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Re: [webERP-users] how to record labor hours spent on a project
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From: Dale S. <dal...@sh...> - 2016-10-09 20:52:11
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Hi Phil, I agree your contracts strategy will hit a lot of typical requirements, and covers much more than just project time, but I will need to work through the two approaches in detail before I really understand how they work. Why do you say the two strategies may not be mutually exclusive? My username/password still works for the wiki, and I understand how a wiki can be convenient to share a text spec, but I've found wiki's aren't generally the most convenient when a lot of pictures need to be embedded. I looked for articles on the WebERP with images, but I only found articles with links to pictures hosted somewhere else (on the LogicWorks or some other file sharing website). I'll publish the blog post I already started as a work-in-progress and send a link, hopefully it will help clarify what I'm hoping to achieve. The finished article could be added to the WebERP wiki if you thought there was value. Dale ----- Original Message ----- From: ph...@lo... To: "For the general discussion of webERP project" <web...@li...> Sent: Sunday, October 9, 2016 1:26:04 PM Subject: Re: [webERP-users] how to record labor hours spent on a project Dale, Well I am not sure Strategy 1 and 2 are mutually exclusive. With what you term strategy 2 - I feel is an extension of contracts. Projects - which contain multiple contracts - each of which have no sale value and only the project has a total value. The contract functionality just provides a way to capture the costs of both labour, stock and nominal expenses for each "line" of the project. My proposal is really much bigger than just how to account for labour. I am talking about percentage of completion accounting as well. The idea of the wiki is to share the spec for other input. Phil On 2016-10-09 10:51, Dale Scott wrote: > Hi Phil and Exon, I'm glad to hear your interest and I'm sorry for > taking so > long to reply. > > Phil, I don't yet fully understand your requirements spec[1], but if I > understand you correctly it seems there are two potential strategies > for > capturing time and collecting into projects using the current WebERP. > > Strategy 1. Use a manufactured Item (i.e. a part number) to model a > project. > Create a part number for each project, and use a work order to collect > the > labor required to produce the item (project). As many labor type items > can > be created as necessary, and a labor type can be defined when a stock > category is defined for a stock type - which allows for GL entries to > recover labor (CR a P&L account and DR WIP) when there is an issue of > this > labor to a work order. These labor items can also be part of the bill > of > material at a particular work center, and work centers can be mapped to > labor items. Having created a work order, you then issue materials and > labor > to it and receive finished goods from it. When all the materials and > labor > have been issued and the finished goods received from it the work order > is > closed and the stock of the (unsold) finished items are revalued as > necessary. > > Strategy 2. Use a Contract to model a project. webERP contract > functionality > allows for entry of nominal items directly to a contract's cost, and > stock > and labor can be issued to a contract work order. If necessary, > multiple > contracts can be used with each contract a different section of the > project > (e.g. prototype, software development...). Contracts can have dates > associated with them, as well as inter-dependencies, and could be > presented > using a Gantt or PERT chart. For more details, see Phil's proposal[1]. > > I've mostly worked for companies doing their own engineering design, > PLM and > project management, as well as manufacturing , which is probably why I > proposed Strategy 1 - a part-number and manufacturing centric process. > However, I think I conceptually understand Phil's proposal enough to > recognise the Contract approach could be equally suitable. I think > which > process would be best for any given situation would depend on the type > of > project and how much interaction the project has with part numbers, > serial > numbers and manufacturing (prototypes and pre-production units). > > I would like to propose "we" work through the two strategies and > document > each the workflow for each one with screenshots. Essentially a graphic > novel > version of WebERP (hmmm, that might be going too far ;-)). I still > don't > understand WebERP well enough to work an end-to-end example, and think > this > would be an excellent way to learn. I'll do the documenting, but I'll > need > help with specifically what step comes next, so I hope you don't mind a > bunch of emails from me as I try and figure this out. > > Do you have any suggestions on how we could work collaboratively? > (assuming > of course you wanted to). I wouldn't mind trying out WordPress's > collaboration features. I started a blog post a week ago when I thought > of > Strategy 1, and have a draft with initial setup and config screenshots, > you > could login to review and edit. WordPress also has really convenient > drag > and drop for media. I'm not sure if the mailing list would be suitable > to > carry on a conversation that included embedded screenshot images. > Assuming > you want to proceed, do you have an alternate proposal? > > Regardless of the authoring tool, the final result would be yours also > to > put on the WebERP website (wiki?), add to the WebERP user manual, or > perhaps > add to your training material, presentation or handouts (assuming you > provide that service). > > Regards, > Dale > > [1] http://www.weberp.org/wiki/ProjectManagementPercentCompletion > > --- > Transparency with Trust > Blog: http://www.dalescott.net > LinkedIn: https://ca.linkedin.com/in/dalescott > GitHub: https://github.com/dalers > > > -----Original Message----- > From: ExsonQu [mailto:hex...@gm...] > Sent: Wednesday, September 28, 2016 7:22 PM > To: web...@li... > Subject: Re: [webERP-users] how to record labor hours spent on a > project > > *Dear all,* > > HRM is a important part in the real world. It's very > important > for cost control and management in today's business. If anyone has > expertise > of this area, please bring out a spec, then we can discuss and fulfill > it. > Cost control is a key in some business today. If we can have a concise > and > powerful solution of this part, it'll help lots of existed or potential > users. > > Thanks and best regards! > > Exson > > -----Original Message----- > From: Phil Daintree [mailto:ph...