PM Resource - Employee Fields

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

ID Fields

Work Task	Identifies the record in the Task grid that the Employee is attached to.
Resource*	Indicates the user-defined, unique ID for the assigned Employee. An agency establishes its list of Employees in the Work > Administration > Work Flow Setup > Employee Setup module. By default only the Employees associated to the PM/Template's Category are displayed.
Alt Description	Identifies a secondary description of the Employee.
Group Number	Enables users to group selected Resource records together by assigning a group ID. For example, this can be used to group an employee with a specific piece of equipment or materials that they are authorized to use.

* Required.

Billing Fields

Res Account #

Indicates the reference number for the general Account used to bill for the work that will be done. The system can be configured to handle Account Numbers in various formats, each of which will change how users fill out this field.

More information about Account Number formats

The following are special functions tied to the Account #:

If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Account # on the Task record.

Res Proj No - Acct

Indicates a reference number for a specific Project Account used to bill for the work that will be done. The system can be configured to handle Project Account Numbers in various formats; each of which will change how users fill out this field.

More information about Project Account Number formats

The following are special functions tied to the Project Number Account #:

If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Project Number Account # on the Task record.

Time/Cost Fields

These fields enable users to estimate the time the employee will use to accomplish the task and the total cost of this employee resource. These values may be carried over from the Task Setup > Employee record.

Units	Sets actual number of work units (typically hours) it will take the employee to accomplish the task. Carried over to the Work Order > Task > Employee's Units field.
Time Cost	Sets the type of time that the Units field represents. Different Time Costs represent different time multipliers. For example, employees being paid overtime are typically paid for 1.5 hours of work for every hour they work. Carried over to the Work Order > Task > Employee's Time Cost field. Time costs are configured in the Work > Administration > Timecost Setup. More information about Time Costs
Regular Time	Specifies the expected number of regular hours that the employee will work.
Overtime Hours	Specifies the expected number of overtime hours that the employee will work.
Estimated Units	Indicates the estimated number of work units (typically hours) it will take the employee to accomplish the task. Carried over to the Work Order > Task > Employee's Estimated Units field.
Unit of Measure	Identifies how the employee's work is measured for this task, usually measured in hours. Carried over to the Work Order > Task > Employee's Unit of Measure field.

CS Integration Fields

The following fields relate to records in CentralSquare's Finance Enterprise (FE) system. More information about the Finance Enterprise integration.

Note: In certain Lucity modules, these fields may require specific values or combinations based on FE Ledger configuration.

CS General Ledger	Identifies a General Ledger (GL) record in FE.
CS General Key	Identifies a GL Key record in FE.
CS General Object	Identifies a GL Object record in FE.
CS Job Ledger	Identifies Job Ledger (JL) record in FE.
CS Job Key	Identifies a JL Key record in FE.
CS Job Object	Identifies a JL Object record in FE.

CS Fixed Asset

Identifies a Fixed Asset in the Finance Enterprise (FE) system.

Important: This field supports manual entry but will only validate against Fixed Asset records in FE when selecting a value from the lookup.
Note: This field is only used in inventory modules.