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Settings

Adding Trades to a Standard Task

You can specify which trades are required to do the work, how many employees or contractors are required for each trade, and the number of hours they are required for.
Note: If you are changing a standard task that was created from a task template, see Editing a Standard Task that is Based on a Template.
This topic explains how to add labor requirements (trades) for employees or contractors to a standard task. For information about entering general planning information, see Entering Planning Information for a Standard Task.

To Add Trade Requirements to a Standard Task

1.
Open the Standard Task window.
2.
Make sure that editing is enabled.
3.
Select the Planning tab. This tab shows the planning information for the task, as well as the labor requirements, materials, tools, and services already selected for it.
Note: By default, APM calculates the estimated duration of the task based on the time requirements for labor, tools, and time-based service requirements. To provide the estimated duration manually, clear the Calculate option and enter the value in the Estimated duration boxes.
4.
On the Labor tab, click New. The Standard Task Requirement dialog appears.
Tip: To quickly add one or more trades and specify their time requirements, click Browse on the Labor tab. The Browse Catalog dialog appears, where you can specify the time for each trade and click OK.
5.
Enter the following:
Setting Name
Description
Resource
Select the appropriate trade from the list.
Number
The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools.
This setting is only applicable to trades, tools, and time-based service resources.
 
Required for
The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
The default requirement is 1.00 hour.
This setting is only applicable to trades, tools, and time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
Labor Rate Type
Select the type of labor rate from the list defined for your organization. For example, you might have labor rate types called “Regular time” and “Overtime”.
Comments
Enter any comments about this requirement. You can enter up to 1000 characters.
Relationship type
The relationship of the lag to the start of the task. You can select from:
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Start to start (SS): The requirement starts when the task is planned to start, offset by any entered lag time.
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Finish to finish (FF): The requirement ends when the task is planned to end. The system automatically calculates the required lag time.
Lag
The lag time that is required between this requirement and the planned start time of the task.
For example, if you enter a trade requirement with a lag time of two hours, the planned start time for the trade will be two hours after the planned start time for the task.
This setting is used when calculating the estimated duration of the task, and when the task is scheduled.
6.
Select the Details tab and enter any necessary charging information and approval settings:
Setting Name
Description
Override cost type
Select this option to override the resource’s cost type. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate cost type from the list.
Override maintenance account
Select this option to override the derived maintenance account. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate GL account by clicking Browse.
Approval route rule
You can specify the approval route to use for work order requirements created from this standard task requirement. To do this, select the option Use the approval route entered below, and then select the appropriate route.
If you select the option The approval route will be identified when the work order is sent for approval, users will be able to choose from a list of appropriate route.
Approval route
Select the approval route that should be used for work order task requirements created from this requirement.
7.
To save the requirement, click OK.
8.
The system selects the first trade added as the primary trade for the task. If necessary, you can select a different trade from the list. This reference allows you to sort and filter lists of tasks by primary trade.
9.
When you are finished, save and close the standard task.