PM Resource - Equipment

PM Tasks can contain a list of equipment that will likely be used to complete the task. These resource records are used to collect time and cost information for the work done.

Equipment grid

The Equipment grid enables you to associate equipment with a Tasks record. If you enter a Task that has Equipment associated with it in the Work Flow Setup Tasks module, those Equipment records will be automatically populated in the PM Tasks > Equipment grid. 

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How to add Equipment to a Task

Equipment record fields

Work Task

Identifies the Task record that the Equipment is attached to.

Resource*

Indicates the user-defined, unique ID for the assigned equiPMent.

  • The list of Equipment comes from the Work > Administration > Work Flow Setup > Equipment Setup module. By default only the Equipment associated to the Work Order's Category are displayed.

Alt Description

Displays a secondary description of the Equipment.

Group Number

Enables user to group selected resource records together by assigning a group ID. For example this can be used to group an employee with a specific piece of equipment or materials that they are authorized to use.

UPC Code

Displays the barcode associated with the Equipment.

* Required.

More Equipment record fields

In This Section

PM Resource - Equipment Fields

Toolkit