16.1. Resource / Equipment Setup

Resource Type Definition

Resource types represent a mandatory classification method for resources based on specific properties as described below (availability, unit of measure, etc.). To define resource types, open the Resource Type window, located in the Time and Expense -> Time & Expense SetUp menu. The following fields are available:

• Search Key, Name, Description

• UOM, Product Category, Tax Category - default values for the product representing resources of this type;

• Allow UoM Fractions - check this checkbox if you want to work with unit of measure fractions;

• Single Assignment Only - if checked no overlapping allocations are allowed;

• Time Slot - check if resources in this category have an available calendar (schedule). By selecting this, the following fields will be activated:

  • Slot Start;

  • Slot End;

• Day Slot - check this checkbox if the resources in this category are only available on certain dates. By selecting this, the fields with the week days will be displayed.

Resource Initialization

In order to define the resources, open the Resource window, located in Time and Expense -> Time & Expense SetUp menu. The following fields are available:

• Search Key, Name, Description

• Resource Type - resource classification method;

• User/Contact (optional) - user responsible for the resource regardless of resource allocation;

  • Warehouse - warehouse where the resource is located;

• Available - indicates that the resource is available to be allocated.

Starting with version 13.08, you can import data in order to initialize the resources. For further information on resource import, please see Resource Import.

In the Unavailability tab is used to enter the periods when the equipment/resource is not available. The following fields are available:

• Date From - the date when the resource became unavailable;

  • Date To - the date when the resource stopped being unavailable;

• Description (optional) - you can enter the reason the resource is unavailable in the indicated period.

When creating the resource, the corresponding product will also automatically be created, and this can be found both in the Product window and in the Resource Product tab.

In the Price tab of the Resource Product tab, enter the details regarding the price of the equipment/resource. The following fields are available:

• Price List Version - select the corresponding price list version from the list:

  • one procurement price list version - used in Equipment/Resource procurement transactions;

    • one sales price list version - used to report the utilization of the Equipment/Resource (optionally, invoiceable or chargeable to a project);

• List Price - enter the resource's list price - this represents the price that determines the value of using the Equipment/Resource (effective hours);

• Standard Price - enter the resource's standard price - this represents the price that determines the value of parking the Equipment/Resource (parking hours);

  • Limit Price - enter the resource's list price - this represents the price that determines the value of moving the Equipment/Resource (moving hours);

The Accounting tab contains the default accounts corresponding to the transactions. Details in Accounting.

The Assignment tab displays resource allocation of information.