The Resources you set up here will allow you to keep track of the supplies required for each event. (Note that in previous versions of EventPro Planner, this area was called "Detail Items".)
1.
Select the event category to which you want to add resources and click on the Resources tab.
2.
You will first need to create Categories under the left-hand selection grid. To review how to create these categories, see Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items. Add as many categories as you require for this event category template.
3.
Now you can add resource items to each category. To review how to add resource items to categories, see Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items. Note, however, that the window will be slightly different. There is no Outsourced & Billing tab and you cannot add Ordering Information when you are adding resources items to an event category template. When you eventually book an event based on this template, you can add ordering information for resource items.
Continue adding as many resource items as you require for each category. Items added here will be added to the Resource Master Inventory on the fly.
5.
Later, if you book an event using this event category template, the categories and items will be pulled into the Organization Setup | Resources tab of the Event Setup window in the EventMaintenance screen.
6.
If you do not use the event category template when booking the event, but still want to use resource items from a template, you can do so by copying the template into the Organization Setup | Resources tab of the Event Setup window. See Chapter 5: Set Up an Event, Organization Setup: Resources, Copy Template – Resources.
