Employees
The Employees page now opens to a list of employees and the panel view no longer exists. Functionality has been added to the employee pages that allows you to do the following:
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Manage trade and craft values
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View an employee’s project assignment (in the Edit employee dialog box)
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Bulk assign employees to projects
Add employee and Edit employee pages now open in a dialog box with tabs that are organized to help you navigate to employee information. In the Edit employee dialog box > Project assignment tab, it shows a list of all the projects the employee is assigned to and allows you to quickly manage project start and end dates for the employee. On the Project assignment page, you can do the following for the selected employee:
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Click the Expire now icon to set the project end date to today’s date and remove the employee from the project.
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Click the Expire all now icon at the top of the column to remove the employee from all assigned projects.
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Click the Assign to projects button to add the employee to another project or projects.
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Click the project link to open the Assigned operational resources > Employees page in a new tab, which is filtered to show the employee project details.
You can select an employee or multiple employees and assign them to a project or multiple projects. Click Assign to project to open a dialog box that shows a list of the available projects to choose from. Click the Add icon for the project to add the employees.
When doing bulk assignments of many employees to many projects, a message shows when the operation is completed and if any errors occur. If an error occurs, click the Notifications icon to see the error details. For performance reasons, the bulk assignment of employees to projects is limited to 30,000 (n employees x n projects).
The Delete icon has been removed from operational resources pages, and the Status column was added to all operational pages (except for Employees). The status can be changed to make an entity available or unavailable. If an entity is assigned to an operational resource and then changed to Unavailable, it will remain assigned to the existing operational resource but cannot be assigned to a new one.
Click Trades to open the Manage trades dialog box and show a list of the existing trades. Click the Add trade icon to add a new trade. Click in the trade field to edit it. You can also use the export and import option to add new trades and make changes to an existing one. Previously, adding and editing trades could only be done via the API.
Click Crafts to open the Crafts page which shows a list of the existing crafts. Click the Add craft icon to add a new craft. Select a craft and then click the Edit craft icon to make changes to the craft details. You can also use the export and import option to add new crafts and make changes to existing ones. Previously, adding and editing crafts could only be done via the API.
Equipment
The enhancements made to the Employee, Trades, and Crafts pages have also been applied to the Equipment, Category and Model/Type pages. Export and import options are now available on all the equipment pages so you can add or make changes to existing equipment, which previously could only be done via the API.
The Equipment page now opens as a list that shows details including equipment category and model or type. Toolbar options have also been added and enhanced, which allow you to more easily access and manage equipment and project assignment information.
A new column for Standby unit cost has been added to allow for a different unit cost to be used for equipment when it is idle versus when it is being operated.
The Add equipment and Edit equipment pages now open in a dialog box with tabs. In the Edit equipment dialog box > Project assignment tab, it shows a list of all the projects where the equipment is assigned and allows you to quickly manage it, including assigning it to additional projects.
On the Equipment page, you can select one or more pieces of equipment and assign them to a project or multiple projects. Click Assign to project to open a dialog box that shows a list of the available projects to choose from. Click the Add icon for the project to add the equipment.
When doing bulk assignments of equipment to many projects a message shows when the operation is completed and if any errors occur. If an error occurs, click the Notifications icon to see the error details. For performance reasons, the bulk assignment of equipment to projects is limited to 30,000 (n equipment x n projects).
Materials
You can now configure and manage materials and material groups on the Materials page. The Materials page has been updated and allows you to add, edit, export, and import where previously all of it had to be done via API.
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