Video - InEight Platform
Operational Resources

TRANSCRIPT

Introduction to Master Data Management

This video demonstrates how to manage Master Data Operational Resources in the InEight Suite. In the Operational Resources section of Master Data Libraries, Employees, Equipment, and Material Resources are stored for use within the InEight Platform.

Navigating Master Data Libraries

From the main menu, Select Master Data Libraries. Operational Resources.

All interactions involving employees, equipment, and materials will occur through this list view. Within the employees tab, you can directly manage employees as well as their associated trades and crafts.

Managing Employee Trades

To add a new trade, you can click the trade button or, you can add multiple trades in bulk by using the import icon located here.

A template is available for your use during the process if needed.

In this example, let's click the trades button here to add a new trade.

Click the add icon, and in the new row, fill in the trade ID, and description.

Then click the disc icon to add the trade.

Your trade has now been added to the list.

Here, you can modify the status of a trade.

The default status is set to available, but you also have the option to mark a trade as unavailable.

Note that the trade will remain assigned to all linked crafts, but it cannot be reassigned to additional crafts in the future.

Click close to return to the employees tab.

Managing Employee Crafts

Next, click the employee crafts tab.

Crafts have several additional fields, but you can manage them similarly to trades. You could add crafts, track them, and export or import data.

To view all crafts in the system, click the toggle here.

Let's make the concrete worker available.

Select the craft.

To assign it to a trade, click the edit icon.

Under trade, select masonry.

Then change the status to available.

Click save.

Click here to return to the employees page.

Adding and Assigning Employees

Click the toggle here to view all employees.

Use this toggle to filter out expired employees in the employee stats column.

By default, only active employees are displayed.

To add an employee and assign one or more projects, click the plus icon here to open the employee details dialog box.

The employee information is organized into separate tabs for easy navigation and access.

On the details tab, fill in the required information.

Under the Craft dropdown, select Concrete Worker.

Let's choose a supervisor to approve the necessary job assignments.

In the Rates tab, you can enter Standard Time, Overtime, and Double Time rates. These rates are used by InEight Progress to evaluate productivity and generate reports. You can inherit these rates from the craft level or override them for different employee rates across projects.

In the Time Reporting tab, you can use the following three toggle switches to manage.

One, Employee availability for selection in the daily plan. Two, Employee availability for selection in the weekly timesheet. And three, Supervisor approval requirement.

If the Requires Supervisor Approval toggle is enabled, the employee must have an assigned supervisor on the details tab for approval to be available. This is only necessary if the supervisor approval required toggle is also activated in the organization project settings. Click save to return to the employee tab.

To assign an employee to a project, enter the first name in the column filter here.

Select the desired employee, and click the edit icon here to open the dialog box.

Next, click the project assignment tab.

Click the assign to projects button, and then click the plus sign next to the desired project.

You can assign one or more projects as needed.

Then, click add.

The employee is now assigned to both projects.

Click save.

To remove an employee from a project, select the desired employee and click the edit icon.

Next, click the project assignment tab.

If you have the necessary permissions, you can manage employee project dates, maintain master data at both the project and resource levels, and view or edit assignments.

Project Assignment and Management

To set an employee's expiration date, enter the date using the calendar, or click the expire icon here.

To reverse this action, click the undo button.

Another way to remove the assigned project is by clicking the project ID link to access the project employee page. From there, choose the employees and click the minus icon to remove them.

Click save.

On the employees tab, you can select all rows at once or assign multiple employees to different projects.

Select a group of employees from the list.

Click the assign to projects button.

Select the plus sign next to the projects to assign, then click add when done.

Equipment Management

The selected employees are now added to the projects and you will receive a notification marked with a red number badge confirming their successful addition. Next, let's navigate to the equipment section.

You can see that it has similar design features and user navigation. You can manage categories in the same way you did for trades and you can also maintain models and types just as you did for crafts. Let's set up the excavator for a specific project. Click the category button to open the dialog box.

Here, you will see a list of available equipment categories, including the excavator category that we need. Click clothes to proceed.

A backhoe excavator is needed for a project.

Click on model type to open the dialog.

Click the plus icon here and proceed to add the necessary new equipment details.

Click save when finished.

The new model has been successfully added. Click here to go back to equipment.

Click the plus icon and proceed to add the new equipment in the details tab.

Next, click the cost tab.

Along with the required costs, enter a standby unit cost.

When equipment is on-site, it typically has an operational rate. Otherwise, a standby unit cost applies when it is not in use. It is essential to capture this data for reporting purposes. Click save.

Like the employee tab, you can assign one or more equipment to different projects at once. Select a group of available equipment from the list.

Then, click the assign to button.

Select the desired projects by clicking the plus sign next to them. When done, click the add button.

The selected equipment has been successfully assigned.

To view the project assigned to the equipment, select the equipment and click the edit button here. The equipment dialog box opens, click the project assignment tab.

From here, you can also manage the equipment project dates and availability status.

Click cancel.

Overview of Material Management

Next, let's click on the materials section.

The navigation and management features that are available for employees and equipment are now also accessible for materials. You can easily add or edit materials as needed.

Click the plus sign here to add the new material and enter all the required information.

Click save when done.

The new material has successfully been added.

Note that when you add materials, they will be reflected in downstream products such as InEight Contract.

Material groups can be added individually.

Or can be uploaded in bulk, through a spreadsheet using the import export option here.