Tutorial: Work Order Cost Module

Contents

For those TreePlotter™ applications with Work Order Management installed, the hourly and/or fixed price of carrying out particular pieces of work can be recorded; so when you create a Work Record to identify that item of work, it will automatically pull through the corresponding cost. Additionally, the Labor, Equipment, and Materials can be tracked for an individual Work Order.

Topics Covered in this Tutorial:

Using the Costs module
Updating Labor, Equipment, and Materials
Pulling in Work Record Costs and Hours

Using the Cost Module

The Work Order Management Costs module allows users to record both costs and labor hours associated with an overall Work Order in addition to the costs and labor hours associated with line items of Work Records.

To access, navigate to an active Work Order > click the Costs tab in the header > a popup window will appear with the Work Order Costs data fields.

Once in the Costs tab you can fill in the over all cost, hours, and hourly rate and/or use the Labor, Equipment, and Materials feature to further organize your work order costs.

Note: if your application does not have the Costs button available reach out to TreePlotter support at support@planitgeo.com

Updating Labor, Equipment, and Materials

To further organize your Work Order Costs, use the Labor, Equipment, and Materials feature to capture specific costs associated with crews, more than one piece of equipment, and variable material quantities.

Each category has a dropdown menu that allows users to customize their set up.
Use the ‘Add’ button to build out your list of Labor, Equipment, and Materials.
Select the Description dropdown and fill in the Editable Lookup Table with the relevant details.
Add your Rates and Hours and notice the auto-calculation of the sub-total and total costs.

Pulling in Work Record Costs and Hours

Associated Work Record Fixed Costs, Hourly Costs, and Material Costs will automatically be pulled into the Work Order Costs module once a Work Record is linked to a Work Order.

The Work Order Cost fields must be updated within the Cost feature
The Work Record Costs must be updated within the Work Record.
To add the Fixed Costs, Hourly Costs, and Material Costs fields, use the Views feature to add these fields to the Work Record table.
The totals will not update until the Work Record or Costs window has been closed and reopened.