Tracking Quantities from Production Quantities Module: 

From the production module you may enter daily or weekly quantities for a given project. 

• Select Production Quantities from your home page

• From the Period QTYS tab, select the project for which you wish to update your production quantities. 

• You have the ability to enter a quantity by day or by week. Once you select the type, you can choose your quantity date from the drop down menu. 

• If you have ‘starred’ any favorite cost codes, when you select the toggle “my favorite cost codes” your entry view will be filtered to just those codes.

• You also have the ability to filter to cost codes that have hours for for the given day or week. This would allow you to focus on the items which were utilized for time entry during the given period. This will ensure you can verify progress quantity has been entered for items which need it, or you can edit the qty directly from this entry screen. 

• Now that you have selected all of your proper filters, you can start to add or edit your quantities and notes for a given cost code. 

  • Only the green highlighted boxes are available for the users to edit. 

  • Once you have made the changes, the ‘save’ button will become enabled at the top of the dashboard. 

  • Please note that you must hit save to make sure the changes take place. 

• If you select the orange arrow at the edge of the screen, you can expand the cost code details to view additional informations such as budget, to date, and % complete values. 

Reporting from Quantities Module: 

From the production module you can access two main reports for production tracking. 

• Select Analysis tab

• From the analysis tab, you have access to two default reports. Under the report dropdown you may select which report to access:

  • ​​​​​​​Period Qtys: This report includes all quantity data for one of multiple projects. This can be run for a given week ending date, or various week ending dates. This grid includes 28 columns of data from transaction date, timecard crew lead, location, entered by, updated by, earned qty rules, quantities and many more. This report is broken out per row, for each dated transaction. 

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  • Cost Code Quantities: This report includes all quantity data for one or multiple projects. You may view this report by only cost codes with activity, or all cost codes. You can select a "To date" time frame or choose your own date range. This report will give you a summarized view of each cost code and does not go into the level of each quantity line item.