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Resource Type - Specifies the type of requested resources (e.g., Material, Service, Fixed Asset, Manpower, and all).
- Item - Choose the required item from the Item master.
Content - Automatically filled with the item’s description; can be modified if needed.
- Unit of Measure- Specify the Unit of Measure (UOM) for the item; supports multiple UOMs if enabled.
Quantity - Enter the number of units you are requesting.
- Resource details -This section captures key information about the resources being picked or allocated to a project task
Number of Resources - Shows how many resources (e.g., workers, equipment, or units) are required.
Quantity (UOM) - Indicates the requested amount of resources along with the unit of measure (e.g., hours, days, pieces).
Start Date - The date when the resource or activity is planned to start.
End Date - The date when the resource or activity is planned to finish.
- Default UOM Values - Indicates the requested quantity of the resource along with its unit of measure (e.g., hours, days, pieces).
- Quantity (def. UOM) - Displays the quantity in the item’s default unit of measure as defined in the Item master.
Stock Balance - Shows the available stock quantity for the selected item in the system.
Remaining Budget - Indicates the remaining quantity or amount available in the project budget for this item.
Project Task - Refers to the specific project task or work package related to the requisitioned resource.
Resource - Identifies the resource type or category (e.g., Material, Equipment, Manpower). Displays “Not Applicable” if no resource type is linked.
Pick from budget
This screen allows users to allocate budgeted materials, labor, or other resources to specific project tasks.
It ensures that only pre-approved quantities (as defined in the project budget) are assigned.
Add Picked Items – Adds the selected items or resources to the chosen project task.
Ask Quantity – Prompts the user to enter how much of the resource is to be picked.
Ask Resource Details – Opens a dialog for entering additional details such as location, resource team, or remarks.
Picked Items Table – Displays all currently selected (picked) items for the task, pending confirmation or saving.
Additional Information tab
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