Creating and Editing Resources

Quick Workflow

1. Open the Resources view.
2. Select a folder (or the type root).
3. Click New Resource on the toolbar.
4. Fill Name, Unit, BaseRate.
5. Press Enter to save; the new resource appears in the grid.

Inline Editing

Resources can be edited in-place on the grid. Every property except IDs and timestamps is editable.

Bulk Edit

Select multiple rows and right-click → Edit Selected to update shared properties in one shot (common on annual rate reviews).

Drag and Drop

Drag a resource:

• Between folders to recategorise.
• Onto a Direct Cost Item row to link it as that item's resource.
• Onto a Breakdown row to link as that breakdown's component resource.

Duplicate

Ctrl+D duplicates the selected resource. Great for creating a range of rates based on a template.

Omit and Delete

• Omit (checkbox or IsOmitted) → keeps the row but excludes it from pick lists.
• Delete → confirmation; blocked if any item or breakdown still references the resource (use Replace Resource first).

Cascading Rate Changes

When you change BaseRate, AppliedFactor or MarkupPercentage, the Resource Service cascades:

1. Updates DirectRate and SellRate on the resource.
2. Re-prices every DirectCostItem and DirectCostBreakdown referencing it.
3. Re-prices parent items (TotalWithChildren).
4. Updates markup and sell rate allocations downstream.

A progress toast shows the cascade count while it runs.

Custom Properties

The CustomProperties JSON blob lets you stash arbitrary metadata (e.g. supplier code, preferred vendor, lead time). Custom columns (04.8) surface these on the grid.