[Proposal] Items/BOQ in Task and Consumption

Thanks again for such a detailed elaboration!!

Here is how I would map it, using the current design of Project and Task, BOQ and Asset Capitalization cycle…

Project:

  1. Project is created for assembling
  2. With a project, a Warehouse is also created.
  3. Against a Project, a parent task of pipeline installation is done.
  4. Against a parent task, child tasks are created as, Digging (1), Pipeline installation (2) and commissioning (3).
  5. Aginst 2, you list all the raw-materials, like pipes, elbows, water-proofing solution and taping etc.
  6. When you are at stage 2, you can mark it as completed only if you consumed or transfer raw-materials.
  7. In this case, let’s say we transfer the stock from raw-material items from our to sub-contractor’s warehouse.
  8. Tasks are completed / closed. The value of consumed item is booked against a Project, but not in the case of Transferred item (as it could be capitalized).
  9. For the service billing, you will anyways create a Sales Invoice and tag your Project there.

To address the broader point, just like we envison Work Order as a central entry for manufacturing, in the case where Service is the output, we can consider “Task” as a central document.

Asset Capitalization

Since raw-material items are not yet consumed, there is scope for capitalization of stock items into fixed asset item. I believe we have discussed this cycle in this thread.

The industries you have mentioned basically need to record manpower, equipment, and material in a BOQ.

Yes. Got one sample sheet from the customer which also list Manpower resources. It calculates manpower cost at:

Resource qualification / designation > 1 (no. of resource) > 3 months (duration) > $1000 (monthly cost). If not in BOM, we can add a table in Task for this planning, and get the total cost.

This explains that, in the Task, we will need a field for total value, which could be some of BOQ item or stock items listed in the Task. Sum total of this cost will go to Project.