Daily Entry - Project Manager

OBJECTIVE

Daily Entry – Project Manager is used by project managers to access daily entries of a selected project and to approve hours. Displayed entries can originate from maestro*MOBILE or be returned from the Daily Entry option. The project manager can also create entries and import hours from the Project Dispatch.

By default, the tab displayed is the first one in which maestro* found transactions.

Only entries created in Daily Entry – Project Manager and maestro*MOBILE can be modified in this window. Transactions cannot be transferred from this window. Transfer and acceptation of daily entries must be done in Daily Entry option.

 

The display of tabs can be adapted to the requirements of each user by right clicking and checking the tabs to be displayed in the Tab Configuration window. The user can also move them using the up-pointing and down-pointing arrow icons.

 

PREREQUISITES

• Security Management, the access type must not be internal.
• Employee Management
• Equipment Management
• Define Trades
• Dispatch Project Management
• Project Dispatch

 

Icons

Icons of the Daily Entry - Project Manager option

Icon Title Used to New (F5) Create a new daily entry. If the Import dispatch transactions box is checked in the option’s Configuration window, hours from dispatch are automatically imported for a given project and date. When the configuration is activated, it is also possible to choose whether the transactions linked to subprojects and payable non-availabilities are to be imported. Delete (Ctrl+F5) Delete the daily entry. Available only for transactions created in maestro* with the Entered status. Return to maestro*MOBILE Return a non-transferred transaction in maestro* in order to make corrections or to reprint reports in maestro*MOBILE. NOTE: The returned transaction is available from the Display transactions returned to maestro*MOBILE icon. The return of a daily entry whose status is Approved or Accepted is not allowed. Documents Visualize documents entered in maestro*MOBILE or add documents to the transaction. Display non-transferred transactions Visualize transactions with the Entered, In Progress, Accepted, Completed and Approved status. Display transactions returned to maestro*MOBILE Consult the list of transactions returned to maestro*MOBILE, with the Returned status. Display transferred transactions Consult transferred transactions. Show readings that determined this hourly rate Visualize the hourly rate source. NOTE: This functionality is only available when the cursor is positioned on an hour line. Search among the ordered items Available only for the Material Used tab, and allows the user to research the item. NOTE: Icon used with the Receipt of Goods tab, which is currently unavailable. Only icons specific to this window are defined in the table above.

 

Steps

maestro* > Projects > Project Costing > Daily Entry > Daily Entry - Project Manager

1. In Daily Entry – Project Manager window, select the project Code.

If the project can be billed, the Billable Project mention is displayed. To return to the project selection window, click the Cancel icon.

2. Click the Accept icon.
3. Select or enter a transaction Number in the Identification section.

To enter a new transaction, leave this field blank. This number corresponds to the daily entry transaction counter.

 

If the transaction contains multiple employees and the maestro* user does not have access to all the employees in the transaction, it will be impossible to display the transaction.

4. Enter, complete or view the information available in the Identification section:

Field	Description
Status	Status of the transaction. NOTE: The default status is In Progress – PM.
Accounting Date	Accounting date of the daily entry. NOTE: This date will be used in Hours Management.
Date Entered	Date on which the transaction was created in maestro* or transferred from maestro*MOBILE.
Project	Project on which the work was performed.
Work Order	External work order number for invoice preparation if the module is installed. NOTE: If the Work Order module is not installed, this field is used as a text field only.
Dispatch Project	Dispatch project linked to the daily entry.
Foreman	Displays the foreman’s name, entered in Project Management for the selected project.
Project Manager	Displays the project manager’s name, entered in Project Management for the selected project.
Site Supervisor	Displays the site supervisor’s name, entered in Project Management for the selected project.

1. Weather section: Allows the user to view, enter and modify the weather and its details for the day, evening and night.
2. Wind section: Allows the user to view, enter and modify the intensity of winds for the day, evening and night.
3. Summary section: Used to enter a summary of the day’s activities, for information purposes.

5. Hours tab: This tab allows manual entry of hours as well as viewing and modification of hours imported from Project Dispatch and from maestro*MOBILE.

The hours of an employee’s default equipment are displayed on the same line as the employee’s hours.

