The Planned Task module's Equipment Resources function enables an agency to estimate its use of a class of equipment that is necessary to complete a task and the cost of using that equipment. The quantity and cost information gathered here is rolled up into the Planned Task record's monthly cost estimates.
Equipment Resources grid
A Planned Task record's Equipment Resources grid lists classes of equipment 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 an Equipment Resources record.
Select the Equipment Resourcesgrid.
Click Add . A new Equipment Resources record appears.
Use the Resource picklist to select the Equipment type you want to link to this Task (required). Options in this list come from the Equipment Classification Setup module.
If the related Equipment Classification Setup record specifies the class's Unit of Measure and Hourly Rate, Lucity automatically copies those values to the Equipment Resource record's Unit of Measure and Unit Cost fields.
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 this equipment class's work on the task.
Save and close the record. The new record now appears in the Work > Planning and Budgeting > Equipment 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.
Equipment Resource record fields
Resource*
Identifies the class of equipment the department plans to use to complete the task this fiscal year.
Identifies the unit of measurement applied to the equipment's use.
Lucity automatically completes this field using corresponding data from the Equipment Classification Setup record, if available.
Unit Cost
Specifies the cost to use one unit of this equipment class.
Lucity automatically completes this field using the Hourly Ratefrom the Equipment Classification 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. For example, a Quantity of 16 and a Unit Of Measure of Hours would indicate that 16 hours of equipment use is planned for this task.
Total Cost
Calculates the total estimated cost of using this equipment classification on the task.
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How to add an Equipment Resource to a Planned Task