Resources Grid

The Resources grid allows you to associate resources with any sub-tasks in the Task 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 you add resources to the grid, you can group them by number.  You can also populate employee/equipment hours and the amount of materials used to complete a task without opening the resource record.

Note:  If the material or fluid resource in this grid is integrated with the Parts Inventory module, and if units are specified for that material or fluid, the resources will be taken from inventory when a work order is created from the PM/Work Template.  

You can sort items in this grid by clicking on the headings at the top of the grid.  An up or down arrow (circled in red below) will appear signifying ascending or descending order.  Click the heading again to change the direction.

PM Resources Grid

In This Section

How To Add a Resource

How To View, Edit or Delete a Resource

Shared Fields

Special Functions

How To Group Selected Resources

How To Populate Hours for Multiple Resources

How To Populate Material Units for Multiple Records