Define Resources

OBJECTIVE

The Define Resources option is used to enter resources (equipment, supplier, employee) in the system to subsequently assign them to projects using the Resource Allocation option.

 

PREREQUISITE

• Project Management

 

Steps

maestro* > Projects > Project Costing > Resources Allocation > Resources

 

Create a resource

1. Enter the required information in the Detail tab:

Fields followed by the * character are mandatory fields.

Field	Description
Resource*	Resource code.
Description	Description of the resource.
Resource Type	Type of resource available. The choices are: Equipment, Supplier and Employee.
Reference Number*	Makes the table associated with the selected resource type available. Available values. Equipment Projects available in Project Management. Supplier Suppliers available in Supplier Management. Employee Employees available in Employee Management.
Project-#*	Project to which the resource is allocated. NOTE: If the Reference Number is set to Equipment, the project is the same as the reference and cannot be modified.
Rent Rev Acct	Rental revenue activity used to post revenue from project resources. NOTE: For example, a project pays $150 per hour to use a power shovel for 10 hours. The power shovel (which is the resource) has a revenue of $1,500 in this activity.
Rev. Exp. Activity	Revenue activity for invoicing expenses incurred when used on a project. NOTE: For example, if $2,000 had to be spent on repairing a resource while it was used in a project, it consumed $500 worth of fuel and these expenses are to be invoiced to a project, the resource would have a revenue of $2,500 on the project.
Group*	Revenue group used for this resource at the time of invoicing.
Billing Mthd	Method for invoicing the resource. The choices are: Date, Hour, Week, Month or Not Billable.
Maximum chargeable	The maximum amount that can be charged to the resource for Cost+ Invoicing. NOTE: If the result of the amount charged this day and the amount to be charged is greater than the maximum chargeable, the system displays a warning during a transaction.
Charged to date	Amount charged to the resource to date.
Mask	Company mask. NOTE: Available in multidimensional mode only.
Status	Available values. Active Resource with an active status. Inactive Resource with an inactive status. NOTE: The resource with the Inactive status is not available for assignments.
Rate Type	The resource's rate. The rate is linked directly to the Invoicing Method. The choices are: Monthly Rate, Weekly Rate, Daily Rate and Hourly Rate.

2. Click Save.

 

See also

• Resource Allocation
• Resource List
• Equipment Management
• Supplier Management
• Employee Management
• Cost Plus Invoicing

 

Last modification: November 07, 2024