Employee Equipment Linking
Scenario
You are the field engineer responsible for tracking what employee has been operating specific equipment and for how long. You can link the employee to equipment in the daily plan and input the hours they were operating vs labor.
With the employee and equipment linking option enabled for the corresponding employee reason code in organization or project settings, you can link employees and equipment on the time sheet to see which employee is assigned to operate each piece of equipment.
With this option enabled, when you enter hours for an employee, you can also specify the equipment they operate.
You also see a color-coded bar on the tile of the crew member and the associated equipment.
In the Progress mobile application, employee and equipment links are indicated by dots.
To use equipment linking, the corresponding employee reason code must have "Allow Equipment Linking" enabled in organization settings, and the employee reason code must be added at the project level.
The following steps walk you through linking an employee to equipment on the Time Sheet tab of a daily plan.
Linking Employees and Equipment
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Open the Time Sheet tab on a daily plan. Add the employee and equipment resources to the daily plan.
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Select the Labor Hours tile for an employee.
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Click the Add icon to add work hours, and then select an appropriate reason code. When you are finished, click Done.
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In the new row for work hours, enter the number of hours the employee operated the equipment.
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Click the Equipment icon, and then select the appropriate equipment resource and click Done.
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Now the equipment resource is linked to the employee's work hours. When you're finished updating the employee's work hours, click Done.
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On the Time Sheet tab, the operated hours for the equipment resource are automatically populated, and color-coded bars show the link between the employee and equipment resource.
