Resource Management
Resources are the building blocks of work in Aptli: the materials, labour types, and equipment that get planned into jobs, allocated through work orders, stocked at sites, and consumed on field reports. Registering them once, in a shared catalogue, is what makes planning, stock tracking, and reporting line up across the whole system.
This page is the conceptual overview. For step-by-step instructions, follow the links to the Inventory Management pages.
What counts as a resource
- Planned labour — e.g. installation of field equipment, tracked by hours or days
- Ad hoc work — e.g. draining a flooded access point
- Consumable stock — e.g. metres of cable or countable fittings
- Non-consumable equipment — e.g. ladders and forklifts
It isn't critical to capture every possible item up front, but defining your most common needs — rather than dumping everything into a catch-all "miscellaneous" — makes reporting and planning far more useful.
How a resource flows through the system
A resource is defined once, then referenced everywhere it's needed. The same catalogue entry threads through planning, stock, and reporting:
┌──────────────────────┐
│ RESOURCE (catalogue) │ defined once: name, units, type
└───────────┬──────────┘
│ referenced by…
┌─────────────┼─────────────────────────────┐
▼ ▼ ▼
┌─────────┐ ┌──────────────┐ ┌──────────────────┐
│ JOB │ │ STOCK ITEM │ │ REPORT │
│ plans │ │ a balance at │ │ records what was │
│ how much│ │ a SITE │ │ actually consumed│
│ is needed│ └──────┬───────┘ └────────┬─────────┘
└─────────┘ │ │
│ every movement (receipt, │
▼ transfer, pickup, ▼
┌──────────────────────────────────────┐
│ TRANSACTION │
│ the immutable record of stock moving │
└──────────────────────────────────────┘
The work-side companion to a resource is an activity — the type of work a crew performs, declared on a work order. Resources cover what work consumes; activities cover what work does. Both can be drawn from a catalogue or entered ad hoc.
Resource types
Aptli recognises three types, which affect how a resource is tracked and converted:
- Material — consumable items tracked by quantity and unit of measure (e.g. Cat6 cable in metres, conduit fittings by count)
- Labour — people or teams required for a job, tracked by hours or days
- Equipment — non-consumable items that are allocated and returned (e.g. ladders, vehicles, test equipment)
Where to manage resources
| Task | Location |
|---|---|
| Create and edit resource definitions | Inventory → Resources |
| Track stock levels and movements | Inventory → Transactions |
| View stock at a specific site | Inventory → Sites |
| See current balances by location | Inventory → Stock Items |
| Define the work crews perform | Work Fulfillment → Activities |
Getting started
Setting up resources for the first time? Start with the Inventory Management — Resources guide for step-by-step instructions on building your catalogue, then see How Aptli Fits Together for the big-picture relationships.