Complete

Clicking on a particular row (item) on the Phase grid, then clicking the Complete command will open the Labor breakout for this item window.


Use the window to specify that the item has been completed, giving it a Completed Date and Time [021130].

In the upper right of the window, the Labor Amt field shows the labor pool amount for the selected item. Note that when the Labor by Employee report is run, all individual completed items are calculated first and deducted from the labor pool for the phase before the balance of the labor pool for the phase is calculated and/or paid out.

The Add and Edit buttons open install windows that allow you to specify installers and how they should be paid in connection with the completed item.


You add and edit the installers basically the same way you do on the Installers for phase window, discussed on the Labor page. Note that in addition to the Pay Types found at the phase level (%, $, H and B), the item level contains the pay type Q. Each of the Pay Types is discussed below:

%:	Choose this Pay Type if you want to pay the installer a percentage of the Labor Pool. For Amount, enter the Labor Pool percentage that the installer is to be paid.
$:	Choose this Pay Type if you want to pay the installer a fixed dollar amount from the pool. For Amount, enter the dollar amount the installer is to be paid.
H:	[021130] Choose this Pay Type if you want to pay the installer an hourly rate based on employee primary rate in defaults.
Q:	[021130] Choose this Pay Type if you want to pay the installer based on the quantity installed (i.e. if installer completed only 300 sqft of a sequence, the Q record can indicate he gets paid for 300 sqft at the labor rate for that line item).
B:	Choose this Pay Type if you want to pay the installer the balance of the Labor Pool. Do not make changes to either Amount or Hours. Note that you can have only one installer with a "B" pay type for each phase.

As with the Installers for phase window, the Add Installers window contains a Do not deduct from pool [021130] checkbox allows you to indicated that this amount gets paid to the employee but is NOT to deducted from the respective pool, resulting in the following combinations/behavior:

Pay Type $ $ H H Q Q % % B

Amount x.xx x.xx x.xx x.xx x.xx x.xx x.xx x.xx 0.00

Do Not Deduct Checked Unchecked Checked Unchecked Checked Unchecked Checked Unchecked Unchecked

Behavior Pay $x.xx; do not deduct from item pool. Pay $x.xx; reduce item pool by this amount. Pay x.xx hours at primary rate; do not deduct from pool. Pay x.xx hours at primary rate; reduce item pool by that amount. Pay for x.xx at item labor rate; do not deduct from pool. Pay for x.xx at item labor rate; reduce item pool by that amount. Pay x.xx percent of original pool; do not deduct from pool. Pay x.xx percent of remaining pool after above deductions. Pay remaining balance of pool after all above deductions.

Note that B pay type can never be excluded from the item (or phase) labor pools.

Once you have made your selections, click the Accept button to add the installer. You may then add another installer or click on the Close button, which will bring you back to the Labor breakout for this item window.

Use the Delete button to delete installers.

The Copy From button allows you to copy labor from an existing completed item. Clicking the button will open the Sequence/Item to copy labor from window that will list the completed items from which you can copy.


Click on the desired item then hit OK. That item's labor will be copied over to your item and will appear on the Labor breakout window.

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