Define Resources by Project

OBJECTIVE

The Define Resources by Project function is used to enter the resources needed for a project into the system. These resources may or may not be catalogue items. Resources can then be used in requisitions.

You can import a list of resources by clicking the Import Excel File icon.

PREREQUISITEs

Catalogue Management (if catalogue items are involved)
Project Management

Steps

maestro* > Purchasing > Purchasing > Procurement > Define Resources by Project

Enter a list of resources for a project

Select a Code from the project.
Click Accept.
Click the Lock icon if record locking is set to Manual in Configuration.
Enter the required information in the Detail tab:

Fields followed by the * character are mandatory fields.

The Change the Required Date in the Requisition icon lets you make mass changes to the required date in all requisitions associated with the resource. Requisitions and closed requisition lines, as well as orders generated from requisitions, are not modified.

Field

Description

Resource No.*

Resource number.

NOTES: This field is not linked to any tables in the system.

Once the resource number has been created, you can use it in a Requisition.

Once resources have been created in the project, all resource numbers for the current project are displayed when clicking the button.

Description

Description of the resource.

Activity

Default project expense activity for the detail lines.

Date Required

New required date on associated requisitions.

NOTE: A value is only displayed if the Change Required Date function was used in the requisition.

Modified by

User who changed the required date.

NOTE: A value is only displayed if the Change Required Date function was used in the requisition.

Field	Description
Resource No.*	Resource number. NOTES: This field is not linked to any tables in the system. Once the resource number has been created, you can use it in a Requisition. Once resources have been created in the project, all resource numbers for the current project are displayed when clicking the button.
Description	Description of the resource.
Activity	Default project expense activity for the detail lines.
Date Required	New required date on associated requisitions. NOTE: A value is only displayed if the Change Required Date function was used in the requisition.
Modified by	User who changed the required date. NOTE: A value is only displayed if the Change Required Date function was used in the requisition.

Detail section:

Field

Description

Inventory Code

Inventory code from Catalogue Management.

NOTE: It is not necessary for the item to be in the catalogue. If this is not a catalogue item, simply complete the Description field manually.

Description

Description of the item.

Unit

Conversion unit.

NOTE: The unit varies based on the factor entered in the item in the Catalogue Management option.

Characteristic

Item characteristic.

Identification

Item identification. This is used for items managed by serial number.

Reservation No.

Reservation number.

NOTE: This number can be entered manually by the user.

Req Qty

Required quantity.

Inv. Unit

Inventory unit associated with the item in Catalogue Management.

UP

Unit price.

Amount

Breakdown line amount.

Activity*

Determines the activity to which each breakdown line belongs.

Group

Determines the expense group to which each breakdown line belongs.

Shop Drawing Counter

Allows to enter the counter number of a shop drawing.

NOTE: This column is only displayed if the Shop Drawing module is installed.

Drawing Title

Displays the title of the shop drawing selected in the Shop Drawing Counter column.

NOTES: This column is for informational purposes only.

This column is only displayed if the Shop Drawing module is installed.

Date

Required date.

NOTE: If no date is entered in the Required Date field, the system enters the entry date.

Supplier Code

Code of the suggested supplier for the line.

Requisitions

Number of requisitions linked to the line.

Qty Processed

Quantity processed to date by open requisitions.

Field	Description
Inventory Code	Inventory code from Catalogue Management. NOTE: It is not necessary for the item to be in the catalogue. If this is not a catalogue item, simply complete the Description field manually.
Description	Description of the item.
Unit	Conversion unit. NOTE: The unit varies based on the factor entered in the item in the Catalogue Management option.
Characteristic	Item characteristic.
Identification	Item identification. This is used for items managed by serial number.
Reservation No.	Reservation number. NOTE: This number can be entered manually by the user.
Req Qty	Required quantity.
Inv. Unit	Inventory unit associated with the item in Catalogue Management.
UP	Unit price.
Amount	Breakdown line amount.
Activity*	Determines the activity to which each breakdown line belongs.
Group	Determines the expense group to which each breakdown line belongs.
Shop Drawing Counter	Allows to enter the counter number of a shop drawing. NOTE: This column is only displayed if the Shop Drawing module is installed.
Drawing Title	Displays the title of the shop drawing selected in the Shop Drawing Counter column. NOTES: This column is for informational purposes only. This column is only displayed if the Shop Drawing module is installed.
Date	Required date. NOTE: If no date is entered in the Required Date field, the system enters the entry date.
Supplier Code	Code of the suggested supplier for the line.
Requisitions	Number of requisitions linked to the line.
Qty Processed	Quantity processed to date by open requisitions.

Click Save.

Define Resources by Project

OBJECTIVE

PREREQUISITEs

Steps

Enter a list of resources for a project

See also