Understanding Work Order Task Resource Requirements

Work order task requirements are used for planning the resources needed and determining the estimated costs to complete each work order task. You optionally define these requirements before submitting the work order for approval. You can also load these requirements into Microsoft Project for further planning and analysis. In addition, you can easily define these requirements by copying work order job and work order task templates to the work order. If you schedule these work order tasks, you can copy these requirements to the corresponding fields in the schedule.

Note:

When you access a new work order that requires approval, the Schedules tab and page does not appear in the work order until the work order has been approved.

You click a link on the Requirements page to set up resource requirements, which include:

  • Labor requirements.

  • Inventory requirements.

  • Purchase and on-hand requirements.

  • Tool requirements.

Important:

You must select the appropriate check box in the work order business unit definition, shop definition, and user preferences page to enable you to access and enter these requirements. You must install the PeopleSoft Inventory product before the Inventory link in the Requirements page displays.

See Understanding Work Order Business Unit Setup.

If a work order requires approval, then you must define these resource requirements before they are submitted for approval. Once the work order's status is approval pending or approved, you can no longer define requirements.

You can use three different methods to set up resource requirements for a work order task:

  • Entering the resource requirements manually in the work order's Requirements page.

  • Selecting a predefined work order job or task template.

    The resource requirements are copied into the work order as part of each task.

  • Copying to another work order.

    You can select specific resource requirements that you want to copy to another work order.

    See Copy to Work Order Page.

Some work orders require a limited number of resources to perform the work and may not need any resource requirements defined or scheduled. In this case, you may want to use the Express Work Order component, which is designed for quick and easy work order creation.

Note:

You can only specify inventoried and purchase/on-hand resource requirements for an express work order.