Resource types

This page lists the resource types a repository ships with and what to use each one for. Every Resource object has one of these types, or a subtype an administrator added beneath one. To add a subtype, see Configure resources.

Locked types carry a meaning the product relies on. They can't be renamed or deleted, and new repositories always have them. The other types are starting points that an administrator can rename, delete, or extend with subtypes.

Organization

The structure of the business. Lanes and RACI (Responsible, Accountable, Consulted, Informed) assignments usually name an Organization resource, most often a Role, Job, or Group, rather than a person. A person's My Assignments view also lists the assignments they hold through the Organization resources they're Responsible for.

Type	Use it for	Locked
Organization	The top of the hierarchy. Create organizational units as resources of the subtypes below.	Yes
Role	A function someone fills, such as an approver or a process owner.	Yes
Group	A team, department, or other unit of people.	Yes
Job	A position someone holds.	Yes
Board	A committee or governing body.	Yes
Legal Entity	A company or other legal person within the organization.	Yes

Labor

Who actually performs the work. People change departments and leave, so don't name them directly. Name the Role or Job they fill, and make them Responsible for it. When someone moves, you change only that assignment.

A person often sits under a Group in the resource tree and is Responsible for Roles, Jobs, or other Groups elsewhere. Their assignments come from the ones they're Responsible for.

Type	Use it for	Locked
Labor	The top of the hierarchy.	Yes
Person	An individual, and the type the product links to platform user accounts. See Link platform users to resources.	Yes
Bot	A software robot that performs steps on its own.	Yes
AI Agent	An AI agent that performs steps on its own.	Yes

Equipment

Machines, tools, and vehicles. The type ships without subtypes; add the ones your organization needs.

Type	Use it for	Locked
Equipment	The top of the hierarchy.	Yes

Infrastructure

The physical places where work happens.

Type	Use it for	Locked
Infrastructure	The top of the hierarchy.	Yes
Building	A building or site.	No
Building > Floor	A floor within a building.	No
Building > Room	A room within a building.	No

Location

Geographic places, as opposed to the buildings in them.

Type	Use it for	Locked
Location	The top of the hierarchy.	Yes
City	A city.	No
Country	A country.	No
Region	A region, such as a sales region or a group of countries.	No

IT Architecture

The systems that support the processes.

Type	Use it for	Locked
IT Architecture	The top of the hierarchy.	Yes
Hardware	Physical IT assets.	No
Hardware > Accessories	Peripherals and other accessories.	No
Hardware > Computer	Workstations and laptops.	No
Hardware > Network Component	Routers, switches, and other network devices.	No
Hardware > Printer / Scanner	Printers and scanners.	No
Hardware > Server	Servers.	No
Software	Software assets.	No
Software > Application	A business application.	No
Software > Database	A database.	No
Software > Operating System	An operating system.	No
Software > AI Model	A machine learning or language model used by an application or an AI Agent.	No

Notes

Simulation projects have their own resource types, set on the project's Resource types tab and separate from the repository types on this page. See Simulation properties.

Organization​

Labor​

Equipment​

Infrastructure​

Location​

IT Architecture​

Notes​

Related​