Special Functions

Below is a list of fields in the Resources grid that have additional functions.

Field Name

Special Function(s)

Account #

If you have the "Populate WO Acct# from Main Task #" option in Work Options set to "yes," this field will automatically be populated with the same default account number as the task selected in the Main Task field.

Also, if you have the "Populate Empty WO Task Acct #  with Main #" option in Work Options set to "yes," this field will automatically populate the Account Number field in the Tasks grid in the work order. Or, if you have the "Populate Empty WO Resource Acct # with Main #" option in Work Options set to "yes," this field will automatically populate the Account Number field in the Resources grid in the work order.

Note: If work options are set to have Work integrate with an outside financial accounting system, the account # field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching an account # to a grayed out field. This is not a required field.

Proj No- Acct

If you have the "Populate WO Acct# from Main Task #" option in Work Options set to "yes," this field will automatically be populated with the same default project number account as the task selected in the Main Task field.

Also, if you have the "Populate Empty WO Task Acct #  with Main #" option in Work Options set to "yes," this field will automatically populate the Project Number Account field in the Tasks grid in the work order. Or, if you have the "Populate Empty WO Resource Acct # with Main #" option in Work Options set to "yes," this field will automatically populate the Project Number Account  field in the Resources grid in the work order.

Note: If work options are set to have Work integrate with an outside financial accounting system, the Proj No - Acct field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching a Proj No - Acct to a grayed out field. This is not a required field.

Res Start Date and End Date Fields

These fields allow you to enter the date the resource started being used and the date the use ended.

Note: If the Work Options Populate Resource Dates from Task Dates option is set at 'yes', then these fields will automatically be populated with the start and end dates from the Tasks grid.

If the resource is already scheduled on another work order for the same period of time, you'll receive one of the two following prompts:

  • It can look like this when you have an option to cancel:

Already Scheduled Prompt

  • Or, it may look like this when only a warning is provided:

Prompt 2

Note: These prompts only appear if you schedule a resource for today's date or dates in the future. If you are scheduling a resource for work on dates in the past, these prompts will not appear. To turn the prompts on or off, consult the Work Options topic, "Disable Resource Availability Checking".

 

See Also

Resources Grid

Adding a Resource

Shared Fields

Time Cost and Unit Fields

Viewing, Editing, Deleting a Resource

Adding Multiple Resources

Copy Selected Resources to Tasks

Group Selected Resources

Populate Hours

Populate Material Units

Populate Dates