Resources Tab

 
Use this tab to track resources - labor and equipment - used on the work order. Lines can be added to this tab by:
 
  • Using the Add button
  • Using the Add Resources Button
  • Using the Update From Dispatch Boards button to manually update from Dispatch Board records
  • Automatically updating from Dispatch Board records (when "Update Work Order resources from Dispatch Boards" is enabled in Portfolio/Setup/Settings/General Settings Locations Tab).
 
Resources Tab
1

Work Orders Resources Tab Toolbar

1. Work Orders Resources Tab Toolbar
Details Table Toolbar
Update From Dispatch Boards Button - Click this button to update Dispatch Board appointments linked to this work order. New Dispatch Board appointments will be added as lines in this tab and, for existing appointments, Dispatched Start and Dispatched Finish fields will be updated. Note: It is not necessary to click this button if "Update Work Order resources from Dispatch Boards" is enabled in Portfolio/Setup/Settings/General Settings Locations Tab.
2

Work Orders Resources Tab Table

2. Work Orders Resources Tab Table
 
  • Resource Field
  • Resource Type Field
  • Linked Resource Field - Read only. If the resource type is "Equipment", the linked resource is displayed here.
  • Date Field
  • Dispatched Start Field - Time Field. Can be updated directly from Dispatch Board appointments.
  • Dispatched Finish Field - Time Field. Can be updated directly from Dispatch Board appointments.
  • Actual Start - Time Field
  • Actual Finish - Time Field
  • Classification Field
  • Pay Type Field
  • Currency Table Field
  • Rate Field - A currency field. This value defaults from the Classification Matrix based on the selected Classification and Pay Type for the resource, but may be edited.
  • Dispatched Hours Field - This field defaults to Dispatched Finish minus Dispatched Start, but may be edited.
  • Actual Hours Field - This field defaults to Actual Finish minus Actual Start, but may be edited.
  • Cost Code Field
  • Period Field
  • Total Cost - This field defaults to Rate times Actual Hours, but may be edited. If this field is edited, Rate is recalculated as Total Cost divided by Actual Hours.
  • Notes (Memo) Field