Material (resource) usage

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Posted on by Timussch

Some experts advice required. PSA for time enties works like a charm (most of the time ;-)).
We have a case where we need to setup PSA for mixed mode projects : resource time tracking & material consumption. Whe have a quote with products (ex : 10 switches, 5 routers, 10 network cable packages) and an installation project. We like to track the consumption of these resources as part of the project execution. Meaning: on certain moments in the plan, we'll have a task "Setup room X", underneath some tasks with time tracking, and some tasks with resources attached to it. How can we link the usage of the products to the project plan, in the same way we track time consumption. Any ideas, suggestions, experience, ... ?
We'd like the material usage to be translated in invoicing at the end of the month for that period too...

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Community Member Microsoft Employee on at

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RE: Material (resource) usage

I agree with Anti, this is something completely missing in Psa, need some custom code :(
Timussch on at

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RE: Material (resource) usage

Rewriting the time entry form is possible from the resource hub in v9.0.2. Gonna be a rewrite then. First need to figger out how to "manipulate" invoicing process so every product is not invoiced straight ahead...
Timussch on at

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RE: Material (resource) usage

Thx for this one, was looking for that too. Gonna rewrite that time tracking stuff anyway. Don't like the current limitations of the web resources ;-).

Actually I was referring to sth else but similar. I did not want this equipment to be leased, but to be "consumed". The items belong to the product part of the quote, but are used in the project, and invoiced when used.