Convert clock in and out entries to equipment and labor timecards

Open the clock in and out conversion wizard

Open the wizard from the project's Time And Expense section

1. Go to Projects and select the appropriate project in the Quick Select section.
2. Select Time & Expense Overview in the Time & Expenses section.
3. In the Clock In / Out Stats section, select the three-dot menu icon () in the Clocked In / Out row.
4. Select Convert Pending Clock-In Data.

Open the wizard for labor timecards from the Time & Expenses module

1. Go to Time & Expenses module.
2. In the Timecard and Expense Stats section, select the three-dot menu icon () in the Employees Clocked In / Out row.
3. Select Convert Pending Clock-In Data.

Open the wizard for equipment timecards from the Equipment module

1. Go to Equipment.
2. In the Equipment Timecard Stats section, select the three-dot menu icon () in the Pending Equipment Clock-Ins row.
3. Select Convert Pending Clock-In Data.

Specify the project, prime contract, and convert options

1. Select the Project and the approved Prime Contract.
2. Optionally, select the Crew Leader. The crew leader will be used as a filter for the clock in entries.
3. Select Create Labor Time Entries, Create Equipment Time Entries, or both.

   By default, each option is selected if there are entries for the selected project.

4. Select Next.

Convert employee clock in and out entries to pending labor timecards

1. Optionally, select the Change Order number if the clock in and out entries being converted apply to the change.

   This option appears if there are approved change orders for the selected project.

2. Optionally, select the Work Order number if the clock in and out entries being converted apply to the work directive.

   This option appears if there are approved work orders for the selected project.

3. Optionally, select Show Comments to display the comments associated with each entry.

4. For each entry, do the following:

   1. Select the Payroll Item, Job Cost Code, and Billable Status.

      The Billable Status is applicable to Cost Plus prime contracts only.

   2. Optionally, select the Workers Comp. Code.

      If none is specified, Sage Construction Management will check the project job cost code table to see if there is a default code when saving the timecard entry. To view the default codes, select Job Cost Codes in the Client Contract Admin section on the Project Home page.

   3. Enter the hours as needed.

   There can be up to five combinations of payroll item, job cost code, workers compensation code, and billable status.

5. Select Add & Close.

Convert equipment clock in and out entries to equipment timecards

1. Optionally, select the Change Order number if the clock in and out entries being converted apply to the change.

   This option appears if there are approved change orders for the selected project.

2. Optionally, select the Work Order number if the clock in and out entries being converted apply to the work directive.

   This option appears if there are approved work orders for the selected project.

3. Optionally, select Show Comments to display the comments associated with each entry.

4. For each entry, do the following:
   
   1. Select the Job Cost Code and Billable Status. The latter only applies to Cost Plus Prime Contracts.
   2. Enter the hours as needed.

   There can be up to five combinations of job cost code and billable status.

5. Select Add & Close.