Tool Resource Requirements

A tool is a piece of equipment that is specifically designated for use in the maintenance and repair of other assets. A tool is normally stored in PeopleSoft Asset Management's asset repository and can be specified by asset type and subtype, manufacturer, and model. Access the Tool Requirements grid to enter:

• Details.

• Timetable.

• Estimated Cost.

Important:

If you do not select the View WO Requirements check box on the User Preferences - Maintenance Management page, the Tools link will be disabled on the Requirements page of the work order. Also, if you do not select the Tools Usage Requirements check box on either the Definition page of the work order business unit, or the Shop Information page, the Tools link will be disabled on the Requirements page of the work order.

You select the Details tab, where you can specify the asset type, asset subtype, manufacturer, and model for each tool that you plan to use for a work order task. You must at a minimum specify the asset type and subtype. You identify the quantity needed and how long the tool is needed to complete the work order task. You enter the estimated usage to determine the costs. For example, you may only need a truck for two hours to haul equipment to complete a work order task. However, because the cost to rent the truck is 20.00 USD per day, you should enter an estimated usage of one day. When you enter the Estimated Cost grid, the cost (20.00 USD) is multiplied times the estimated usage (1 day) and the quantity needed to determine the estimated cost.

You select the Timetable grid, where the work order's required start and end dates and times display as the default values in the Timetable grid. You can override this information as necessary for each type of tool that you specify for a work order task. Each tool requirement can have different requirement start and end dates and times than the work order task's required start and end dates and times. However, the start and end dates and times for each tool requirement must fall within the work order task's required start and end dates and times.

You select the Estimated Cost tab, which contains the cost and billing rates for a specific tool. The default rate values are derived from the asset subtype selection or the tool rates defined in the shop associated with the work order. The estimated usage is multiplied times the cost and bill rates and the quantity to determine the estimated cost and billing amount. The total estimated cost for tools used for a work order task is displayed in the work order's cost page and compared against the actual costs as these values are accumulated based on the execution of the work order and work order tasks.

You can copy the tool requirements to the schedule by using the Copy from Requirement button on the Schedule page. These requirements, like the labor requirements, can be analyzed by the Resource Matching engine to identify qualified and available tools.