The configuring of the project-wide settings for Progress as described below, are set up by your company’s administrative user(s).
The organization settings for the additional daily planning codes available to be used should already be established for the company. In the project settings section below, you will be able to identify which of these settings you wish to activate and use on the project. If there is a needed code outside of what is already available, you will need to submit this request to the appropriate administrator within your company to have it added at the organizational level.
The advanced settings covered in this section can be used for both the Progress web and mobile applications.
Reason codes are categories set up in your Organization and Project settings to provide options to assign hours. These categories can be set up as anything that would be helpful for payroll, such as Work, Bank time off, Vacation, PTO, etc.
Premiums are assigned on an hourly basis and are used to ensure employees receive the correct pay for the work that is done. For example, if someone works on something outside their normal job duties and is awarded more money for those specific hours, a premium would be used
The employee and equipment linking option allows an employee to be assigned to operate a piece of equipment
The Step by Step below walks you through how to turn on these advanced options for your daily plans.
From your project homepage, select the Settings tile at the bottom right (you may have to scroll) or select Settings from the menu on the left.
Under project settings, click the Progress icon on the left.
Navigate to the General tab.
Change the toggle buttons to On to allow employee and equipment linking on the project and to allow premiums on the project.
Employee and equipment linking settings cannot be disabled once plans exist. Premium settings can only be modified when no plans exist.
Navigate to the Time Configuration tab and jump down to the settings for the employee reason codes and premiums.
To use the employee reason codes in Progress, toggle the button to On.
The Employee reason codes and Employee premiums you see available are the ones set up in the organization settings.
Each code listed is available to be listed in English, Spanish, French, Portuguese, and Dutch. Use the toggle in the upper-right of the table to change your display language in addition to English
Use the Add and Remove icons on the right to add or remove the code for your project to use.
Use the on/off toggle under Allow Premiums to identify which codes would allow a premium as set up in your ERP system.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information
