Resource categories
Group resources by type — vehicles, accommodation, rooms, and pitches — before adding individual assets.
A resource category groups resources of the same type, for example Meeting rooms or Fleet vehicles. Categories behave like departments do for teams.
Before you start
Confirm the resource types you need are enabled under Settings → General → Capabilities → Resource types. Disabled types are hidden when you create categories and resources.
Create a category
- Open Resources.
- Choose Add category.
- Enter a name and an optional description.
- Choose a resource type — vehicle, accommodation, room, or pitch.
- Optionally pick an icon for list views.
- Save.
The category wizard has two steps: Basics and Summary.
Manage categories
From the resources list you can:
- filter resources by category;
- edit a category's name, description, icon, or type;
- delete a category — this also removes the resources inside it.
Type-specific details
Each resource type brings its own detail fields, for example seats and transmission on a vehicle, or capacity on a room. You fill those in when you create a resource, not on the category.