Equipment

To streamline the process of creating Work Orders or PMs, agencies can associate Equipment that is typically used to complete a certain type of work with related Task Setup records. Then, when a user adds that Task to a Work Order's or PM/Template as a Sub Task, the Equipment items are added to the Work Order or PM, as well.

A Task Setup record's Equipment grid lists items from the Equipment inventory that are associated with the Task by default.

In the Work > Administration > Work Flow Setup > Task Setup module, click the button to expand the Task record to which you want to add a piece of equipment.
Select the Equipment grid and click the button. The Equipment form appears:
Use the Resource pick-list to select an item from Lucity's Equipment Inventory. (Required.)
Enter the Account # and Proj No - Acct that should be applied when using this equipment for this task.
Enter a Group Number if the equipment should always be associated with other resources on the task.
Enter the Unit of Measure that should be applied to this piece of equipment.
Enter the expected number of Units to indicate how much the equipment will be used.
Click the button to save the record. The new item now appears in the Task Setup record's Equipment grid.

Open the Work > Administration > Work Flow Setup > Task Setup module.
Click the to expand the Task record to which you want to add Equipment.
Click the Toolkit in the Equipment grid and select Add Multiple Equipment. The following pop-up opens:
Select the Equipment you want to add to the Task record. Equipment is a required field. Use CTRL + click to select the desired Equipment items.
Press Select.
Provide the number of Units. The Units fields enables you to enter how much of the resource was used whether it is the number of hours, feet, etc. Documenting resource quantities enables you to accurately reorder resources and calculate costs.
Click OK to save the record. The new Equipment now appears in the Equipment grid.

Resource**	Identifies the equipment item by its unique code and type. Records in this pick-list come from the Equipment Inventory module.
Alt Description	Enables users to use another form of identification for the equipment.
Account #	Specifies the account number associated with the equipment's use on this task.
Proj No - Acct	Specifies the project number associated with the equipment's use on this task.
Group No	Collects resources together within the task. Often used to group an employee with a specific piece of equipment or with materials that he or she is authorized to use but may be used to group other resources.
Unit of Measure	Specifies the unit of measure that applies to the equipment's use on this task.
Units	Sets the expected number of hours the equipment will be used on the task. The Time Cost field indicates what kind of time this field represents. This is used in the Work Order > Task > Employee > Units field.
Time Cost	Indicates how the equipment's cost for time entered into the Units field should be calculated; for example, as regular or external.
Estimated	Sets the overall total amount the equipment will spend on the task.