Add crew timecards

The Crew Timecard form has subtle differences depending on whether the Do you wish ti establish Field Crews for Timecards? option is selected in Settings > Feature Settings > Time and Expenses.

Specifically:

• If the field crew option is selected, the crew leader must be selected in step 1. The employees and equipment referenced in the field crew are automatically selected in step 2. In addition, if the field crew does not contain equipment then the Create Equipment Timecards option is deselected by default.

• If the field crew option is deselected, your company must be selected in step 1 and the employees and equipment must be manually selected in step 2.

Access the crew timecard form from the Project Home page

1. Go to Projects and select the project in the Quick Select section.
2. On the Project Home page, select Lbr. Timecards under the Time & Expenses section.
3. Select Actions > Add Crew Timecards.

   In the data entry form, the Date, Project, and Prime Contract fields are pre-filled but can be modified.

Access the crew timecard form from the Time & Expenses module

1. Select the Time & Expenses module.
2. In the Timecards and Expense Stats section, select the three-dot menu icon in the Lbr. Timecards row.
3. Select Add Crew Timecards.

   In the data entry form, the Date field is pre-filled but can be modified.

Add crew timecard - Step 1

1. Optionally, select the Date.

   By default, today's date is used as the value.

2. Select the Project and Prime Contract number as needed.
3. Do one of the following:
   1. If the field crew option is selected in Settings, select the Field Crew Leader from the dropdown. You can create field crews in the Time & Expenses module and include employees and equipment Items.
   2. If the field crew option is deselected in Settings, select your firm from the Company dropdown.
4. Select Next.

Add crew timecard - Step 2

1. Optionally, select the Change Order.
2. Optionally, select the Work Order.
3. Optionally, select the Create Equipment Timecard.

   If the field crew option is selected in Settings and the selected crew includes equipment items, then this option will be selected by default.

4. Optionally, select the Create Daily Log option.

   When this option is selected, the following Daily Log entries will be created after the crew timecard is saved:

   • Daily Log Contact: User entering the crew timecard.
   • Daily Log Manpower: Employees and hours referenced in the crew timecard form.
   • Daily Log Major Equipment: Equipment and hours referenced in the crew timecard form.
   • Daily Log Major Activities: Entries added in the Daily Log Activities section on the crew timecard form, that's job cost code, installed quantity, and comments.
   • Daily Log Weather and Site Conditions: Entries added in the respective section on the crew timecard form.
5. Optionally, to copy the entries to additional days, select Copy entry for next and enter the number of consecutive days in the available field.

   Sage Construction Management does not consider weekends or holidays.

6. In the Entry 1 column, do the following:
   1. Select the Job Cost Code.

      The selected job cost code will automatically apply to the crew employees, crew equipment, and daily log activities.

   2. Optionally, enter Timecard Comments.
   3. Optionally, select the Labor Code in the Crew Employees section.

      This is applicable when standard rates are set up per labor type and position, such as for unions in the United States.

   4. Select the Payroll Item.

      The available options are specified in Settings > Feature Settings > Time and Expenses > Payroll Items.

   5. Optionally, select the Workers Comp. Code.

      If you do not specify a code, Sage Construction Management uses the default code specified in the project's job cost code listing, if any, when saving the timecard entry.

   6. For each employee, specify the number of hours as follows:
      • If the field crew option is selected in Settings, enter the number of Hours in the field.

        The employees are automatically retrieved from the field crew record.

      • If the field crew option is deselected in Settings, select the employee from the dropdown and enter the number of Hours in the field.

      You can use the Add Employees option to insert additional fields for including more employees.

   7. If the Create Equipment Timecard option is selected, in the Crew Equipment section, specify the hours for each equipment item as follows:
      1. If the field crew option is selected in Settings, enter the number of hours in the RT, IT, and DT fields.

         The equipment items are automatically retrieved from the field crew record.

      2. If the field crew option is deselected in Settings, select the equipment item from the dropdown and enter the number of hours in the RT, IT, and DT fields.

      You can use the Add Equipment option to insert additional fields for including more equipment items.

   8. If the Create Daily Log option is selected, optionally enter the Installed Quantity and Activity Comments in the Daily Log Activities section.

7. Repeat the previous step for additional entries, such as a different payroll item or job cost code.

   There can be up to five entries per submission.

8. If the Create Daily Log option is selected, specify the weather and site conditions in the Daily Log Weather and Site Conditions section as follows:
   1. Enter the Time.
   2. Optionally, enter the Temperature in Fahrenheit or Celsius.
   3. Optionally, select the Weather Conditions from the dropdown.
   4. Optionally, enter the Wind speed.

      For example, 10 MPH.

   5. Optionally, select the Site Conditions from the dropdown.

   You can use the Add Row option to insert additional fields for including more items.

9. Select Add & New or Add & Close.