Introduction: The Labor Grid is a powerful tool on the My Users page that provides insights into task performance and labor reporting across your organization. This guide will walk you through how to use this feature effectively.
What You'll Learn:
- Accessing the Labor Grid
- Navigating the grid's features
- Filtering and customizing your view
- Exporting data for analysis
Step 1: Accessing the Labor Grid
Navigate to the My Users page in your account.
Look for the Labor Grid on the right side of the existing user information.
Step 2: Understanding the Grid The Labor Grid displays the following information:
- User details
- Task information (ID, type, performed on date)
- Labor hours (actual and billable)
- Applied rates
- Bill to information
- Notes associated with labor hours
Step 3: Using Filters to Customize Your View
- Locate the filter options at the top of the grid.
- Available filters include:
- Properties
- Property groups
- Owner
- Region
- Performed by (individual)
- Teams
- Performed on period
- Task type
- Select your desired filters to narrow down the data displayed.
Step 4: Analyzing Individual Performance
- Use the "Performed by" filter to select a specific team member.
- Review their total hours accrued, both actual and billable.
- Examine the types of tasks they've been working on and the associated rates.
Step 5: Exploring Task Details
- Locate the Task ID column in the grid.
- Use this ID to dive deeper into specific tasks in other modules if needed.
Step 6: Exporting Data for Further Analysis
- Find the export options under "Actions" drop down in the top right.
- Choose between:
- a. Export all columns
- b. Export user summary
- If selecting user summary, choose to group by:
- a. Building
- b. Task type
- Click the export button to download the Excel file.
FAQs:
Q: How often is the Labor Grid data updated?
A: Unlike the Reporting module, this is updated in Real time!
Q: Can I customize which columns are displayed in the grid?
A: Yes, just like most grids in Prism, if you select "Show Filters", the filters dock will appear on the right side. There will be a "Columns" tab with the available columns you add/remove from the Labor Grid.
Troubleshooting: If you encounter issues accessing or using the Labor Grid:
- Verify that you have the necessary permissions.
- Clear your browser cache and reload the page.
- Please contact your team's system administrator to review your permissions.