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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.
Quantity - Enter the number of units you are requesting. For resource types “Manpower” or “Fixed Assets”, the quantity will be automatically recalculated based on the Resource Details columns if the request is raised in Shifts rather than in Hours.
- Resource details -This section captures key information about the resources being picked or allocated to a project task . The columns in this section are available only for rows with resource types “Manpower” or “Fixed Assets”, where the Unit of Measure (UOM) is linked to the Shifts catalog.
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., hoursmonths, weeks, 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
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- 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 related to the requisitioned resource.
- Project WBS??
Resource - Identifies the resource type or category (e.g., Material, Equipment, Manpower). Displays “Not Applicable” if no resource type is linked.
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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.
Picked Items Table - Displays all currently selected (picked) items for the task, pending confirmation or saving.
Ask Quantity - Allows the user to specify the amount of a resource to be picked.
To use, click Add Quantity, then select the relevant line item. A dialog box will appear where the required quantity can be entered.
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Ask Resource Details - Opens a form for entering supplementary information about the resource.
To use, click Ask Resource Details, then select the specific line item. A dialog box will open for entering details such as location, assigned team, or remarks.
- Add Picked Items Table - Displays all currently selected (picked) items for the task, pending confirmation or saving.
- Add Picked Items - Adds the button transfers the selected items or resources with project analytics to the chosen project taskRequisition document table.
Fill by Remaining Budget
Using this option automatically fills item amounts quantities based on how much budget is left in the project or cost center. It makes sure the total request doesn’t go over the available budget, dividing the amount fairly or by set priorities.
Additional Information tab
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