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 first add a task before resources can be added in the Resources grid. You can add multiple resources at one time to the grid. You can populate employee and equipment hours and the amount of materials used without opening the resource record. You can also group selected resources.

Note: If you enter a task that has a resource(s) associated with it (in the Work Flow Setup, Work Tasks module), that resource(s) will automatically be populated in the Resources grid.