Update Labor Details - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
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EcoSys
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EcoSys Standard Version
3.01

You can either add the labor details manually or add them by selecting them from the Labor Selection panel.

You can only delete the labor details that are added manually or selected from the Labor Selection panel. The labor details that appear after adding the crews or materials in the Crews or Material Library tabs cannot be deleted.

To delete a labor detail, select the required line item and click the Delete Rows(s) icon in the Labor Details panel.

Update the Labor Details Manually

This procedure allows you to manually add, modify, and delete labor details associated with estimate project objects.

  1. Click the Labor tab.

  2. In the Labor Details panel, click the Insert Row icon to add a new labor.

  3. Click the Object Path ID ellipsis to select the required object.

  4. Click the Resource ID ellipsis to select the required resource.

  5. Perform any of the following actions:

  • Select the required Rate Source as Cost Object Unit Rate Table.

    1. Type the required Hours.

    2. Click the UOM ID ellipsis to select the required units of measurement.

      By default, Hours appears in UOM while adding the labor details.

    3. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    4. Type the required Description.

    5. Click the Save button. The Rate Table, Rate, Cost, and Cost in Object Currency auto-populate.

      • The unit rate table in the Estimate Setup screen (Estimating > Estimate SetupRate TablesView All Project Estimate Rate TablesProject Object Rate Tables panel) appears in Rate Table ellipsis when the details are saved.

      • The Rate updated for the selected resource ID in the Estimate Setup screen (Estimating > Estimate SetupRate TablesUpdate Project Labor Rates) auto-populates.

      • The formula that is used to calculate Cost is (Rate * Hours).

  • Select the required Rate Source as Transactions Unit Rate Table.

    1. Type the required Hours.

    2. Click the UOM ID ellipsis to select the required units of measurement.

      By default, Hours appears in UOM while adding the labor details.

    3. Click the Rate Table ellipsis to select the unit rate table.

    4. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    5. Type the required Description.

    6. Click the Save button. The Rate, Cost, and Cost in Object Currency auto-populate.

      • The Rate updated for the selected resource ID by the EcoSys administrator in the Unit Rate Tables screen (Admin > Estimates Admin > Enterprise Libraries > Unit Rate Table) auto-populates. This is applicable only when the Start Minor Period of the resource falls in between the Project Start Date and Project End Date.

      • The formula that is used to calculate Cost is (Rate * Hours).

  • Select the required Rate Source as Transaction Rate.

    1. Type the required Hours.

    2. Click the UOM ID ellipsis to select the required units of measurement.

      By default, Hours appears in UOM while adding the labor details.

    3. Type the required Rate.

    4. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    5. Type the required Description.

    6. Click the Save button. The Cost and Cost in Object Currency auto-populate.

      The formula that is used to calculate Cost is (Rate * Hours).

  • Select the required Rate Source as None.

    1. Type the required Hours.

    2. Click the UOM ID ellipsis to select the required units of measurement.

      By default, Hours appears in UOM while adding the labor details.

    3. Type the required Cost. Click the Currency ellipsis to select the required currency.

      If you do not select any currency, by default, USD is considered after you click the Save button.

    4. Type the required Description.

    5. Click the Save button. The Rate auto-populates.

      The formula used to calculate Rate is (Cost / Hours).

Add the Labor Details from the Labor Selection Panel

This procedure allows you to add the labor details by selecting the line items from the Labor Selection panel.

  1. Click the Labor tab.

    SHARED Tip Click the arrow mark on Labor Selection to view the Labor Selection panel.

  2. In the Labor Selection panel, click the Unit Rate Table ellipsis to select the required unit rate table. All the available labor resources appear.

    The labor resources are added by the administrator to the Unit Rate Table in the Unit Rate Tables screen (Admin > Estimates Admin > Enterprise Libraries > Unit Rate Tables).

  3. Click the Add hyperlink corresponding to the required labor resource. The selected labor resource is added to the Labor Details panel. By default, Rate Source is updated to Transactions Unit Rate Table. The Currency and Rate updated for that labor resource in that rate table appear.

  4. Type the required Hours.

  5. Click the UOM ID ellipsis to select the required units of measurement.

    By default, Hours appears in UOM while adding the labor details.

  6. Click the Save button. The Rate, Cost, and Cost in Object Currency auto-populate.

    The formula that is used to calculate Cost is (Rate * Hours).