Labor (Estimates)

The following fields are displayed for labor estimates:

• Labor (Description): Description of the estimated labor. If the estimated labor is a craft, the craft is listed. If the estimated labor is assigned to an individual, the individual’s name is displayed.

• Estimated Hours: Hours estimated for the assignment.

• Cost: The total cost of the estimated labor, based on the rate defined for the labor resource or craft. Cost is calculated by multiplying estimated hours by the rate stored in the labor resource or craft record (regular hours rate).

• Charge: The total charge for the estimated labor record, based on the charge rate defined for the individual or craft, or the labor rate subject to a designated markup.

  • If there is no markup or charge rate defined for the labor resource or craft, the charge is the same as the cost.

  • If there is a markup defined for the labor resource or craft, the charge is calculated by determining total cost and applying the markup percent.

  • If there is a charge rate defined for the labor resource or craft, the charge is calculated by multiplying the total hours by the charge rate.

  • If there is both a charge rate and markup defined, the charge rate is used.

  If this work order is being processed on behalf of a customer with defined charge or markup rates, the rate for that customer is used, regardless of the labor resource specified.

• Total Estimated Labor Costs: The last row of the Estimated Labor table displays the total estimated labor hours, costs, and charges.

1. Click Add.

   The Labor module lookup opens, allowing you to select a labor resource. The Labor module lookup is filtered to Craft by default.

2. Select Craft, Employee, or Contractor from the Type filter in the upper-left part of the window.

3. Locate the labor resource you want to add.

4. Click the labor resource you want to add.

   The Labor Estimates window opens.

5. Enter the estimated hours, and modify additional information as needed.

   Costs and charges are automatically calculated after entering the estimated hours, based on the rates stored for this labor resource.

   Changes made to costs and charges only affect this particular estimated labor record, and will not change the rate associated with the individual or craft.

6. Choose between two options:

   • Click Apply.

     The Labor lookup appears with the estimated labor is listed in the My Selection(s) area.

   • Click Apply/Close.

     The Estimates page appears. Skip to Step 9.

7. To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

8. Click Apply.

   The Labor module lookup closes, and the new estimated labor is added to the Estimated Labor table.

9. Click Save.

    

   If you add an individual employee or contractor as estimated labor, an assignment record for this individual is automatically made on any associated work orders, each having an assignment date corresponding to the work order target date. The assignment record is shown on the Assignments and Details pages.

   If you add a craft as estimated labor, no automatic assignment is made. However, in New Assignment Mode, this craft is listed under estimated labor to support assignment of the correct individual.

1. Click the row for the estimated labor you want to modify.

   The Labor Estimates window opens.

2. Make your changes.

   As estimated hours are modified, the cost and charge rate are automatically recalculated.

   Changes made to costs and charges only affect this particular estimated labor record, and will not change the rate associated with the individual or craft.

   If you modify estimated hours for an assigned employee or contractor, these changes are automatically reflected on the associated assignment and shown on the Details and Assignments pages. However, if a craft record is modified, only the estimated labor is modified, actual assignments are not affected.

3. Click Apply.

   The Estimates page appears.

4. Click Save.

1. Click the check box to the left of the estimated labor you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional estimated labor you want to remove.

3. Click Remove.

   The estimated labor is removed.

4. Click Save.