DannyD

I have just purchased SI5 Proffessional and I am a bit mixed up with the labour side of things.

At this moment in time we have 4 phases , Design, First Fix, Second Fix and Programming.

We dont want to add the labour calculations for anything. i.e we just want to be able to have a line item for a days labour under labour for each phase so we can just add labour days as required to a project.

Am I right in thinking I need to set all of the number to zero in all the labour calculations fields and then tick the ignore labour calculations for this phase box?

Where does the head end box come into it?

Thanks

Danny

SIFanatic

Originally Posted by DannyD

I have just purchased SI5 Proffessional and I am a bit mixed up with the labour side of things. At this moment in time we have 4 phases , Design, First Fix, Second Fix and Programming. We dont want to add the labour calculations for anything. i.e we just want to be able to have a line item for a days labour under labour for each phase so we can just add labour days as required to a project. Am I right in thinking I need to set all of the number to zero in all the labour calculations fields and then tick the ignore labour calculations for this phase box? Where does the head end box come into it? Thanks Danny

I would suggest that you keep your labor and associated labor hours for the items intact... all you have to do, is go into the phases per-project, and select "Ignore labor calculations".

(I suggest you keep them intact because, eventually, associating labor per item is the best way to properly quote jobs... if you never want to use this method though, then just zero out everything and you won't even need to turn on the "ignore labor calculations" button)

The other thing you'll want to do, is to create a labor item (if you need me to elaborate on this, let me know) that is equal to a days worth of labor (I'd create the item to contain hours) and insert it accordingly.

So, let's say you spend 1/2 day on Design, 2 on first fix, 1 on second and 1 on programming... you could do one of two things. You could either add a single labor item associated to any phase, equal to 4 1/2 days of work (this is if you just want to show "total labor") or you could add 4 separate labor items, with their respective hours, associated with their respective phases, which would break those down separately for the customer to see the progression (and also give you a better method for tracking hours).

DannyD

Thanks for your reply,

I have just zeroed out all of the items already, when we come to getting all the details (How long it takes us to install a product) I will put them all back in again.

As far as labour calculations go, we charge per day, so I was going to create a line item for each of , Design, Installation, and Programming and then just add days of each to the project as and when needs be.

I take it this is the right way to do it?

Thanks

Danny

SIFanatic

Originally Posted by DannyD

Thanks for your reply, I have just zeroed out all of the items already, when we come to getting all the details (How long it takes us to install a product) I will put them all back in again. As far as labour calculations go, we charge per day, so I was going to create a line item for each of , Design, Installation, and Programming and then just add days of each to the project as and when needs be. I take it this is the right way to do it? Thanks Danny

Labor items can either be a fixed price (no associated hours) or based on an hourly rate, with an amount of hours. You can also insert multiple labor items, associated with different phases in order to reflect those trackable hours (ie: we estimated 16 hours for phase 2, but did it in 14...). If tracking hours isn't a concern, and showing labor split up between phases isn't one either, then just do one bulk labor item.

SenoS

Originally Posted by DannyD

Where does the head end box come into it? Thanks Danny

I am not sure if you still had questions on the Head End box. The Head End box applies to "Rough-In" Wire and Cable, or in your case, "First Fix". This action is triggered by the Phase setting "Show 'Head End' Dialog for Wires in Projects". The Head End box prompts you for three things: Head End, Wire Length, and Terminals. The Terminals setting really doesn't do anything in SI 5 and can be skipped. The Head End that you choose from the list will display on the Rough-In Wire shape in Visio. The wire length is there because pricing and labor for "Rough-In" Wire and Cable is meant to be entered by the foot (or meter) and then multiplied by the length you assign.

HickmottJ

Originally Posted by SenoS

The Head End box prompts you for three things: Head End, Wire Length, and Terminals. The Terminals setting really doesn't do anything in SI 5 and can be skipped. The Head End that you choose from the list will display on the Rough-In Wire shape in Visio. The wire length is there because pricing and labor for "Rough-In" Wire and Cable is meant to be entered by the foot (or meter) and then multiplied by the length you assign.

Where does the Head End prompt appear?

Daniel

Originally Posted by DannyD

Thanks for your reply, As far as labour calculations go, we charge per day, so I was going to create a line item for each of , Design, Installation, and Programming and then just add days of each to the project as and when needs be. Danny

We charge by day and use seperate design, install and programming line items as well... i find the labour per item a little too long winded.

dan.

__________________
http://www.tandt-automation.com

SenoS

Originally Posted by HickmottJ

Where does the Head End prompt appear?

The Head End prompt appears when you add a Wire and Cable product assigned to the Rough-In Phase to a project. In order for it to appear, you must have it set as a Phase setting for Rough-In. To check this, open Navigator->Setup tab->Application Project Settings tab. Click the [Edit] button along the top and then scroll down to the Phases section. The option is "Show 'Head End' Dialog for Wires in Projects" (see screenshot). Also, you can access the Head End dialog for any Rough-In wire within a project by right-clicking the wire and selecting Assign->Head End.

Note: this option really only applies to the Rough-In Phase and should not be selected for other Phases. This not only prompts for a Head End, but also the wire length.