppliers** tab lists suppliers with their rate and contact. The **Other Details** tab shows **PO Required**, **Inventory Check**, **Delivery Info**, **Quality Check**, **Resource Image** and **Challan Image**.

Use the **Code**, **Name**, **Type**, **Category** and **Tax Name** buttons above the list to filter. Click **Export** to download the list.

## How to add many resources at once

1. Click the arrow at the right of **Add Resource** and click **Bulk Add Resource**. You need the Approve permission for resources.
2. Fill one row for each resource, or paste rows from a spreadsheet. **Code** and **Name** are required in every row. The other columns are **Type**, **Unit**, **Category**, **Tax Code**, **Specifications**, **Rate**, **Lead Time (Indent)**, **Lead Time (Procurement)**, **Min. Stock**, **Inventory**, **Tax**, **PO Required** and **Image Required**.
3. Click **Save** (the mark in the picture).

![The Bulk Add Resources grid. The mark is the Save button.](../media/resource-bulk-add.png)

Categories that do not exist yet are added for you. If any row is wrong, Superwise saves nothing and lists the problems. Fix them and save again.

## How to manage resource categories

1. Click the **Categories** tab (mark 3 in the list picture).
2. Click **Add New Category** (mark 1 in the next picture). A form opens at the side.
3. Type the **Name**. Type a **Tax Code** if you want. Click **show** next to **Account Settings** for the account fields.
4. Click **Save**.

![The Categories tab. The mark is the Add New Category button.](../media/resource-category-list.png)

Use the icons at the end of a category row. **View resources** shows the resources of that category. The pencil edits the category. The bin deletes it.

## The resource variation page

The resource variation page shows one resource in one project. It is a tree by area. It compares planned and actual values. The columns are **Area**, **Planned BOQ Quantity**, **Actual BOQ Quantity**, **Planned Resource Quantity**, **Actual Resource Quantity**, **Commissionned Quantity**, **Planned Rate Analysis** and **Actual Rate Analysis**. Click the arrow at the start of a row to open the next level.

## What the columns mean

| Name | What it means |
| --- | --- |
| **CODE** | The short code of the resource. |
| **NAME** | The resource name. |
| **TYPE** | Material, Labour, Machinery, Tool or Miscellaneous. |
| **CATEGORY** | The group of the resource. |
| **SOR** | The standard rate, shown with its unit, for example `₹0.00 / nos`. SOR is short for schedule of rates. |
| **TAX NAME** | The tax linked to the resource. |

## Rules to know

- A resource name and a resource code cannot repeat. A category name cannot repeat.
- A category is required. A resource without a category cannot be saved.
- You cannot change the type of a resource that has postings, or that a purchase order or purchase bill uses.
- You cannot delete a resource that other records use. The system shows one message for each kind of record. You cannot delete a category that has resources: **Category has resources linked to it**.
- In bulk add, a code or name that already exists, an unknown type or an unknown unit stops the whole save.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| **Category is required**, **Code is required**, **Name is required** or **Unit is required** | Fill the field named in the **Summary**. |
| **Resource Name cannot be repeated.** | Search the list and use the existing resource. |
| **Resource Code cannot be repeated.** | Use another code. |
| **Resource Type cannot be changed if there are Postings on the Resource and/or Purchase Order/Purchase Bill has been created for the Resource** | Keep the type. Create a new resource if you need another type. |
| **Category has resources linked to it** | Move the resources to another category first. |
| **Code, Name, Type, Category are mandatory fields for resources** in bulk add | Fill these columns in each row. |
| **Invalid unit** or **Invalid type** followed by a name | Choose the value from the list in the grid. |

## Related pages

- [Checklists](checklists.md): the quality checklist you can link to a material.
- [Work items](../planning/work-items.md): rate analysis uses resources.
- [Templates](../planning/templates.md): task sheets list labour resources.
- [Site monitoring masters](index.md): the order to set up the site lists.