The Planned Task module's Fluid Resources function enables an agency to estimate the amount of a particular fluid required to complete a task and how much that fluid will cost. The quantity and cost data supplied here are rolled up into the Planned Task record's monthly cost estimates.
Fluid Resources grid
A Planned Task record's Fluid Resources grid lists fluids the department expects to use to complete the planned task this fiscal year.
Open the Work > Planning and Budgeting > Tasks module.
Click to expand the Planning and Budgeting > Task record for which you want to create a Fluid Resources record.
Select the Fluid Resourcesgrid.
Click Add . A new Fluid Resources record appears.
Use the Resource picklist to select the Fluid you want to link to this Task (required). Options in this list come from the Fluid Setup module.
If the related Fluid Setup record specifies the Unit of Measure and Unit Cost for the item, Lucity automatically copies those values to the Planned Fluid Resource record.
If the Unit of Measure and Unit Cost values do not carry over, you must complete these fields manually.
Enter the Quantity of units you expect to use to complete this task during the fiscal year.
Click outside the Quantity field. Lucity calculates the estimated Total Cost of the fluid for the task.
Save and close the record. The new record now appears in the Work > Planning and Budgeting > Fluid Resources grid; however, Quantity and Cost data from the Resource record are not included in the Task's Quantity and Cost figures until Lucity Nightly Services runs or you run one of the Perform Cost Update toolkits.
The new record now appears in the Work > Planning and Budgeting > Fluid Resources grid.
Fluid Resource record fields
Resource*
Identifies a fluid that the department plans to use to complete the task.
Identifies the fluid's unit of measurement (for example, gallons, liters, ounces or milliliters).
Lucity automatically completes this field using corresponding data from the Fluid Setup record, if available.
Unit Cost
Specifies the cost to use one unit of this fluid.
Lucity automatically completes this field using corresponding data from the Fluid Setup record, if available. However, you can change the Unit Cost on this record without altering the original Setup record.
Quantity
Specifies the estimated number of resource units required to complete this task.
This value should correlate with the Unit of Measure.
Total Cost
Calculates the total estimated cost of the fluid required for the task.
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How to add a Fluid Resource to a Planned Task