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Re: [webERP-users] how to record labor hours spent on a project
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From: <ph...@lo...> - 2016-10-09 21:17:47
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Images on the wiki are possible... see http://www.weberp.org/wiki/ScreenShotUploads But not super easy!! Point taken. Phil On 2016-10-09 14:37, Dale Scott wrote: > 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 > > ------------------------------------------------------------------------------ > 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 |
