PM Resource - Contractor 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 job or activity that needs to be completed on a Work Order created by a PM where the Contractors are assigned.
Contractor*	Indicates the user-defined, unique ID for the Contractor. The list of Contractors comes from the Work > Administration > Work Flow Setup > Contractors Setup module.
Alt Description	Displays a secondary description of the Contractor.
Department	Identifies the section of the organization responsible for the Contractor.
Division	Identifies the subsection of the organization responsible for the Contractor.
Class	Provides a way to identify the classification of Contractor.
Group Number	Enables user to group selected Resource records together. For example, you could group an internal employee with a the contractor they are responsible for.

* Required.

Billing Fields

Account #

Indicates the reference number for the general Account used to bill for the work that's being 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.

Proj No - Acct

Indicates a reference number for a specific Project Account used to bill for the work that's being 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

Units

Indicates the actual number of units of work the contractor will do to accomplish the task.

Carried over to the Work Order > Task > Contractor's Units field.

Estimated Units

Specifies the estimated number of units of work that the contractor is expected to do to accomplish the task.

Carried over to the Work Order > Task > Contractor's Estimated Units field.

Unit of Measure

Identifies how the contractor's work is measured for this task.

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.