Labor rates restructure in the Test SMD Data Tracker

[ChristinaTremel]

Builder Huddle Findings:

• AMD Example: Need to create something similar to inventory_item_unit_costs (call it asset_item_unit_costs) for labor costs tracking
• RPP Example: they locked in the value. When an invoice was generated you can have a separate field to lock in the value.

Testing

• Created asset_item_unit_costs object
• Added fields:
  • UnitCostHistory_ID
  • Unit Costs
  • Employee Type
  • Status
  • Created Date
  • Display Name
  • Created new Hourly Rate field in the invoice_items object
  • Need to finish testing but we determined that we want to move forward with structuring this similarly to AMD Data Tracker to prepare for inventory in the future.

Labor rates existing previously in the SMD Data Tracker:

• Technician – Direct: $41.47
• Technician – Direct OT: $62.21
• Technician – Indirect: $90.43
• Technician – Indirect OT: $135.65
• Superintendent/Engineer/Division Manager – Direct: $62.38
• Superintendent/Engineer/Division Manager – Direct OT: $93.57
• Superintendent/Engineer/Division Manager – Indirect: $140.24
• Superintendent/Engineer/Division Manager – Indirect OT: $210.36

Labor rates to update in the SMD Data Tracker:

• Technician – Direct: $44.94
• Technician – Direct OT: $56.65
• Technician – Indirect: $104.58
• Technician – Indirect OT: $146.11
• Superintendent/Engineer/Division Manager – Direct: $67.23
• Superintendent/Engineer/Division Manager – Direct OT: $90.08
• Superintendent/Engineer/Division Manager – Indirect: $162.07
• Superintendent/Engineer/Division Manager – Indirect OT: $232.34

[ChristinaTremel]

5/17 notes

asset_item_unit_costs object updates

• [x] Created asset_item_unit_costs object
• Added fields:
  • [x] UnitCostHistory_ID
  • [x] Unit Costs
  • [x] Employee Type
  • [x] Status
  • [x] Created Date
  • [x] Display Name - (Unit Cost) | [(FY) | (Employee Type)
  • [x] FY
• [x] Added new labor rates and previous labor rates to the asset_item_unit_costs object
  • PREVIOUS prices
    • Technician – Direct: $41.47
    • Technician – Direct OT: $62.21
    • Technician – Indirect: $90.43
    • Technician – Indirect OT: $135.65
    • Superintendent/Engineer/Division Manager – Direct: $62.38
    • Superintendent/Engineer/Division Manager – Direct OT: $93.57
    • Superintendent/Engineer/Division Manager – Indirect: $140.24
    • Superintendent/Engineer/Division Manager – Indirect OT: $210.36
  • NEW prices
    • Technician – Direct: $44.94
    • Technician – Direct OT: $56.65
    • Technician – Indirect: $104.58
    • Technician – Indirect OT: $146.11
    • Superintendent/Engineer/Division Manager – Direct: $67.23
    • Superintendent/Engineer/Division Manager – Direct OT: $90.08
    • Superintendent/Engineer/Division Manager – Indirect: $162.07
    • Superintendent/Engineer/Division Manager – Indirect OT: $232.34

      invoice_items object updates

• [x] Created connection field asset_item_unit_cost
• [x] Created Hourly Rate NEW field in the invoice_items object
• [ ] Create the Hourly Rate Currency Field
• [ ] Create `Hourly Rate Decimal Field

Add Invoice Item Form updates

• [ ] Added asset_item_unit_cost field and added filter for FY

[ChristinaTremel]

6/28 Notes

inventory_item_unit_cost object creation

• [x] Created inventory_item_unit_costs object

• Added fields:

  • [x] UnitCostHistory_ID - auto increment
  • [x] Unit Costs - number
  • [x] Employee Type - mult-choice
  • [x] Status - mult-choice
  • [x] Created Date - datettime
  • [x] FY - multi-choice
  • [x] Display Name - (Unit Cost) | FY-[(FY) | (Employee Type) - field calculation
  • [x] Created By - accounts connection

• [x] Added new labor rates and previous labor rates to the inventory_item_unit_cost object

  • PREVIOUS prices
    • Technician – Direct: $41.47
    • Technician – Direct OT: $62.21
    • Technician – Indirect: $90.43
    • Technician – Indirect OT: $135.65
    • Superintendent/Engineer/Division Manager – Direct: $62.38
    • Superintendent/Engineer/Division Manager – Direct OT: $93.57
    • Superintendent/Engineer/Division Manager – Indirect: $140.24
    • Superintendent/Engineer/Division Manager – Indirect OT: $210.36
  • NEW prices
    • Technician – Direct: $44.94
    • Technician – Direct OT: $56.65
    • Technician – Indirect: $104.58
    • Technician – Indirect OT: $146.11
    • Superintendent/Engineer/Division Manager – Direct: $67.23
    • Superintendent/Engineer/Division Manager – Direct OT: $90.08
    • Superintendent/Engineer/Division Manager – Indirect: $162.07
    • Superintendent/Engineer/Division Manager – Indirect OT: $232.34

invoice_items object updates

• [x] Created connection field inventory_item_unit_cost with the Employee Type
• [x] Create Labor Hours NEW field - field calculation
  • [Quantity]*[
• [x] Existing Labor Hours field - updated calculation
  • Previous: [Quantity] * [Hourly Rate Decimals]
  • New: [Quantity] * [invoice_item inventory_item_unit_cost.Unit Cost]

Add Invoice Item Form updates

• [x] Added invoice_item_unit_cost connection field and renamed Employee Type.
• [x] Added filter for status is Active

Invoice Item Table updates

• [x] Employee Type New (added to the form)
• [x] Unit Cost New - from the invoice_item_unit_cost connection

Rules to Update

• [x] Form Display Rule

Testing

• Diana and I tested out the new process with the above steps and were successfully able to populate the labor ✅
• Created an FY25 record and inactivated FY24 and that successfully gave us the new pricing as well ✅