Entering Estimated Labor Hours in Sage 300 CRE
Calculating KPIs for Labor
Having estimated hours in Sage will let Anterra calculate
several key performance indicators including:
- Estimated vs Actual Labor Rate
- Remaining Estimate Hours
Entry for
new jobs
Manual entry or import – fill in the Units columns for Labor
Cost Categories:
Manual Entry – Tasks – Enter Estimates:
Entry for Labor Categories
For Labor Categories enter values in the Units Column:
Adding Estimated Hours
Adding Estimated Hours to jobs whose estimates did not
have hours entered:
Estimated hours should be entered on the same transaction
date as the original estimate dollars.
This will let Anterra track the estimated hours over time.
Step 1: Drill to
estimate transactions to see when the original estimate was entered – any
transaction drill down inquiry in Sage would work – here is the Estimate
Spreadsheet inquiry:
Step 2: Drill on the Total Estimate Column for the
job you want to add estimated hours to:
Step
3: Drill on any cost code:
Step 4: Use the transaction date to determine what
date to use to enter estimated hours:
Step
5: Enter the estimated hours in Tasks
> Enter Estimates
NOTE: you have to enter .01 as the amount, do not
re-enter your dollar estimate, enter the transaction date you found in the
transaction date column:
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