 

Field	Description
Employee - Number	Employee for whom the hours are entered.
Name - Name	Name of the selected employee.
Sector	Sector to which the hours will be applied.
Trade	Employee’s trade code. NOTE: By default, maestro* displays the code defined in the employee's record, if applicable.
Years or Level	The employee’s years or level of apprenticeship for the selected trade. By default, maestro* displays the years or level specified in Employee Management.
Annex	Annex for the project. By default, maestro* displays the annex specified in Project Management; otherwise, it uses the default annex in Employee Management.
Region	Region code where the work was performed. By default, maestro* displays the region code specified in Project Management; otherwise, it uses the region provided by default in Employee Management.
Union Code	Union code used. NOTE: Maestro* determines the union code using the following reading priority: Union code specified in Project Management, in the Default Values by Trade tab; If no union code is specified for the project, maestro* uses the union specified in Define Regions; Otherwise, maestro* uses the union specified in the Trades and Unions tab in Employee Management; Or the default union code in Employee Management.
Shift	Work shift. NOTE: The hourly rate associated with a shift can be found if the hourly rates are entered by shift.
Bonus - Code	Code of the selected bonus.
Bonus - Rate	Rate of the bonus.
Employee Hours
Hourly rate	Hourly rate used. NOTES: If the user has limited access to the employee, the hourly rate will not be displayed. If the selected employee belongs to a category whose rate is managed by sector, maestro* displays the rate for the project’s sector. If a sector is not specified for the project, maestro* uses the sector from the employee's record. If the employee does not have a sector, maestro* displays rate 1 by default. If the selected employee belongs to a category whose rate is managed by salary rate, maestro* displays the rate for the employee's trade code. If the trade code is not defined in the category or if the employee does not have a trade code, maestro* displays rate 1 by default. The source of an hourly rate can be confirmed line-by-line by clicking the Show readings that determined this hourly rate icon.
Rate Type	Used to specify whether the hours entered are paid in regular, half or double time.
Start	Employee’s start hour. NOTE: If the start hour is modified in the daily entry for hours imported from Project Dispatch, the dispatch is automatically updated.
End	Employee’s end hour. NOTE: If the end hour is modified in the daily entry for hours imported from Project Dispatch, the dispatch is automatically updated.
Hours	Number of hours worked by the employee. NOTE: If no bonus is entered or the entered bonus is of revenue type, the number of hours entered in the column cannot exceed 24. If a bonus is entered and is not of revenue type, the number of hours entered can exceed 24.
Project	Project to which the salary or bonus expense is affected.
Activity	Activity to which the expense is affected.
Group	Group to which the expense is affected. NOTE: By default, the group type is labour and can be determined either in Employee Management or in Projects’ Configuration, under Default Values.
Equipment Hours
Code	Equipment for which hours are entered.
Start	Equipment’s start hour. NOTE: If the start hour is modified in the daily entry for hours imported from Project Dispatch, the dispatch is automatically updated.
End	Equipment’s end hour. NOTE: If the end hour is modified in the daily entry for hours imported from Project Dispatch, the dispatch is automatically updated.
Hours	Number of hours assigned to the equipment.
Project	Project to which the equipment expense is affected.
Activity	Activity linked to the equipment. NOTE: By default, the activity displayed is determined in Equipment Management. However, if no activity is defined in the equipment, maestro* uses the employee’s activity and applies it to the equipment.
Group	Group linked to the equipment. NOTE: The group can be from the Projects’ Configuration, under Default Values for the equipment.
Default Bonus NOTE: This section is displayed only if the value of the Default Bonus setting is During Transaction Entry. By default, the first 10 columns will be displayed, but the user can display more (or less) by changing the settings of the grid.
Code	The default bonus code is not modifiable.
Quantity	The default bonus quantity is modifiable or not, depending on the default bonus settings.
Activity
W/C-CSST	W/C - CSST activity. NOTE: By default, maestro* displays the W/C - CSST activity code entered in the employee's record. However, if a CSST code is assigned to the project activity entered, it has priority.
PBB	PBB activity. NOTES: This activity applies only to electricians. By default, maestro* displays the PBB activity code entered in the employee's record. However, if a PBB code is assigned to the project activity entered, it has priority.
Bonus	Used to assign a bonus to the employee.
Dispatch Project	Used to assign hours to a different dispatch project then the one entered in the Identification section.
Cost	Hourly cost based on the configurations. NOTES: If the user has limited access to the employee, the hourly cost is not displayed. The cost includes the equipment, if applicable. Maestro* determines the cost using the following reading priority: Cost specified in the employee's record. Cost specified in the employee's employment category. Employee's regular hourly rate multiplied by the fringe benefits rate for the category. Regular hourly rate for the category multiplied by the fringe benefits rate for the category. Average hourly cost for the payroll based on the distribution date. Employee's hourly rate.
Meter	Equipment usage meters from Equipment Management, Preventive Maintenance tab.
1	Usage meter 1.
2	Usage meter 2.
Transferred	Indicates that the transaction has been transferred if the box is checked.
Transaction Pointers	Displays pointers when the transaction has been transferred. Allows users to trace transactions created when transferring the entry to the various options of maestro*. NOTE: If the hours are deleted in maestro*, the pointer displays the word Deleted.
Comment	Used to enter or view a comment.

