Multiple labor phases for a product | Voters

Multiple labor phases for a product

complete

Michael Held michaelheld@ceiav.com CEI

Need the capability to assign separate installation and programming hours to a particular product. Example: Product - Biamp Tesira Forte CI. 1 hour installation labor & 3 hours programming labor

October 22, 2019

Seth

marked this post as

complete

Done in v20 with "Labor Types".

Travis Bilskie

Seth: when is v20 expected?

Matt Rogers

Travis Bilskie: it’s already out we upgraded a few weeks back

Seth

Travis Bilskie: v20 is available on request. Open a ticket and our team will coordinate your upgrade: https://www.d-tools.com/support-ticket

Travis Bilskie

Seth: Ahh thats why i haven't see prompts. You guys are being careful with it as it may screw a lot of people up on labor calcs. Thanks!

Lamb Herman

Our products need numerous stages and work

Seth

marked this post as

planned

Dan Monti

Seth: Other than the ability to assign it to tasks for PMing a project, given that there are SO many other things that SI can't do, why was the decision made to develop for something for which there is already a functional work around as a phased labor accessory item?

Byron Gold

Just requested the same thing - We finding the need to for multiple phases and labor per product - Tasking from Mobile installer would be a lot easier.

Nicole Niles

Absolutely need multi-phase per product! Install, vs programming, commissioning, etc, Doc time.... right now we are doing it with labor accessories, but that is making the tasking of projects really cumbersome and the techs are not checking of the individual labor items in one task when they have to enter information on the part in another task.

Nicholas Pepper

This is already possible by using accessories. Just create a labor item called something like "Programming - 3 hours" and add it as an accessory and uncheck the prompt. Boom, automatically added with the Tesira. If you want to be able to edit it, just make a "Programming" labor line item with no specific qualifier in the name and just modify the line item from the project browser inline for the correct number of hours.

Nicole Niles

Nicholas Pepper: We are currently are capturing the cost and pricing using labor items, but checking these off as completed inside the tasks when really it is the part and not the labor item becomes to overwhelming in MI. We have 300 item on a job and 4 or 5 additional labor items per part that represents the phases the part is supposed to go through, so now there are 1200 items or more... when they are not really items...

Nicholas Pepper

Nicole Niles: I see your point, it does make for more administrative work. Another simple solution would be to insert a single line item (such as "Programming" or "Commissioning" that would encompass all of that work at the end of the project. Then you only have one line item for this person to check off and don't have to worry about any accessories.

Nicole Niles

Nicholas Pepper: True, but we have progressive billing that is based on those items being completed per part... so on small projects I could combine them. But on large projects that have commissioning agents that I need to run reports against to prove what phase these controllers and peripherals are in, unfortunately one line item wont work for us.

Scott Nichols

yes this would be great