How do add/remove crew rates?

Organization

A Crew Rate records the hourly labor rate and labor benefit percentage for a crew team working on a project within the Project Accounting application. The labor rate is the amount charged per hour. While the labor benefit percent is the percentage of the labor cost that is used to calculate the estimated labor cost benefit.

 

Add a crew rate

Create a new record for a crew rate.

Do this...

1. Open Connect Project Accounting > Organization > Crew Rates.

2. Click New (CTRL+N).

3. Fill in the form.

4. Click Save (CTRL+S).

The crew rate is saved.

 

Change a crew rate

Edit the properties assigned to a crew rate.

Do this...

1. Open Connect Project Accounting > Organization > Crew Rates.

2. Enter a crew code in the Lookup field. Press Enter.

3. Now, you can edit the record.

4. Click Save (CTRL+S).

The crew rate is updated.

 

Delete a crew rate

You cannot delete a crew rate when

1. Open Connect Project Accounting > Organization > Crew Rates.

2. Enter a crew code in the Lookup field. Press Enter.

3. Click Delete (CTRL+D).

 

Options

Crew code

This is a unique description (30 characters or less). Examples of crew codes include Electric, None, Parks, Roads, Sewer, and Water.

What is the crew code?

  • Use the Crew Code field to enter a description.

Labor rate

The labor rate is the amount charged per hour.

What is the labor rate?

  • Use the Labor Rate field to enter an amount.

Labor benefit percent

The labor benefit percent is the percentage of the labor cost that is used to calculate the estimated labor cost benefit.

What is the labor benefit percent?

  • Use the Labor Benefit Percent field to enter a value.

Lock/unlock restricted fields

Use Restricted Fields to unlock a locked field. A locked field is disabled, which means users cannot make changes to the field's contents without first unlocking the field. Clicking the Restricted Fields button again will lock an unlocked field.

How do I restrict fields?

You can select which fields to restrict on the entry screen. After the field information is entered, the field is locked and the information in the field is view only. Click Options (F12) and then click the Select button to choose which fields to include on the Restricted Fields list.

How do I lock/unlock restricted fields?

You can lock fields to prevent users from making changes to the field value. A locked field has a gray background. If you need to make changes to a locked field, you can click the Restricted Fields button to unlock the field contents. An unlocked field has a white background and you can edit it.

Stop fields

A field stop allows you to determine which fields the system will stop at and which fields to skip over. Using Stop Fields can help you streamline data entry by only stopping the cursor at the fields that need information.

How do I turn Stop Fields on/off?

Click Stop Fields once to turn on Stop Fields. The Stop Fields icon appears in the Status Tray. To turn Stop Fields off, click the Stop Fields button again.  

 

How do I manage the Stop Fields list?

Use this option to create a new Stop Field list or set up Stop Fields for individual users. Click the menu, attached to the Stop Fields button on the main toolbar, then click Manage Stop Fields.