Price, Schedule, and Manage Resources

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.	How to: Set Up a Resource
Define a unit of measure for each resource.	How to: Assign Units of Measure to Resources
Allocate a resource or resource group’s capacity to one or several jobs.	How to: Allocate Resources to Jobs
Set up alternative costs for resources.	How to: Set Up Resource Costs
Change the costs or prices for a resource.	How to: Adjust Resource Prices
Set up alternative prices for each resource.	How to: Enter Alternative Resource Prices

See Also

Tasks

How to: Assign General Product Posting Groups to Resources
How to: Get Resource Price Change Suggestions Based on Standard Prices
How to: Get Resource Price Change Suggestions Based on Existing Alternative Prices