Field Portal Application - Power Design

Super Training

Field Portal Application

The purpose of today’s training is to review the new Coordination QC process and process / application

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FIELD PORTAL – LABOR MANAGEMENT

Field Portal Overview The application allows field Supervisors to manage labor production using their iPad!

Labor Management Application will: Allow field Supervisors to code hourly time to production Replace the use of the Planned Hourly SOV, Unplanned Hourly Request

Form & Field Time Coding

The purpose of today’s training is to review the new Coordination QC process and process / application

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FIELD PORTAL – BENEFITS

Field Portal Benefits

Benefits of this application include: Code time easily for all hourly ITR & PDI field labor

Gain increased visibility for production labor costs

Request adjustments to the labor plan electronically

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NEW: LABOR MNGMT APP PROCESS

Prior to baseline, the PM will create the labor plan using the following process:

Complete Labor Forecast

Create ITR piecework

vouchers via ITR SOV Upload

Create PDI & ITR Hourly

Labor Plan via NEW Labor Application

NEW PROCESS!!

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NEW: LABOR MNGMT APP PROCESS

PM Setup Foreman Super PM Production

• Adds planned hours for Activities/ Rooms

• Submits the hourly Labor Plan

• Adjusts Planned Hours in preparation for baseline

• Creates daily timecard

• Adds team members

• Enters time in and out

• Selects tasks worked

• Distributes hours worked

• Submits timecards to Super

• Reviews the completion summary

• Reviews time cards & makes necessary adjustments

• Reviews tasks and activities

• Completes project look ahead & look ahead planning

• Reviews the Supers requests, comments, & adjustments

• Identifies and transfers unplanned hours

• Submits the updated labor plan

Let’s review the process for Foremen!

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Create daily timecards &

add team members

Enter time in/out & select tasks worked

Distribute hours worked

Submit timecard to the

Super

FOREMAN: CREATING DAILY TIMECARDS

Field Portal

NOTE: Foremen must select their project from the list

Each day, Foremen will:

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https://powersource.powerdesigninc.us/PDI Forms/Field Portal - Labor Management (Foreman).docx

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FOREMAN: ACCESSING THE SYSTEM

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FOREMAN: CREATING DAILY TIMECARDS

Grey: Timecard not created yet Orange: Open – daily Timecard was started, but not submitted Green: Daily Timecard was submitted to the Super Blue: Full week of Timecards approved by the Super for payment

In the calendar view, Foremen can create new timecards and/or access open timecards.

Create daily timecards & add team members

NOTE: Green & Blue timecards cannot be edited

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FOREMAN: SELECTING TEAM MEMBERS

To add team members to a timecard, Foremen will tap names of PDI & ITR workers who worked that day.

NOTE: Tapping the ‘Copy Last Timecard’ button will automatically select the same workers from the previously submitted timecard.


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FOREMAN: ADDING TEAM MEMBERS

For team members not listed, Foremen will: 1. tap ‘Add Team Members’ button. 2. complete all fields. 3. tap ‘Save’.

NOTE: If you are adding a new ITR Employee and do not see the Vendor name, contact your PM ASAP so that they can be added into the system.

Once all team members are

added/selected, tap ‘Next’


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FOREMAN: UPDATING TIME IN & OUT

To add time for workers, Foremen will: 1. review each Team Member’s defaulted Time in and Time out. 2. tap the + and – buttons to adjust times if necessary.

TIP: Contact the PM/Super to adjust the default in/out time

NOTE: Time is measured in increments of 15 minutes.


Once time in and out is correct, tap ‘Next’

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FOREMAN: VIEWING AVAILABLE ACTIVITIES/ROOMS

Super Look Ahead: Lists any activities/rooms the Super has planned for your team.

Budgeted Areas: Lists all activities/rooms that have been budgeted by the PM.

All Areas: Lists all activities/rooms and allows you to create unplanned activities/rooms.

Once time is entered, Foremen will select activities/ rooms to allocate the time to. There are three different ways to view available

activities/rooms:

TIP: Tapping on the arrow will expand and collapse selected activities/rooms.


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Super Look Ahead: Lists activities/rooms the Super has planned for your team.


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Budgeted Areas: Lists all activities/rooms that have been budgeted by the PM (PM Planning).


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All Areas: Lists all activities/rooms and allows you to create unplanned activities/rooms.


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FOREMAN: DISTRIBUTING HOURS WORKED

Allocate the time they spent on Foreman tasks by tapping the hour selections on the right of the screen

Allocate hours to the tasks for each worker by tapping on the hours buttons.

Review the hours distributed for each worker.

Once activities/rooms have been selected, Foremen will distribute hours for themselves and each worker:


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TIPS: Tap an hourly selection a second time to remove it. Tap the calculator icon to enter a specific number of hours (15 minute increments).

Foremen will allocate the time they spent on Foreman tasks by tapping the hour selections.


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NOTE: As hours are selected the Lunch/Out line at the bottom of each team member’s section will start to reduce. For Example: If the team member took a ½ hour lunch leave 0.5 at the lunch/out line.

Foremen will allocate hours to the tasks for each worker by tapping on the hours buttons.


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Foremen will review the hours distributed for each worker. Distribute hours

worked

NOTE: The “Lunch/Out” total must represent the number of hours the worker was at lunch or offsite during the work day.

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FOREMAN: SUBMIT TIMECARD TO SUPER

Once all hours and distributions have been reviewed, Foremen will submit the time cards to the Super This will make the time cards “Read-Only.”

