Resource planning is integrated with jobs, services, and assembly orders. When resources are used or sold in a job, for example, the prices and costs associated with them are retrieved from the information set up in the resource planning area.
You specify the default amount per hour when the resource is created. For example, if you use a specific machine on a job for 5 hours, the job would be calculated based on the amount per hour.
To correctly manage resource activities, you must set up your resources and the related costs and prices. The job-related prices, discounts, and cost factor rules are set up on the job card. You can specify the costs and prices for individual resources, resource groups, or all available resources of the company. For services, you can adjust pricing in the Service Item Worksheet.
Using the resource planning functionality lets you plan and schedule your jobs, service projects, and assembly orders according to the availability of resources.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create a new resource or configure an existing one. | |
Define a unit of measure for each resource. | |
Allocate a resource or resource group’s capacity to one or several jobs. | |
Set up alternative costs for resources. | |
Change the costs or prices for a resource. | |
Set up alternative prices for each resource. |