When adding a new resource in Bill of Quantities, various other records must exist first:
Cost Head
Payment Stage
Package
Commodity
Estimating Section
Resource Assistant allows you to add a new resource, and add the necessary records if they do not exist, all in one place.
(If you know that all the necessary records already exist, you can still add a new resource using the Add (
) button on the Bill Resources workbench.)
To add a new resource
Go to Bill of Quantities > Setup > Maintenance > Resource Assistant.
Select the Resource Type to add (material or subcontract).
Enter or select the Cost Head, Payment Stage (if used), Estimating Section (if used), Commodity or Trade, and Package.
Resource Assistant Screen
If any of these records do not exist:
Click ADD next to the field.
The relevant Add screen opens in a frame.
Add the details for the new record and click Save (
).The frame closes and the field on Resource Assistant is populated with the new record.
When you have filled in all the details, click Next (
).The standard Add Resource page is displayed, with the values you entered on the Resource Assistant screen populated.
Resource Assistant – Add Resource
Complete any additional fields as required and click Save (
).
Configuration
The following BQ parameters need to be populated:
Parameter | Description |
DEFMCAT | Default cost category for material resources added using Resource Assistant. |
DEFSCAT | Default cost category for subcontract resources added using Resource Assistant. |