Define the Resource Requirements for a Course Template

Open the Course Template DataGrid from your main navigation menu on the left   This will open the Course Templates DataGrid   Find the Course Template you would like to assign Resource Requirements to by applying filters and/or searching the Course Templates DataGrid Right click on the Course Template you wish to update and click ‘Resource Requirements’ from the context menu options If you need to create a new Course Template, please follow our dedicated guide before continuing   This will open the Resource Requirements DataGrid for this Course Template Click the ‘Add Resource Requirement’ button This will open the Resource Requirement form Resource Type - Select what type of Resource is required when this Course is run. Resource Types are used to group your Resources, such as 'Internal Venue', 'Laptop', and 'External Trainer'. They are used to define what your courses need to run, and can be customised to suit your training needs. If you are missing a Resource Type see our dedicated page on Resource Types Resource (Optional): Use this option to pre-define a specific Resource to use when this Course Template is scheduled as a Course, If you decide to pre-select a Resource, when clicking the ‘Select’ button, a pop up will open with the available options based on your Recourse Type. From the pop up, select the Resource you would like to allocate Quantity - Add the total number of the Resources you need for this Course Template to run (i.e. ‘1' projector) Cost - If you would like to define how much your Resource costs to use on this specific Course, add a ‘Cost’ amount here, if you leave this empty then the standard Cost assigned to your Resource will be used instead to calculate your Course expenditure figures for profitability reporting Cost Per - Select what the Cost is per - for example, is it cost per Delegate, cost per Session etc. Requirement Met - checking this option will mark this Resource Requirement as ‘met’ which means that it will not be reported as a requirement to be organised, this option is typically only checked once a Resource has been allocated to the Requirement Your Course Template will now show your new Resource Requirement When you schedule Courses using this Course Template, they will now have the Resource Requirements listed as standard for you and your team to organise and assign