Tasks and Resources Tab

The Tasks and Resources tab provides two grids where you can assign sub-tasks to the work order and associate resources with those tasks.  You must add a task in the Tasks grid before you can add resources in the Resources grid.  If you enter a task that has resources associated with it (in the Work Flow Setup Tasks module), those resources will be automatically populated in the Resources grid.  Once resources are added to the grid, you can group them by number.  Also, you can populate employee/equipment hours and the amount of materials used to complete a task without opening the resource record.  

In addition, this tab contains several estimated duration and cost fields. These fields allow you to manually enter the anticipated costs for the work order. The Total Estimated Cost field is calculated by the system.

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PM Task Resources

In This Section

Tasks Grid

Resources Grid

See Also

PM Work Template

PM Header Data

WO (Work Order) Tab

Location Tab

Assets tab

Checklist Tab

Scheduling WOs (Work Orders) Tab

Grouped PMs

Related WOs

Billing Tab

WO Custom Tab

Custom Tab(s)

Comments Tab

Toolkit

How to Create a PM

How to Edit a PM Schedule

How to Create a WO Template

PM Work Template Tutorial Movies