PM Resource - Materials

PM/Template Tasks can contain a list of Material Resources that will likely be used to complete the task. These records are used to estimate material amounts needed to accomplish scheduled work.

Materials can also be tied to the Parts Inventory modules, which automatically deducts parts from the inventory when they are used on Work Orders that are created from PMs.

Materials grid

The Materials grid enables users to associate Materials with any Tasks in the Tasks grid. Any Materials associated with the Task Setup record will automatically be added to the Task's Materials grid whenever that Task is used on a PM/Template.

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How to add Material to a PM/Template Task

Materials grid record fields

Work Task

Identifies the PM Task record that the Material is attached to.

Resource*

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

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

Alt Description

Displays a secondary description for the Material.

UPC Code

Displays the barcode associated with the Material.

  • If the Material Setup record is linked to a Parts Inventory record and a user enters the Part Record's barcode into this field, the Resource field will auto-populate with the related Material ID.

More information about Material > Parts integration

Group Number
  • Enables user to group selected Resource records together by assigning a group ID. For example you could group an employee with a specific piece of equipment or materials that they are authorized to use.

* Required.

More Material record fields

In This Section

PM Resource - Material Fields

Toolkit