Material Resources

The Planned Task module's Material Resources function enables an agency to estimate the amount of a material needed to complete a task and the cost of that material. The quantity and cost information gathered here is rolled up into the Planned Task record's monthly cost estimates.

A Planned Task record's Material Resources grid lists materials the department expects to use to complete the 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 Material Resources record.
Select the Material Resources grid.
Click Add . A new Material Resources record appears.
Use the Resource picklist to select the Material you want to link to this Task (required). Options in this list come from the Material Setup module.
- If the related Material Setup record specifies the Unit of Measure and Unit Cost for the item, Lucity automatically copies those values to the Planned Material 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 material for the task.
Save and close the record. The new record now appears in the Work > Planning and Budgeting > Material 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.

Resource*	Identifies a material that the department plans to use to complete the task. Picklist options come from the Work > Administration > Work Flow Setup > Material Setup module.
Unit of Measure	Identifies the material's unit of measurement (for example, feet, meters, items, gross, pounds, tons, etc.). Lucity automatically completes this field using corresponding data from the Material Setup record, if available.
Unit Cost	Specifies the cost to use one unit of this material. Lucity automatically completes this field using corresponding data from the Material 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 material required for the task. Calculated as: Unit Cost x Quantity