Company Setup

Company Setup

These are the main setup entries for your company.

The top section shows some basic information about your company.  These cannot be edited.

Data Filters Setup

This allows you to define what data the system imports from the ERP system.

ERP Labor Cost Types - make entries to define which cost type are labor.

ERP Division Code - make entries to define which division codes to import from the ERP system.

ERP System Cost Centers - The drop down at the top will allow you to INCLUDE or EXCLUDE the list underneath.  So you can set the filter to include a set of cost centers, or to exclude a set of cost centers.  Sometimes it is better to exclude cost centers, so if new cost centers are added in the ERP system they will automatically be included.

ERP Employee Department Code - Make entires here to define what employees will be imported from the ERP system.

Include Inactive Jobs - check this is you want to include the jobs with status INACTIVE.  The system normally only imports ACTIVE jobs.  Jobs marked COMPLETE in the ERP are not imported.

General Setup

Week Ending Day - set the normal week ending day.  This controls the history setting in the system.
Date Format - select your preferred ate format
Projected threshold - the default is 10%.  Enter a number of you want the projection system 
Grid Theme - this controls the look and feel of the application
Local Time Zone - set at UTC, leave this setting

Resource Setup

Projected Finish Date Calculation - clicking this uses the projected hours (as opposed to estimated hours)

Red Line Variance Percent - enter the allowable production rate variance before the phase code show RED.  For instance you might consider a task on-track if it is within 10% of the estimated production rate.

Use Quantity for Labor Forecast - if you check this, the user will not be able to enter percent completes into phase codes with production quantities.  The percent complete will be calculated by the system based on the production quantities.

Notification Setup

This controls the automated email notifications reminding users to maintain their percent complete entries.  The system will send an email to each ROLE where it is defined.  The notification is either a summary or detailed report of phase codes where hours have been entered but no updates have been entered.

See the article on notifications.

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