Resources

Resources refer to the professionals and their companies responsible for all or part of a project's completion.  You can add, edit, or remove a Resource using the Administration module.

Access Resources

Add a New Resource

Edit a Resource

Delete a Resource

Access Resources

1. From Quadra, access Administration.
2. On the left hand menu, to to Projects and select Resources. 
3. Select Resources.
   

Add a New Resource

1. Open Resources from Administration.
2. On the main Resources page, click Add Resource.
   
3. Fill in the Add New Resource form:
   • Select a Resource Type.
   • Type in a Resource Name, which can be the name of a company or an individual.
   • Select a Trade or Specialty.
   • Type in the Contact Name.
   • Type in the address in the Address 1, Address 2, and Address 3 fields.
   • Type in the Zip, then click Lookup Zip Code. The City and State fields will fill in automatically.
   • Type in the Phone Number, Fax, and Email address.
4. Click Add New Resource.  You will see a confirmation message stating your resource was successfully added.

Edit a Resource

1. Open Resources from Administration.
2. On the main Resources page, select a Resource from the list and click the Edit icon. 
   
   
3. Edit any of the fields as needed.
4. Click the Save icon. 

Delete a Resource

1. Open Resources from Administration.
2. On the main Resources page, select a Resource from the list and click the Delete icon under the action menu. 
   

3. In the window asking if you are sure you want to remove this resource, click OK.