Working with the Enter Actual Hours screen
Accurate labor reporting and analytics require that all worked hours and costs are reflected in Unifocus RMS. Use the Enter Actual Hours screen to enter worked hours and costs for jobs and shift categories that are not interfaced or imported into Unifocus RMS.
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In the upper-left corner of the screen, select Access your applications ( ).
The menu expands. -
Select Labor > Actuals.
The Labor Actuals screen appears.
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Find and run the Enter Actual Hours task in the Actuals menu.
The Enter Actual Hours screen appears.
Working with tasks for Labor Actuals
The screen opens at the top of the task list.
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Find the task to update, run, or mark complete by scrolling down the screen.
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When you get to the task, hover the mouse pointer over the status label.
A drop-down list appears. -
From the drop-down list, select one of the following:
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To start or run the task for the first time, select Start.
The selected task opens in either separate tab or in a pane, depending on the task. -
To update the task (if it has already been started), select Update.
The selected task opens in either separate tab or in a pane, depending on the task. -
To mark the task as complete, select Mark Complete.
The task is marked complete.
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Fields on the Enter Actual Hours screen
# | Field | Description | Notes |
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1 |
Help |
Overview of the screen. Select the collapse arrow () or the expand arrow () to expand. |
Read-only. |
2 |
My Jobs / Labor Structure selectors |
Select a tab to change the left pane:
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Default: My Jobs |
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My Jobs / Labor Structure selectors panes | Default: My Jobs | |
2a |
My Jobs |
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Job Name | Name of the job. |
Read-only. |
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Shift Category | Drop-down menus that contain all available shift categories. | The software saves your selections for future sessions. | |
Edit My Jobs | Opens the Edit My Jobs dialog box where you can specify which jobs appear in the My Jobs pane. |
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2b |
Labor structure |
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Shift Category |
Drop-down menu that contains all available shift categories. |
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/ Expand All / Collapse All |
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Search |
Search field for entering the name of job or organization level. The tree menu updates to match your entry. Select the X to clear your entry. |
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Labor structure |
Tree menu of all jobs in the labor structure. Select the levels to display in the table. |
You can select only one job. | |
Controls | |||
3 |
Actuals Period |
Selects the week for which to enter actual hours. |
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Current |
Selects the current week. |
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Back/Forward |
Select the arrows to go to the previous or next actuals period. |
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4 |
Enter Hours and Costs |
Opens the Manual Entry dialog box where you enter hours and costs. |
Available only if both a job and shift category is selected. |
Table | |||
5 |
Actuals |
Actual hours and costs grouped by source. |
Read-only. |
6 |
Actual hours and costs |
Actual hours entered for the organization level and day. |
Read-only. To edit or enter hours, select Enter Hours and Costs. |
On the Enter Actual Hours screen, you can perform the following tasks:
Customizing the My Jobs pane
You can customize the My Jobs pane to display only the jobs for which you are responsible.
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Select the My Jobs tab.
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Select Edit My Jobs.
The Edit My Jobs dialog box appears. -
If necessary, do the following:
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To expand the tree menu to display all organization levels, select Expand All ( ).
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To collapse the tree menu to hide all organization levels, select Collapse All ( ).
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To filter the tree menu, type the desired job in the Search ( ) field.
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Select the jobs to add.
Note: You cannot select the tree menu node for an entire division or department. You must select the individual jobs within those divisions or departments.
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Select Save.
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The dialog box closes, and the list of jobs in the My Jobs pane updates to reflect your selections.
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From the Shift Category drop-down lists, select the shift category to apply to each job in your list.
The application remembers your selection for future sessions.
Entering actual hours and costs
All actual entries must be applied to a job and shift category.
Tip: To save time, use the My Jobs pane to create a list of jobs for which you will enter data for on a regular basis. For more information, see Customizing the My Jobs pane.
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Do one of the following to select the actuals period to work with:
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Select the Actuals Period date range field and select a range from the drop-down list.
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To select the current actuals period, select Current.
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Select the Previous ( ) or Next ( ) arrows to go to the previous or next period.
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In either the My Jobs or the Labor Structure pane, do one of the following to select the job and shift category:
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In the My Jobs pane:
Select the My Jobs tab.
Select the job for which to enter actual hours.
If necessary, apply a shift category to the job:
Note: The first time you enter hours, you must apply shift categories to jobs. The software then remembers your selection for future sessions.
In the row of the desired job, select Shift Category.
From the drop-down list, select a shift category for which to enter actual hours.
The table updates based on your selection.
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In the Labor Structure Pane:
Select the Labor Structure tab.
In the tree menu, select the job. If necessary, do the following:
To expand the tree menu to display all organization levels, select Expand All ( ).
To collapse the tree menu to hide all organization levels, select Collapse All ( ).
To filter the tree menu, type the desired job in the Search ( ) field.
Above the tree menu, select the Shift Category field and select the shift category from the drop-down list.
The table updates based on your selection.
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In the upper-right corner of the screen, select Enter Hours and Costs.
The Manual Entry for ... dialog box appears. -
Select the desired cell and enter the actual hours or cost.
Note: Depending on the selected cell, you enter either hours or dollar amounts.
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Select Save.
The dialog box closes, and the Enter Actual Hours table updates based on your entries.