w07 - tracking time and costs on work orders
DESCRIPTION
Learn how to incorporate labor and materials into work orders including estimates and actuals, tools, and other costs and Tools.TRANSCRIPT
Tracking Time and Costs on Work Orders (W07)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Labor Report
Costs Tab Defined
Estimated vs Actual Labor
Estimated vs Actual Materials
Other Costs and Tools
Converting Estimates to Actuals
Agenda
Labor Report Overview
Labor Report Complete Close
Labor Report
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Labor Report
Costs Tab Defined
Estimated vs Actual Labor
Estimated vs Actual Materials
Other Costs and Tools
Converting Estimates to Actuals
Agenda
Labor Report Overview
Labor Report Complete Close
Labor Report
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Presenter Name David Smith
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Labor Report
Costs Tab Defined
Estimated vs Actual Labor
Estimated vs Actual Materials
Other Costs and Tools
Converting Estimates to Actuals
Agenda
Labor Report Overview
Labor Report Complete Close
Labor Report
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Labor Report
Costs Tab Defined
Estimated vs Actual Labor
Estimated vs Actual Materials
Other Costs and Tools
Converting Estimates to Actuals
Agenda
Labor Report Overview
Labor Report Complete Close
Labor Report
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Labor Report Overview
Labor Report Complete Close
Labor Report
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Record notes and activity on Work Order
Ongoing note (continuous)
Often completed during Complete Close
Labor Report Overview
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Add edit Labor Report options from Tasks tab
bull Type directly into field
bull Edit button
bull Actions Lookup for consistency
Failure Analysis and Follow-up Work data also available
Labor Report Overview (contrsquod)
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Complete Close process typically requires Technician to fill in Labor Report
Functionality is similar
Labor Report Complete Close
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
What are Work Order Costs
Estimates vs Actuals Overview
Costs Tab Defined
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Costs can be associated with Labor Materials and Other Costs
Costs added from
bull Procedure (Estimates)
bull Manual (Costs tab)
bull Manual (Complete Close)
What are Work Order Costs
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Estimates are pre-determined
bull Not completed or used
bull Can be turned into Actuals
Actuals have already occurred or been used
bull Real cost of Work and Materials
Estimates vs Actuals Overview
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Labor Fields and Columns
Viewing Labor
Estimated vs Actual Labor
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Estimated Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
Labor Fields and Columns
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
bull Estimated hours (estimated work to complete)
bull Cost based on estimated hours and Labor rate
Labor Fields and Columns (contrsquod)
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Actual Labor fields and columns
bull Selection Checkbox for removing entries
bull Labor description field (Craft or Labor Name)
bull Reg OT and Other Hours expended by Labor
Labor Fields and Columns (contrsquod)
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
bull Work Date when work was completed
bull Cost based on actual hours and Labor rate
bull Charge rate defined for individual or craft (subject to designated markup)
Labor Fields and Columns (contrsquod)
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Last row of Estimated and Actual Labor includes
bull Total Hours
bull Total Costs
bull Total Charges
Labor Fields and Columns (contrsquod)
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Actual Labor must be manually created (or converted from estimate)
Use Add button to open Labor Module Lookup
Craft Employee or Contractor selections
Adding Labor
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Labor Actuals fields
bull Reg OT or Other Hours
bull Date
bull Time In and Time Out
bull Assignments for this Labor complete
bull Comments
Adding Labor (contrsquod)
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Labor Estimates and Actual Fields
bull Account and Category
bull Auto-Calc Cost and Auto-Calc Charge
Adding Labor (contrsquod)
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Example of Estimated Labor
Adding Labor (contrsquod)
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Example of Actual Labor
Adding Labor (contrsquod)
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Materials Overview
Adding Materials
Estimated vs Actual Materials
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Estimated Materials
bull Typically populated from Procedure
bull Creates a ldquoreserverdquo quantity
Two types of items for estimated material costs
bull Stocked
bull Direct Issue
Materials Overview
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Actual Materials
bull Adjustments are made to Inventory levels
bull Can be used to ldquorotaterdquo Assets
bull If estimates are defined actual cost records will be created
Materials Overview (contrsquod)
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Three types of items for actual material costs
bull Stocked
bull Direct Issue
bull Out of Pocket
Materials Overview (contrsquod)
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Inventory Module lookup is utilized to select Material
Filters available to specify what type of Item for selection
Adding Materials
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Inventory Items Popup
bull Actual Qty
bull Account and Category
bull Other Cost Cost and Charge
bull Auto-Calc Cost and Charge
Adding Materials (contrsquod)
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Rotating Assets
bull Last 5 fields of Inventory Popup
bull Business process specific
Adding Materials (contrsquod)
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Estimated Example
Adding Materials (contrsquod)
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Actual Example
Adding Materials (contrsquod)
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Other Costs Overview
Tools Overview
Other Costs and Tools
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
All costs that are considered miscellaneous not associated with Inventory
Estimates can be converted (same as Labor and Materials)
Other Costs Overview
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Estimate Example
Other Costs Overview (contrsquod)
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Actuals Example
Other Costs Overview (contrsquod)
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Tools that are needed to complete the set of tasks (Procedure)
Borrowed not purchased
Tools Overview
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Example of adding Estimates
Tools Overview (contrsquod)
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Complete Close Dialog Options
Convert Labor and Material Estimates
Converting Estimates to Actuals
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Convert estimates to actuals via the Complete Close Dialog
Allows Techs to track actual costs and update inventory levels
Complete Close Dialog Options
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Complete Close Dialog includes section to enter additional Labor Materials and Other Costs
Complete Close Dialog Options (contrsquod)
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Quick mechanism to convert existing Estimates or Assignments to Actuals
Resets records created on the Actuals page and creates new records
Convert Labor and Material Estimates
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Now letrsquos practice creating a test Work Order adding estimated Labor and converting to actual Labor
Adding and Converting Labor Hands-On
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
To create a test Work Order select the arrow next to the New button and select Work Orders
Fill in the required information (highlighted in blue)
Save the record
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Navigate to the Costs tab of the Work Order
Select Add for Labor (Estimates)
Click on a Labor resource
Click Apply Close
Adding and Converting Labor Hands-On (contrsquod)
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Access the Action Bar and select Complete Close
Select Set Actual Labor Hours equal to Estimated Labor Hours
Apply Changes
Adding and Converting Labor Hands-On (contrsquod)
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
Navigate to the Costs Actuals tab
Estimated Labor will now be changed to Actual Labor shown on the Actuals sub-tab
Adding and Converting Labor Hands-On (contrsquod)
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
You have now successfully completed creating a test Work Order adding estimated Labor and converting the estimate to an actual
Adding and Converting Labor Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Actual Labor Add Modify Remove
Actual Materials Add Modify Remove
Actual Other Costs Add Modify Remove
Estimated Tools Add Modify Remove
Additional Resources