@lo...] > Sent: Wednesday, September 28, 2016 3:18 AM > To: For the general discussion of webERP project > Subject: Re: [webERP-users] how to record labor hours spent on a > project > > Well having created a work order, you then issue materials and labour > to it > and receive finished goods from it. When all the materials and labour > have > been issued and the finished goods received from it the work order is > closed > and the stock of the (unsold) finished items are revalued as necessary. > > Yes I do think a timesheet interface would be cool to put time into > works > orders with employees in particular work centres perhaps mapped to > labour > items. > > I have for the past few years ... now working for a project engineering > business wanted to have a project which can consist of any number of > contracts.... webERP contract functionality allows for entry of nominal > items directly to the contract cost as well as issuing stock and labour > to a > contract work order... each contract would be for a specific section of > the > project and you could get into timings and which contracts need to be > done > before subsequent "contracts" and a resultant gaant chart project plan. > > I have started a spec describing this fairly extensive development. > > http://www.weberp.org/wiki/ProjectManagementPercentCompletion > > Since working for this engineering business where some contracts > represent a > significant part of the turnover, percentage completion accounting has > become my new world and it would be cool to build this into webERP too > - a > MASSIVE undertaking ... but building up for a new challenge. If only > there > were a sponsor for this!! > > Phil > > Phil Daintree > Logic Works Ltd - +64 (0)275 567890 > http://www.logicworks.co.nz > > -----Original Message----- > From: Dale Scott [mailto:dal...@sh...] > Sent: Wednesday, September 28, 2016 1:22 AM > To: For the general discussion of webERP project > Subject: Re: [webERP-users] how to record labor hours spent on a > project > >>> I could create >>> a part number for each project, and use work orders to record labor >>> as if the project was a production part. Is this possible? >> >> Yes that's correct... you can create any number of labour type items >> ... >> the stock type when you define a stock category allows for a labour >> type to be defined - this then allows for GL entries to recover labour >> (CR a P & L account/DR WIP) when there is an issue of this labour to a >> work order. These labour items can also be part of the bill of >> material at a particular work centre. > > Hi Phil, thanks for your comments. To experiment, I created a project > (manufactured stock item) and a labour stock item, then created a > manufacturing BOM for the project with the labour item only. However I > can't > figure out how to use work orders. I've tried creating a work order for > the > project, but it's not clear if it was in fact created, or what the next > step > is. I'll post how far I've got to the forum with screen shots if it > would > help. My goal is a documented procedure or HowTo, in whatever form > would be > most useful to WebERP. > >> Not sure of any other way... a timesheet interface would be cool to >> put time into works orders with employees in particular work centres >> perhaps mapped to labour items. > > Having separate labour for each work center might be useful for work > capacity planning. > > Are you aware of any successful timesheet integrations with WebERP? Do > you > think such a feature would be used at all? I think some basic level of > "HRM" > together with basic level of project management capability could be > really > useful to smaller organizations needing simple integrated low-cost > tools, > although this may be too specialized a use to have significant > interest. I > saw discussion of time sheets in the mailing list, but only concept - > no > working code. > > -----Original Message----- > From: ph...@lo... [mailto:ph...@lo...] > Sent: Tuesday, September 27, 2016 5:40 PM > To: For the general discussion of webERP project > Subject: Re: [webERP-users] how to record labor hours spent on a > project > > Hi Dale, > >> I could create >> a part number for each project, and use work orders to record labor as >> if the project was a production part. Is this possible? > > Yes that's correct... you can create any number of labour type items > ... > the stock type when you define a stock category allows for a labour > type to > be defined - this then allows for GL entries to recover labour (CR a P > & L > account/DR WIP) when there is an issue of this labour to a work order. > These > labour items can also be part of the bill of material at a particular > work > centre. > > Not sure of any other way... a timesheet interface would be cool to put > time > into works orders with employees in particular work centres perhaps > mapped > to labour items. > > Phil > > -----Original Message----- > From: Dale Scott [mailto:dal...@sh...] > Sent: Tuesday, September 27, 2016 1:32 PM > To: web...@li... > Subject: [webERP-users] how to record labor hours spent on a project > > Hello everyone, I would like to record the hours employees spend on > various > internal projects as well as holidays, sick time, etc., so that I can > get a > big picture for where the time has gone - essentially a timesheet > system. I > get the idea from the manual that I could create a part number for each > project, and use work orders to record labor as if the project was a > production part. Is this possible? Is it the best way? Are there other > ways? > > I'd really appreciate any tips or anecdotal stories. > > Thanks, > Dale > > > > > > ------------------------------------------------------------------------------ > Check out the vibrant tech community on one of the world's most > engaging tech sites, SlashDot.org! http://sdm.link/slashdot > _______________________________________________ > web-ERP-users mailing list > web...@li... > https://lists.sourceforge.net/lists/listinfo/web-erp-users ------------------------------------------------------------------------------ Check out the vibrant tech community on one of the world's most engaging tech sites, SlashDot.org! http://sdm.link/slashdot _______________________________________________ web-ERP-users mailing list web...@li... https://lists.sourceforge.net/lists/listinfo/web-erp-users |
