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Question

Real cost on resources type tool/equipment


ogo
Do Gooder (Partner)
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  • Do Gooder (Partner)
  • 2 replies

On my project resource planning i engaged a tool for several hours and so I have a planned cost. Now, how can I have a real cost ? I can’t have a project transaction or a project cost because on theses tab, only resource type = Person_group

Is somebody has a solution ?

My version is 23R1

 

4 replies

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1142 replies
  • May 24, 2024

@ogo one idea would be to have a Work Order created from the Project - Material and Services → and record used time of the tool in the WO. Then once you Finish the WO, the real cost will also show up in the Project.

Another option to declare the usage of the tool linked to the project would be to have a Shop Order and while working on the SO Operation you could also report tool usage.

 

So there are various ways to do this, but more details on the exact project scenario would be needed.


ogo
Do Gooder (Partner)
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  • Author
  • Do Gooder (Partner)
  • 2 replies
  • May 24, 2024

Thanks Marcel for your answer.

i have thought about theses solutions but on this case i don’t have shop or work order. the need is directly on the project  

I've been thinking about these solutions but I think that if I present this solution to the customer, he will refuse it.
I'm surprised that there's no direct input solution on the project. why does a project transaction only accept resource types = person group? 

do you think it’s possible to remove this control on the project transaction or project cost where there is the same control.


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  • Hero (Employee)
  • 124 replies
  • May 24, 2024

You can make it as a rental item, with a planned start and finish date and the collect the actual costs from there. Rental can also come from Schedule of Work (23R1) and transferred to the activity.

And tools / equipment can be added to the resource group of type “Tool/Equipment”


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  • Sidekick (Partner)
  • 12 replies
  • March 5, 2025

Hi ​Olivier!

Late answer, but I’m facing the same problem today with a prospect in construction who needs to register the use of machines/equipment on a project.

The view behind the “Resource ID” LoV on project transactions is proj_per_res_per_comp_lov, which is directly filtered on : r.resource_type    = 'PERSON_GROUP', so no way to remove this control with a setting as it is coded today.

So I was thinking of modeling the machines as resources of type “Person” instead of “Tool/equipment”. Which is not very clean as the resource type info is shown on the project transaction as “person” while it’s concerning a crane for instance. 

But the other issue I have is why is it forced to a GROUP of resources and not have the possibility to enter a project transaction cost against a single resource?

 

Caroline


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