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Create, edit, and delete Resources
Create, edit, and delete Resources

Manage resources like employees or workstations in Katana.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Creating, editing, and deleting resources ensures that your production operations run smoothly. Resources can be anything from employees to workstations, and managing them effectively allows for assigning specific tasks and calculating operational costs.

In the Production operations tab of the product card, you can assign a Resource to each Operation step.

Manage the tasks list for each Resource from the Tasks tab of the Make screen.

Tasks tab inside the make screen

If a Resource you want to use isn't in the list, create it from in the Production operations tab inside a product card.

Creating new Resources

  1. Create a product or choose an existing one from the Items screen.

    Picking a product from the items screen

  2. Click on the Production Operations tab (you'll need to have I make this product checkmarked).

    Production operations tab inside a product card

  3. Type in a new resource name in the Resource field.

    Adding a new resource within the production operations tab

  4. Press Enter or click on Create new "resource" in the drop-down menu. Your Resource name is saved automatically.

You can also create, edit, and, delete resources from Settings screen > Resources.

On the Resources page, you can assign a default Cost per Hour to each Resource. The Cost per Hour will then be added to the production operation step on the Production operations tab.

Saved resources can be reused in production operations for other products, saving you time re-adding them.

From the Settings screen, you can also drag and drop to reorder resources. The same order of resources is used in the Tasks tab of the Make screen. Read more about the Tasks tab.

Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: [email protected]

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