Add a crew

Create the crew

1. Go to Cost DB.
2. In the Internal Cost Database Stats section, select the actions menu icon () in the Crews row.
3. Select Add Manually.
4. Enter the crew Code and Description.

   The code must be alphanumeric.

5. Enter the average Daily Output quantity and Unit.

   The quantity represents the typical number of units that can be installed during a standard shift. For example, 8 hours. If this information is unknown, enter 1 for the quantity and EA for the unit.

6. Select Add & Next.

Add labor items

• If you do not need to add labor items to this crew, select Skip.

• To add labor items, do the following:

  1. Optionally, use the Search field to filter the list.

     The results include matches from both code and description.

  2. Enter a quantity to add a labor item to the crew.

     The checkbox is selected automatically.

  3. Select Add & Next.

Add equipment items

• If you do not need to add equipment items to this crew, select Skip.

• To add equipment items, do the following:

  1. Optionally, use the Search field to filter the list.

     The results include matches from both code and description.

  2. Enter a quantity to add an equipment item to the crew.

     The checkbox is selected automatically.

  3. Select Add & Next.

Add classifications to the crew

Classifying crews, such as by cost code, is helpful when managing a large number of records. For smaller lists, text search is usually sufficient.

• To skip this step, select Skip.

• To add classifications, do the following:

  1. For each classification code that you want to add, do the following:

     1. Select the Classification Type, such as your primary cost code system.

        Administrators can manage these options in Settings > Company Settings > Cost Codes.

     2. Select the magnifying glass icon () next to the classification type to view the available codes.
     3. Optionally, select the right arrow next to a code to drill down to a lower level.

        Codes can be nested up to four levels deep.

     4. Select the code that you want to use for classification.

     5. Select Add New Line to include more classifications.

  2. Select Finish.