6. Breaks and Meals tab: This tab allows to view a daily entry's breaks and meals as entered in maestro*MOBILE. It is impossible to change this information; it cannot be modified, nor deleted.
7. Interruptions tab: Allows users to visualize predefined breaks from the dispatch model or the dispatch project (this latter having precedence). Also allows users to manually add interruptions and to view interruptions added from maestro*MOBILE.
8. Tasks tab: This tab displays the list of tasks done during the day, entered in maestro*MOBILE.
9. Material Used tab: Allows to indicate the material used during the day.

When the daily entry is transferred, a non-transferred inventory to project transfer transaction is created automatically.

 

Field	Description
Activity	Material expense activity.
Group	Material expense group.
Inventory Code	Product code from Catalogue Management.
Description	Description associated with the item in the catalogue.
Unit	Conversion unit. NOTE: The unit varies based on the factor entered in the item in the Catalogue Management option.
Site	Site on which the item is located.
Location	Actual location of the item.
Characteristics	Item characteristic.
Identification	Item identification. Used to select the location where the item is classified. NOTES: The item identification can complete the site, location, characteristics and reservation number automatically. If the item is managed by serial number, maestro* displays the serial number in this field.
Reservation No	Reservation number. NOTE: This number can be entered manually by the user.
Quantity	Actual quantity used.
Unit Price	Unit price of the item.
Amount	Amount of the item.
Transferred	Indicates that the transaction has been transferred if the box is checked.
Transaction Pointer	Displays the transaction pointer when the material is transferred in the Inventory to Project Transfer option.

10. Production tab: This tab displays the production entered in maestro* and maestro*MOBILE.

When the daily entry is transferred, a non-transferred production transaction is created automatically.

 

Field	Description
Activity	Production expense activity.
Group	Production expense group. NOTE: The group displayed by default is the one in entered in Projects’ Configuration, under Default Values.
Quantity	Production quantity.
Amount	Monetary value of the production.
Transferred	Indicates that the transaction has been created in option Enter Production.
Transaction Pointer	Points the transaction number created in option Enter Production.

11. Production by Bid Item tab: This tab displays the production by bid item entered in maestro* and maestro*MOBILE.

When the daily entry is transferred, a non-transferred production transaction by bid item is created automatically.

1. Billing Schedule sub-tab

Field	Description
Bid Item	Displays the code that identifies the work done and that was defined in Progress Billing Contracts on the billing schedule.
Description	Displays the work description for the item on the billing schedule.
Quantity	Displays the quantity if the progress type defined in Progress Billing Contracts is Quantity.
Unit	Displays the unit of the item on the billing schedule defined in Progress Billing Contracts.
Prior	Displays the quantity or production rate entered earlier for the item on the billing schedule.
Current	Displays the quantity or production rate of the day.
To Date	Displays the total quantity or production rate produced by the transaction date for the item on the billing schedule.
Transferred	Indicated that the line has been transferred in maestro*.
Transaction Pointer	Points the transaction created in option Production by Bid Item when transferring.

2. Change Order sub-tab

Field	Description
Code	Displays the code that identifies the work done for the item on the change order and that was defined in Progress Billing Contracts for information purposes.
Description	Displays the description of the item on the change order.
Quantity	Displays the quantity on the change order if the progress type defined in Progress Billing Contracts is Quantity.
Unit	Displays the unit on the change order defined in Progress Billing Contracts.
Prior	Displays the quantity or production rate entered earlier for the change order.
Current	Displays the value that will be added to the previous balance depending on the progress type for the item on the change order.
To Date	Displays the total quantity or production rate produced to date for the item on the change order.
Transferred	Indicates that the line has been transferred in maestro*.
Transaction Pointer	Points to the transaction created in option Production by Bid Item when transferring.

12. Subcontractors / Contacts tab: Allows users to view, enter and modify contacts and subcontractors present or having worked on worksite.

Field	Description
Supplier Code	Code for the supplier.
Name	Name of the supplier.
Start Time	Start time of the supplier or contact’s presence on the worksite.
End Time	End time of the supplier or contact’s presence on the worksite.
Quantity	Used to enter a number of resources.
Comments	Comments on the line.
Contact Code	Code for the contact.
Contact Name	Name of the contact.
Transferred	Indicates that the line has been transferred in maestro*.

13. Daily Notes tab: Used to enter miscellaneous information and to consult notes entered in maestro*MOBILE, if applicable.
14. Click Save.

It is also possible to transfer daily entries in batch, in two different ways: From option Daily Entry Batch Transfer; From option Transaction Transfer. To do so: In the maestro* toolbar, click the Transaction Transfer icon. Open the Projects menu, then click Project Costing. Transactions are displayed in the section on the right. Open the Daily Entries menu, then the submenus and select the checkboxes of all daily entries to transfer. Only daily entries with an Accepted status can be viewed and transferred.

 

See also

• Daily Entry
• Using maestro*MOBILE – Project Interface
• Enter Hours
• Production
• Inventory to Project Transfer