Equipment Resources

A Work Order Task can include a list of equipment used to complete the task. These records, which are referred to as Equipment Resources, are used to track time and cost data related to the task.

A Work Order Task's Equipment grid lets users associate equipment with that work activity. If the corresponding Task Setup record lists default Equipment for the activity, the system automatically adds those items to the Task's Equipment grid whenever the Task is included on a Work Order.

In the Work Orders > Tasks grid, 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 a piece of equipment (required).
Enter a Group Number if you intend to group the equipment with other resources on the Task.
Enter the Starting Odometer, Starting Hourmeter, or Starting Other Meter reading.
Complete other fields as desired.
Click the button to save the record. The new item now appears in the Work Order Task's Equipment grid.

Click the button next to the Equipment record you want to modify.
Enter the amount of time the equipment was used on the task.
- If you are using the normal time fields, enter the number or hours the equipment was used in the Norm Units field and select the appropriate Time Cost rate (Regular Time, Overtime, External Regular Time, etc.).
  More information about Time Costs
- If you are using regular time fields, enter the number of hours the equipment was used in the Regular field.
- If you are using the overtime fields, enter the number of hours the equipment was used in the Overtime field.
If necessary, enter the Res Start Date/Time, Res End Date/Time.
Enter the Ending Odometer, Ending Hourmeter, or Ending Other Meter reading, as necessary. (Res = Resource)
Click the button to save the record.

In the Work Orders module, click the to expand the desired Work Order record.
In its Tasks grid, select one or more Task records to which you want to add equipment.
Click the Toolkit in the Tasks grid and select the Add Multiple Equipment | Selected Record(s) tool. The following pop-up appears:
Click the Resource picklist. A pop-up similar to the following appears:
- The list initially displays Associated options of Equipment with the same Category as the Work Task. Select Show All to view Equipment associated with a different Category.
- Use the Page arrows to navigate to additional pages of Equipment to select from.
Use the checkboxes to select one or more Equipment.
Click Select. The window returns to the original Toolkit pop-up.
If known enter the amount of Units the equipment was engaged in the work:
- To automatically calculate Units:
  - Mark the Auto Calculate Units box. The Units field becomes read-only, and the system calculates the Units valued based on the Res Start Time and Res End Time.
  Note: This option is automatically enabled if the "Default Auto Calculate Units to True for Toolkits" Work Option is enabled.
  
  More about auto-calculating Units
- To manually enter Units:
  - Enter the time the equipment was in use on the task in the Units field.
Enter the Date the work occurred and the Res Start Time and Res End Time.
Click OK . The selected equipment records are added to the task and are populated with the entered information.


Resource*	Serves as 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, this picklist displays Equipment associated with the Work Order's Category. You may, however, opt to Show All records. If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Equipment item with the Work Order Category.
Alt Description	Provides a secondary description of the equipment.
Department	Identifies the section of the organization to which the equipment is assigned.
Division	Identifies a subsection of the organization to which the equipment is assigned.
Class	Distinguishes the equipment using agency-defined criteria.
Group Number	Assigns the equipment to a particular group of Task Resource records. For example, the Group Number field can be used to group an Employee with a specific piece of Equipment or with Materials that they are authorized to use.
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 equipment's use 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.