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Quick-Start / Building Operations

Defining and Editing Trades

Trades are used to classify your craftspersons. For example, the Planning Board shows craftspersons by their trade. Trades are also used to estimate work, This can be useful if you know the trades that are needed to complete the job, but you are not ready to schedule a specific craftsperson. Also, to save a craftsperson record, it must have a trade assigned, so if you are entering craftspersons to schedule your work, trades are needed.

The application provides standard trades in the Quick-Start sample data. Since these trades are not deleted when you delete the sample data, you can use these trades when you add your craftspersons. If you are using trades to estimate labor costs, you will want to update the sample date trade records to include the hourly rate used at your organization for that trade.

If you are estimating your work (using the Estimate action button on the console), you can enter the trade for the work, the number of hours you expect the job to take, and can reserve parts. In this case, you can define trades from the form for estimating work. See Estimating Trades and Parts.

If you are not estimating work, you can define trades using the background data task as described in the following procedure.

Procedure

When defining trades using the Quick-Start method, you enter only the following data.

If you need to change some information, such as hourly rate, for a trade that comes with the sample data, use the following procedure.

To edit information for a trade included with the sample data:

1. From the Building Operations home page, under the Background Data section, select Define Trades.

   The Trades list, shows the trades already added.

2. Click on a trade in the Trades list.

   The Trade form appears.

3. Change information for the trade, as needed. For example, enter:

   the Hourly Rate for this trade to reflect the actual hourly rate used by your organization.This is important if you want to see estimated labor costs based on trades.

   Standard Hours Available/Day: This is used in the Craftsperson Availability report to show available hours.

4. Click Save.

To define a new trade not included with the sample data:

1. From the Building Operations home page, under the Background Data section, select Define Trades.
2. Click Add New at the top of the left pane.

   The Add New Trade form appears.

3. Enter the following for the trade:

   Trade Code. This is a unique identifier for the trade. For example, enter Electrician-I. The Trade Code is a required.

   Trade Description. This further identifies the trade. For example, for Electrician-I, enter Master Electrician.

   Hourly Rate for this trade. The application calculates estimated costs based on the hourly rate entered for the trade. You can see the estimated costs for a single work request on the Work Request Details screen.

   Standard Hours Avail./Day. This is used in the Craftsperson Availability report to show available hours.

4. Click Save.

Next Steps

• Associate craftspersons with trades: Once you have defined trades, you associate them with craftspersons when defining craftspersons. See Add and Schedule Craftspersons.
• Associate trades with work requests: You associate trades with work requests in either of the following ways:
  • When you estimate the request, you can estimate the number of hours for each trade the work requires. See Estimating Trades and Parts.
  • When you update trades, you can enter the estimated hours for that trade that were actually needed.See Updating Additional Data. and How to Update Work Requests.
• Generate the Archived Work Requests by Trade report. This report helps you evaluate the trades that you use most heavily. See Quick-Start Reports for Building Operations