If adjustments are needed after timecard is submitted, contact the Super.

Submit timecard to the

Super

NOTE: Supers can adjust time cards until the end of the week.

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NEW: LABOR MANAGEMENT PROCESS

PM Setup Foreman Super PM Production

• Adds planned hours for Activities/ Rooms

• Submits the hourly Labor Plan

• Adjusts Planned Hours in preparation for baseline

• Creates daily timecard

• Adds team members

• Enters time in and out

• Selects tasks worked

• Distributes hours worked

• Submits timecards to Super

• Reviews the completion summary

• Reviews time cards & makes necessary adjustments

• Reviews tasks and activities

• Completes project look ahead & look ahead planning

• Reviews the Supers requests, comments, & adjustments

• Identifies and transfers unplanned hours

• Submits the updated labor plan

Let’s review the process for Supers!

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Review completion summary

Review time & make necessary

adjustments

Review tasks and activities

Complete project look

ahead & look ahead planning

SUPER: REVIEWING TIMECARDS

Field Portal

Each week Supers will:

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SUPER: ACCESSING THE SYSTEM

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SUPER: REVIEWING COMPLETION SUMMARY

Tabs are colored to show current time coding and future task planning: Blue: Current time coding Grey: Future task planning


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To review timecards, Supers will select a week from the dropdown menu by tapping the arrow. Grey: Timecard not created yet Orange: Daily timecard was started but not submitted Green: Daily timecard was submitted Blue: Full week of timecards approved by the Super for payment


NOTE: Green & Blue timecards cannot be edited

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NOTE: Super will need to create a timecard if the Foreman is unavailable.

IMPORTANT: Supers are responsible for ensuring all daily timecards have been created. To create a missing timecard, the Super will: 1. Tap on the plus sign 2. Follow the steps for creating a new time card* *Refer to the Field Portal Foreman script for more details


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SUPER: REVIEWING TIMECARDS & ADJUSTMENTS

Field Management Superintendent and Foremen

NOTE: At the end of the week, Supers tap the pencil to enter their own time in this screen. If there is no hourly work on the project, the Super is still required to enter their time and their Foreman’s time.


adjustments

PDI Hourly Electricians, Mechanics, and Apprentices

ITR Hourly All classifications (ex. laborer, helper, etc.)

In the timecard section, Supers must review time in the following sections:

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Field Management: Tapping the Pencil will allow Supers to enter, review, and edit these hours before submitting time for the week.

NOTE: Supers enter their own time in this screen.


adjustments

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PDI Hourly: Tapping the hours will allow the Super to: • access the timecard

created by the Foreman.

• make adjustments as needed.


adjustments

NOTE: Exceptions must be cleared before the Super can submit weekly timecards.

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ITR Hourly: Tapping the hours will allow the Super to • access the timecard

created by the Foreman.

• make adjustments as needed.

NOTE: Exceptions must be cleared before the Super can submit weekly timecards.


adjustments

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Supers must clear exceptions prior to submitting timecards.


adjustments

Click on the red notification number to confirm if: • a worker was coded with more

than 40 hours • a new worker was added by the

Foreman Click check boxes to confirm payment for hourly workers (REQUIRED)

NOTE: these will uncheck if adjustments are made

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SUPER: REVIEWING TASK ACTIVITIES

In the Task Activity Review, the Super will: 1. review each activity/room and verify hours are correct 2. review each activity/room and enter % Work in Place where

available (Super’s estimate) 3. click the’ Next’ button once all % Work In Place fields are filled

NOTE: This is required to submit time for the week. Submitting time will send information to the PM to help plan and budget the project.

Review tasks and activities

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SUPER: LOOK AHEAD SELECTION

In the Look Ahead section, the Super will select activities/ rooms that the labor team will work on the next week. • These will default to the Foreman’s screen as “Super Look

Ahead” when the Foreman is coding time

NOTE: Only activities/rooms created by the PM will appear in this view. If an activity/room is missing, contact the PM.

Completes project look


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SUPER: LOOK AHEAD PLANNING

In the Look Ahead section, the Super can also request additional hours for planned activities/rooms.

Once timecards and look ahead are complete, Supers will tap the ‘Approve & Submit’ button to submit to PM for review

NOTES: • Comments are required when requesting additional hours • Last Week’s Adjustments columns will show the hours requested and adjusted by PM last week.

Completes project look


25 % -22 %

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TEAM SETUP FUNCTIONS

The Team Setup tab allows Supers to: add and manage PDI and ITR team members change default time settings email Hourly Labor & Piecework Reports

NOTE: Only the PM and Super will have access to Team Setup.

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TEAM SETUP FUNCTIONS TEAM MEMEBRS

The Team Setup tab allows Supers to: add and manage PDI and ITR team members

NOTE: Foremen are able to add PDI and ITR team members from the Time Entry tab.

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TEAM SETUP FUNCTIONS DEFAULT TIME

The Team Setup tab allows Supers to: change default time settings

NOTE: Foremen are able to add PDI and ITR team members from the Time Entry tab.

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TEAM SETUP FUNCTIONS HOURLY LABOR & PIECEWORK REPORTS

Selecting the Report buttons in Team Setup allows the Super to receive PDF copies of the following reports: Hourly Labor Report

Shows all Planned and Unplanned hours for the entire job in WBS format Piecework Report

Shows all vouchers for the entire job in a WBS format

Documents

Field Portal Application - Power Design