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| Info |
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Explains four ways to add labor hours:
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Transfer labor hours from Crows Nest estimate
Navigate to Project Estimate form:
Toolbar > Estimates icon, or
Menu Bar > Estimating > Estimates
In Select Estimate box on left,locate Project Name
Right-click on Project Name
Select Process Estimate
View Process Estimate form (see image 1)
Make sure the Create Budget box is checked [x]
Click Start Process button
image 1 - Process Estimate
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Add labor hours manually to Project Cost form
Navigate to Project Cost form:
Toolbar > Project Cost icon, or
Menu bar > Accounting > Project Cost
Select Budget tab (middle left on form)
Select Labor child tab
View Labor Budget form (see image 2)
Right-click in the large box on the right to add Department and/or Operation
Select a cell in Department row and Hours column
Enter labor hours
image 2 - Project Cost > Labor Budget
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Add hours manually to Project Phase form
Navigate to Project form:
Toolbar > Project icon, or
Menu bar > Data > Project
In the Edit Project box > select Phase tab
To add a phase, see Adding Phases
Right-click on a Phase > select Detail
View Details form (see image 3)
Select Budget tab
Select Labor child tab
Right-click in lower box to add Department and/or Operation
Select a cell in Department row and Hours column
Enter labor hours
image 3 - Project Phase Details > Budget
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Import labor hours from external source
Open “Select an Import Source” window
PATH A =
Navigate to Project form:
Toolbar > Project icon, or
Menu bar > Data > Project
In the Edit Project box > select Phase tab
To add a phase, see Adding Phases
Right-click a Project Phase > select Import… (last menu item)
PATH B =
Navigate to Project Cost form:
Toolbar > Project Cost icon, or
Menu bar > Accounting > Project Cost
Select Budget tab (middle left on form)
Select Labor child tab
Click on Import button immediately below Labor child tab (see image 4)
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image 4 - Project Cost > Labor Budget > Import button
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Add Import Source
View Select an Import Source window
Right-click to Add a new source
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Right-click Source > Change Type to…
CSV w/ header
CSV w/o header
OBDC query
MS Access database file
Crows Nest
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Right-click Source > Edit Post Import Query > Enter SQL Query:
| Info |
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Crows Nest can import data in CSV format, with or without a header row. |
| Note |
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Data import from spreadsheets or other applications may require additional configuration and custom SQL queries |
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. Get help with this at our Customer Portal |
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image 4
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Once you get the budget hours set for the phase the report should display those hours with the delta:
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