Edit a Work Assembly

  1. Click the Cost DB icon on the left menu.
  2. Click the record count number shown to the right of Work Assemblies. This will refresh the page and show the Work Assembly listing.
  3. Optional: Enter some text to filter the Crew listing.
  4. Click on the Work Assembly Code to view details.
  5. To make changes, click Edit.
  6. Edit the fields as needed.
  7. Click the Save or Save and Close button.

Edit Components

  1. Click the Edit button next to the Components heading.
  2. Edit the Component Item # and/or Equation as needed.
  3. Click the Save button.

Add Equipment Item Component

  1. Click the Import Items drop-down shown to the far right of the Components heading.
  2. Click the Equipment Items.
  3. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  4. Select the Equipment Item(s) to be added to the assembly by clicking the checkbox on the left.
  5. Click the Save or Save and Close button at the bottom.

Add Labor Item Component

  1. Click the Import Items drop-down shown to the far right of the Components heading.
  2. Click the Labor Items.
  3. Optional: Enter text in the Search field to filter. This will search both Code and Description fields.
  4. Select the Labor Item(s) to be added to the assembly by clicking the checkbox on the left.
  5. Click the Save or Save and Close button at the bottom.

Add Work Item Component

  1. Click the Import Items drop-down shown to the far right of the Components heading.
  2. Click the Work Items.
  3. Optional: Select the Classification System to filter Work Items. This will also require clicking the Magnifying Icon to select the corresponding code.
  4. Optional: Enter text in the Search field to filter. This will search both Code, Description, and Manufacture fields.
  5. Select the Work Item(s) to be added to the assembly by clicking the checkbox on the left.
  6. Click the Save or Save and Close button at the bottom.

Add Classification

  1. Click the Add Classificaton button shown to the far right of the Classifications heading.
  2. Select the Classification Type (ex. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  3. Click the lookup icon (magnifying glass) shown to the right. This will open a popup form showing the codes which can be up to four tiers deep.
  4. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  5. Click the Code to be used for classifying. Once selected, the system will automatically return to the Work Assembly Classifications listing.
  6. Optional: Repeat previous four steps to add another classification and code.
  7. Click the Save and Close button at the bottom.