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Managing Resources

Entering Labor Actuals on Assignment Pages

ResourceFirst version 9Last updated

This article explains how to view and enter labor actuals on the Labor Assignments page.

Overview

The best way to capture Actuals for each assignment is for individual people to record their actual time spent (on a weekly or daily basis), either via ResourceFirst Timesheets or by an interface to some other time tracking system.

However, resource managers can see and enter actuals directly on the Labor Assignments page.

Note: Actuals cannot be entered for Team Assignments, only for individual team member assignments.

How To

Manual Method

Step 1: Go to an Assignments page.

Step 2: Click the value type drop down menu and select Actual.

Select actuals

The labor assignments page now shows Actuals (if any).

Assignments enter actuals

Step 3: Enter Actual values for resource and/or skill assignments

[Note: Actuals cannot be entered for inactive resources.]

Step 3: Click the Save button.

Import Method

Step 1: Click the Import icon in the page toolbar.

Labor import icon

Step 2: Browse to select the import file.

Labor import dialog

Step 3: Click the Import button.

Step 4. Verify the correctness of the import.

Step 5. Click the Save icon.

See the article Export and Import Data for more detail.