The Resource Catalog is your master list of items — labour, materials, equipment, subcontract work, and other costs — that can be added to project tasks, assembled into bundles, and tracked through purchasing and inventory. Every item you use on a job should live here first.
Navigation path: Dashboard → Resource Catalog
The Resource Catalog List
What you see on this screen
| Column | Description |
|---|---|
| Resource Name | Item name. Vendor part number appears below when set. |
| ID | Auto-assigned catalog number (e.g. 1001). |
| Category | Labor, Material, Equipment, Subcontract, Other, or Assembly. |
| Unit Cost | Your cost per unit. |
| List Price | The price you charge per unit. |
| Status | Active or Inactive. |
| Inventory | Yes if this item is tracked as an inventory item. |
| Tax Rate | Assigned tax entity and rate, if any. |
| Description | Optional catalog description. |
| Actions | Edit (pencil) or Delete (trash) the row. |
Use the search bar to filter by name, description, category, or vendor part number. Use the Category dropdown to filter to a specific category. Click Create Catalog Item to add a new resource.
The Resources and Assemblies tabs at the top let you switch between individual resources and pre-built bundles.
Creating a New Resource
Click + Create Catalog Item to open the dialog.
Catalog Number and Name
| Field | Required | Description |
|---|---|---|
| Catalog Number | Yes | A unique numeric identifier for this item (e.g. 1001). Used for sorting and reference. |
| Name | Yes | The display name for this resource (e.g. "12" PVC Pipe", "Crew Labour – Standard"). |
Classification
| Field | Required | Description |
|---|---|---|
| Category | No | Broad type of resource. Options: Labor, Material, Equipment, Subcontract, Other, Assembly. |
| Subcategory | No | A finer grouping within the category (e.g. "Fasteners" under Material). |
| Status | Yes | Active (available for use) or Inactive (hidden from selection). |
References
These fields link the resource to other parts of the system.
| Field | Required | Description |
|---|---|---|
| Pricing Type | No | Controls how markup and billing are calculated. Leave blank to inherit from the category default. |
| Cost Account | Yes | The Chart of Accounts entry where costs for this resource are posted. |
| Unit of Measure | Yes | How this item is measured (e.g. Each, Linear Foot, Hour, Square Foot). |
| Primary Vendor | No | The vendor account you typically purchase this from. |
| Tax Rate | No | Assigns a Tax Entity to this resource so the correct rate is applied automatically when it is added to a task. |
Pricing & Inventory
| Field | Description |
|---|---|
| Unit Cost | Your cost per unit of measure. Used for job costing and purchase comparisons. |
| List Price | The standard price charged to the client per unit. |
| Default Markup % | Markup applied on top of unit cost if no pricing type override is set. |
| Vendor Part Number | The vendor's SKU or part number for this item. Displayed beneath the name in the grid. |
| Taxable | Whether sales tax applies when this item is billed. Defaults to Yes. |
| Inventory Item | Set to Yes to track stock quantities through purchasing and receiving. Enables the Reorder fields. |
| Reorder Point | When on-hand quantity falls to or below this level, a reorder alert is triggered. |
| Reorder Quantity | The quantity to purchase when reordering. |
Description and Tags
| Field | Description |
|---|---|
| Description | Free-text notes about the item — specifications, installation notes, sourcing details. |
| Tags | Assign tags to group or filter resources. Type to search existing tags or create a new one inline. |
Editing a Resource
Click the pencil icon in the Actions column to open the item for editing. Update any fields and click Update Item to save.
Deleting a Resource
Click the trash icon in the Actions column. A confirmation prompt will appear before the item is removed. Deletion cannot be undone.
Tips & Best Practices
- Set up your Unit of Measure and Chart of Accounts in Financial Foundation before adding resources — they are required fields.
- Use consistent Catalog Numbers (e.g. 1000–1999 for materials, 2000–2999 for labour) so items sort predictably in dropdowns.
- Assign a Tax Rate at the resource level so tax calculates automatically when the item is added to tasks or purchase orders — no manual entry needed.
- Mark items as Inventory Items only when you physically stock and track quantities. Service items like Labour should stay as non-inventory.
- Use Inactive status to retire an item without deleting it — its history in completed jobs is preserved.
Related Topics
- Assemblies — Bundle multiple resources into reusable templates
- Pricing Types — Control how markup is calculated per resource category
- Tax Entities — Define the tax rates assigned to resources
- Unit of Measures — Configure the measurement units used on resources