Edit a crew

View and edit the crew details 

  1. Go to Cost DB.
  2. In the Internal Cost Database Stats section, select the total count number in the Crews row.
  3. Optionally, use the Search field to filter the list.
  4. Select the crew code to view the crew details.

Edit the crew details

  1. Select Edit.
  2. Update the crew information as needed.
  3. Select Save & Close.

Edit the labor item quantity

  1. In the Labor Item Resources section, select Edit List.
  2. Update the Quantity for each item as needed.
  3. Select Save.

Import labor items

  1. In the Labor Item Resources section, select Import.
  2. Optionally, use the Search field to filter the list.

    The results include matches from both code and description.

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

    The checkbox is selected automatically.

  4. Select Save & Close.

Edit the equipment item quantity

  1. In the Equipment Item Resources section, select Edit List.
  2. Update the Quantity for each item as needed.
  3. Select Save.

Import equipment items

  1. In the Equipment Item Resources section, select Import.
  2. Optionally, use the Search field to filter the list.

    The results include matches from both code and description.

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

    The checkbox is selected automatically.

  4. Select Save & Close.

Add a classification

  1. In the Classifications section, select Add Classification.
  2. 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.

  3. Select Save & Close.