TaskRox Help & User Manual
Select a topic from navigation to view one module at a time.
Topic: Resources
General
Modules
Resources
Project deployment layer for personnel, plant/equipment, and materials.
On this page
Overview
Resources is the project-side allocation module. It does not replace Workforce or Fleet. Instead it answers: who and what is deployed on this project right now?
The overview page shows headline counts for: - active personnel - ready vs blocked personnel - active assets and out-of-service assets - material lines needing action
Use Resources when you need project assignment, operational readiness, and field custody. Use Workforce or Asset Management/Fleet when you need the master record.
Personnel
The Personnel register lets you add people from Workforce into the project roster.
For each assignment you can set: - project role - linked contact - company - crew, supervisor, shift, and work area - start and finish dates - assignment status and notes
Each row also shows the person's latest readiness result so project teams can see ready / warning / blocked without leaving the project.
Plant & equipment
The Plant & Equipment tab pulls from the organisation fleet and project plant registers.
Add an asset to the project, then track: - assigned operator - mobilisation and demobilisation dates - work area - operational status: planned / active / out of service / demobilised - custody state: available / checked out / unavailable where the backend permits it - location tracking state: if a tracker is assigned to the asset, view last-seen position and movement status directly from the asset detail panel
Field users can scan an asset QR code in the Android app to resolve the backend asset record, view the current status before acting, and check the asset out or back in. Checkout never happens automatically on scan; action buttons follow backend permissions and latest custody state.
This keeps project allocation separate from the master fleet record while still using the same underlying asset.
Materials
The Materials tab tracks project material lines and shortfalls.
Each material can store: - description and unit - planned, ordered, delivered, and used quantities - supplier contact - status: planned / ordered / partial / delivered / consumed / hold - notes
This gives the project team one place to monitor lines that are short, on hold, or still waiting to land on site.