HowTo:Construction Contract/Project Setup: Difference between revisions
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:: 6. Quantity Price will auto-calculate as you enter Unit price (Quantity must be entered) | :: 6. Quantity Price will auto-calculate as you enter Unit price (Quantity must be entered) | ||
:: 7. Enter Description if available | :: 7. Enter Description if available | ||
Note: You may also enter a Quantity and Quantity Price and the table will auto-calculate the Unit Price. | :: Note: You may also enter a Quantity and Quantity Price and the table will auto-calculate the Unit Price. | ||
:: 8. If you need to delete a row, select the record at the left by clicking on the square icon to the left of the row you need to delete, then press Delete on your keyboard or select it from the Toolbar. Click Yes to confirm delete. You must be in edit mode to delete. | :: 8. If you need to delete a row, select the record at the left by clicking on the square icon to the left of the row you need to delete, then press Delete on your keyboard or select it from the Toolbar. Click Yes to confirm delete. You must be in edit mode to delete. | ||
:: 9. Click Save to save data entered. It is recommended to save often if you are entering a lot of data, are interrupted and need to navigate away from the screen, or if you need to step away from your computer. | :: 9. Click Save to save data entered. It is recommended to save often if you are entering a lot of data, are interrupted and need to navigate away from the screen, or if you need to step away from your computer. | ||
:Est Summary Tab | |||
:: 1. This tab shows a summary of the Estimates tabs and how it impacts your Markup and Total Contract Amount. | |||
[[File:Construction_Contract_Est_Summary.png]] | |||
:Labor Tab | |||
:: 1. Work Time in Hours | |||
::*As labor is entered from the web site, it will appear in the grid | |||
::*Hours may also be entered directly into the grid | |||
::**Enter Date work was performed | |||
::**Enter Position | |||
::**Enter Last Name | |||
::**Enter First Name will autofill | |||
::**Enter Shift | |||
::**Enter Cost Code | |||
::**Enter Number of Hours Worked | |||
::**Rate will autofill | |||
::**Enter Type | |||
::**If a Per Diem is issued, check the box | |||
::**If they get an Allowance, check the box | |||
::**Enter Description of Work | |||
:: 2. Labor Summary button - to approve hours | |||
:Equipment Tab | |||
:: 1. Equipment | |||
::*As equipment is used on the job it is entered from the website and will appear in the grid | |||
::*Equipment may also be entered directly into the grid | |||
::**Enter Date Equipment was used | |||
::**Enter Equipment # | |||
::**Description will autofill | |||
::**Enter Shift equipment was used | |||
::**Enter Code | |||
::**Enter the number of hours used | |||
::**Rate will auto-calculate | |||
::**Total will auto-calculate | |||
::**Enter Comment for use of equipment | |||
:Material Tab | |||
:: 1. Materials | |||
::*As Material is needed on the job it is entered from the website and will appear in the grid | |||
::*Material may also be entered directly into the grid | |||
::**Enter Date Material was requested | |||
::**Enter Description of Material needed | |||
::**Enter Shift the material will be used on | |||
::**Enter Quantity of Material to be sued | |||
::**Enter Price if known | |||
::**Enter Sales Tax | |||
::**Total will auto-calculate | |||
::**PO # will be entered after order is placed once integrated | |||
::**Comment – enter PO# | |||
:Notes | |||
:: 1. LEM Notes | |||
::*As work is performed out in the field, the Foreman will enter the daily notes to be printed on the LEM | |||
::*All LEM notes for the contract appear here | |||
:: 2. Voucher Notes | |||
::*As work is performed out in the field, the Foreman or Project Manager will enter the note to be printed on the Voucher | |||
::*All Voucher notes for the contract appear here | |||