How to add labor hours to an estimate budget

Transfer labor hours from Crows Nest estimate

1. Navigate to Project Estimate form:

   1. Toolbar > Estimates icon, or

   2. Menu Bar > Estimating > Estimates

2. In Select Estimate box on left, locate Project Name

3. Right-click on Project Name

4. Select Process Estimate

5. View Process Estimate form (see image 1)

6. Make sure the Create Budget box is checked [x]

7. Click Start Process button

image 1

Add labor hours manually to Project Cost form

1. Navigate to Project Cost form:

   1. Toolbar > Project Cost icon, or

   2. Menu bar > Accounting > Project Cost

2. Select Budget tab (middle left on form)

3. Select Labor child tab

4. View Labor Budget form (see image 2)

5. Right-click in the large box on the right to add Department and/or Operation

6. Select a cell in Department row and Hours column

7. Enter labor hours

image 2

Add hours manually to Project Phase form

1. Navigate to Project form:

   1. Toolbar > Project icon, or

   2. Menu bar > Data > Project

2. In the Edit Project box > select Phase tab

3. To add a phase, see Adding Phases

4. Right-click on a Phase > select Detail

5. View Details form (see image 3)

6. Select Budget tab

7. Select Labor child tab

8. Right-click in lower box to add Department and/or Operation

9. Select a cell in Department row and Hours column

10. Enter labor hours

image 3

Import labor hours from external source

Open “Select an Import Source” window

PATH A =

1. Navigate to Project form:

   1. Toolbar > Project icon, or

   2. Menu bar > Data > Project

2. In the Edit Project box > select Phase tab

3. To add a phase, see Adding Phases

4. Right-click a Project Phase > select Import… (last menu item)

PATH B =

Navigate to Project Cost form:

1. Toolbar > Project Cost icon, or

2. Menu bar > Accounting > Project Cost

3. Select Budget tab (middle left on form)

4. Select Labor child tab

5. Click on Import button immediately below Labor child tab (see image 4)
   

Configure Import Source

1. View Select an Import Source window

2. Right-click to Add a new source

3. Right-click Source > Change Type to…

   1. CSV w/ header

   2. CSV w/o header

   3. OBDC query

   4. MS Access database file

   5. Crows Nest

4. Right-click Source > Edit Post Import Query > Enter SQL Query:

image 4 

  Once you get the budget hours set for the phase the report should display those hours with the delta: