Module Resources

Resources
Numero/ID of module	0
User doc. of module	This page
Developer doc. of module	Module Resources (developer)

Introduction

The Resource Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list.

The main purpose of the module is to register the resources of the organisation.

Current documentation applies to 4.0.2 Dolibarr release.

What this module does

Manage a list of resources.
Support resource type.
Support adding notes to resource (public, private)
Support resource links with contacts/users
Support resource links to documents and/or URL.
If the event module is activated, you could link resources to event.

What this module does not

Does not support tag/categories for resource.
Does not support extra fields. (will do in 5.0)

Installation

This module is installed with Dolibarr and need to be enabled in the module list.

Configuration

Below are the options available to configure this module.

Set-up options

There is currently no set-up options for the module.

Dictionaries

The module comes with the the "Type of resources" dictionary.

By default this dictionary is empty.

Go to the Setup menu and select Dictionaries to enter a list of values to categorize your resources.

The module also use the "Contact/Address types" dictionary, and populate it by default to associate a contact or a user responsible for the resource.

Permissions

Read resources
Create/modify resources
Delete resources
Link resources to agenda events

By default there is no default permission.

Go to the Setup menu and select Security to define some ( 1 and 4 is a good choice).

Usage

The module is available from the Tools icon available in Dolibarr top menu.

Entities and Business rules

Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
待完成，欲帮助完成，注册帐号，点击“编辑"
ページは未完成の状態です。完成させるにはアカウントを作成し、ページに戻って「編集」をクリックして下さい。

Resource

This is the main and unique object added by this module.

Resource properties

Name: Name of the resource. Mandatory. Does not need to be unique.
Type: Value from "Type of Resource" dictionary. To categorize your resources, could be used to sort the resources list.
Description: A text to describe your resource.
Public Notes: A text area (html) to store public notes on the resource.
Private Notes: A text area (html) to store private notes on the resource.

Resource links

Users: You could allocate multiple users to a resource, specifying a rôle. Actually the only role defined by default is 'In charge of resource', but you could extend it if needed. Note there is no limitation to number of users linked, even with the same role.
Contacts: You could allocate multiple contacts - from different third parties - to a resource, specifying a rôle. Actually the only role defined by default is 'In charge of resource', but you could extend it if needed. Note there is no limitation to number of contacts linked, even with the same role. Contact and User roles could be different if needed.
Documents: You could upload multiple document files and link them to the Resource.
URL: You could attach multiple URL link to a resource.

Examples of use cases