Resource Management

OBJECTIVE

The Resource Management option is used to configure the material and human resources that will probably be used when preparing a Construction Estimate.

Steps

maestro* > Projects > Estimating > Configuration > Resource Management

Create a resource

Configure the behaviour of the system to suit your requirements.

The Template menu is used to create/modify/use a reusable resource.

Icon

Used to

Form Configuration

Configure custom forms that can be accessed by clicking the Print icon.

Configuration

Configure the behaviour of the system when the user is working in Resource Management.

NOTE: You can click the Configuration icon to define entry options for the Code field, remain in insertion mode after saving, check the missing fields and keep the focus in the same field when moving from one resource to another.

Icon	Used to
Form Configuration	Configure custom forms that can be accessed by clicking the Print icon.
Configuration	Configure the behaviour of the system when the user is working in Resource Management. NOTE: You can click the Configuration icon to define entry options for the Code field, remain in insertion mode after saving, check the missing fields and keep the focus in the same field when moving from one resource to another.

Enter the required information:

Fields followed by the * character are mandatory fields when saving a new resource.

Field

Used to

Code*

Identify the resource using a representative code.

Description

Describe the resource.

Resource Type

Define the list in which the resource will be available on the estimate.

The choices are: Labour, Equipment or Other.

NOTE: The Other type is the default value and will be available in the lists in the Add Labour Resource and Add Equipment Resource options. The labour and equipment resources will be available in their respective options based on the type of resource selected.

Classification

Classify the resource to facilitate searching from an estimate.

This classification will be used for searching if the user selects the classified search option.

The classification is from Define Item Classifications, to which the resource is linked.

Field	Used to
Code*	Identify the resource using a representative code.
Description	Describe the resource.
Resource Type	Define the list in which the resource will be available on the estimate. The choices are: Labour, Equipment or Other. NOTE: The Other type is the default value and will be available in the lists in the Add Labour Resource and Add Equipment Resource options. The labour and equipment resources will be available in their respective options based on the type of resource selected.
Classification	Classify the resource to facilitate searching from an estimate. This classification will be used for searching if the user selects the classified search option. The classification is from Define Item Classifications, to which the resource is linked.

Enter the required information in the Main Fields tab:

The cost must be defined in one of the following fields: Cost OR Work Category OR Trade Code.

Maestro* applies the following reading priority:

Applies the Cost of the resource if empty.

Applies the Cost defined for the Trade Code if empty.

Applies the Cost for the Work Category.

If no cost was found, maestro* performs the following calculation:

Hourly Rate from Define Hourly Rates, based on the trade code, multiplied by (1+ the Fringe Benefits). The reading priority of fringe benefits is determined in the same way as the cost priority.

Field

Used to

Cost

Enter the estimated unit cost for the resource.

Work Category

Optional. Allows you to use the cost from the employment category.

Trade Code

Optional. Allows you to use the cost from the trade code.

Team

Specifies that the resource consists of more than one unit if checked.

Number of resources

Specify the number of members in the Team.

NOTE: When a resource that is part of a team is added to the estimate, the entered quantity will be multiplied by the number of resources entered in this field.

Unit

Define the unit of measurement for the resource.

NOTE: For example, the unit may be H or hr for hour.

Activity

Define the project activity proposed by default in the estimate when the resource is added in the Detail tab.

Group

Define the expense group proposed by default when the resource is added in the Detail tab.

Billing Item

Optional. Used to link a resource to a catalogue item to define different costs for a given resource.

To specify a different cost by customer for a resource, you must access the Customer Discounts Table and provide the following information at a minimum:

Purchase Order

Customer Code

Product Code

Price (which will become the cost of the resource).

When a resource is added to the estimate, maestro* applies the following reading priority:

The cost of the resource entered manually into the estimate.

Customer Discounts Table.

Catalogue Management (selling price).

NOTE: If no billing item is specified, maestro* applies the reading priority linked to the cost of the resource.

Field	Used to
Cost	Enter the estimated unit cost for the resource.
Work Category	Optional. Allows you to use the cost from the employment category.
Trade Code	Optional. Allows you to use the cost from the trade code.
Team	Specifies that the resource consists of more than one unit if checked.
Number of resources	Specify the number of members in the Team. NOTE: When a resource that is part of a team is added to the estimate, the entered quantity will be multiplied by the number of resources entered in this field.
Unit	Define the unit of measurement for the resource. NOTE: For example, the unit may be H or hr for hour.
Activity	Define the project activity proposed by default in the estimate when the resource is added in the Detail tab.
Group	Define the expense group proposed by default when the resource is added in the Detail tab.
Billing Item	Optional. Used to link a resource to a catalogue item to define different costs for a given resource. To specify a different cost by customer for a resource, you must access the Customer Discounts Table and provide the following information at a minimum: Purchase Order Customer Code Product Code Price (which will become the cost of the resource). When a resource is added to the estimate, maestro* applies the following reading priority: The cost of the resource entered manually into the estimate. Customer Discounts Table. Catalogue Management (selling price). NOTE: If no billing item is specified, maestro* applies the reading priority linked to the cost of the resource.

Click Save.

Resource Management

OBJECTIVE

Steps

Create a resource

See also