Contractor Resource Record Fields

The fields described below have special functions. For a complete list of available fields, see the Lucity Data Dictionary.

ID Fields


Contractor*		Serves as the user-defined, unique ID for the outside person or company.. The list of Contractors comes from the Work > Administration > Work Flow Setup > Contractors Setup module.
Alt Description		Provides a secondary description of the contractor.
Department		Identifies the section of the organization associated with the contractor.
Division		Identifies the subsection of the organization associated with the contractor.
Class		Distinguishes the contractor using agency-defined criteria.
Group Number		Assigns the contractor to a particular group of selected Task Resource records. For example, the Group Number field can be used to group an Employee with the Contractor whose work they oversee.
Account #		Indicates the reference number for the general account billed for the work that's being done. The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats If this field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled, the system copies the Account # on the Task record here.
Proj No - Acct	Indicates the reference number for a specific project account that should be billed for the contractor's work on a task. An agency can configure Lucity to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled.

* Required.

Scheduling Fields

Res Start Date *

Res Start Time

Identifies the date and time the contractor began working on this task.

If the "Populate Resource Dates from Task Dates" Work Option is enabled, the system automatically applies the Start Date value from the Task record here.

Res End Date *

Res End Time

Identifies the date and time the contractor concluded working on this task.

If the "Populate Resource Dates from Task Dates" Work Option is enabled, the system automatically applies the Start Date value from the Task record here.

Auto Calc Units

Directs the system to automatically calculate the Units field (normal time/cost fields) as the difference between the Res Start Date/Time and Res End Date/Time.

When this feature is enabled, the Units field is read-only.

Cost Fields

Evaluating contractor cost data is a critical element of work and resource management. The Contractor Resource record includes several types of cost fields to accommodate financial reporting and analysis. Contractor cost data also can be rolled up to Task and Work Order records. More information about Work Order Cost relationships

Unit of Measure	Identifies how the contractor's work is measured for this task.
Default Unit Cost	Indicates how much it costs to use this contractor per unit of work. This value is carried over from the person's/company's Contractors Setup record; therefore, the field is read-only.
Override Unit Cost	Enables users to enter a cost that differs from the Contractor's Default Unit Cost.
Cost Markup	Displays the amount by which the records in the Cost Markup grid will increase the Grand Total Cost value. Note: Cost Markup records based on Units only apply to the Normal Time/Cost fields.

Estimated Cost Fields

The following fields enable an agency to estimate the number of work units the contractor will put in on the task and the cost of the contractor's work. Default values for the estimated fields may be carried over from the Work > Administration > Work Flow Setup > Task Setup > Contractor record.

Est Units	Indicates the approximate number of work units it will take the contractor to accomplish the task.
Estimated Unit Cost	Indicates the approximate cost of the contractor per unit.
Est Total Cost	Estimates the cost of using this contractor on this work task.

Unit Cost Fields

Units

Indicates the number of units of work the contractor completed.

Unit Cost

Specifies how much the contractor costs per work unit. The system:

Collects the Default Unit Cost or the Override Unit Costs value (if populated) from the Contractor Resource record.
Unit Cost = Default Unit Cost or

Unit Cost = Override Unit Costs

Total Cost

States the comprehensive cost of using the contractor on the task.

Automatically calculated as: Total Cost = Units x Unit Cost

Summary Cost Fields

Units Grand Total

States the overall number of units of work (typically hours) that are recorded on this Contractor Resource record.

Automatically calculated as:
Units Grand Total = Units

Grand Total Cost

States the overall cost of this contractor's work on this task.

Automatically calculated as:
Grand Total Cost = Total Cost + Cost Markup