Review Allocated / Budget Hours for Agreement Services

If you are using the Tasking and Budget features, you can review allocated and budgeted hours for agreement services prior to activating the agreement using the Work Orders tab in SM Agreements.

To view man hours and budget hour for agreement services, you must have:

  • Defined average man hours for class maintenance tasks in SM Class Maintenance.

  • Auto-generated agreement services using the Tasking feature in SM Agreements.

  • Entered labor requirements for each service in SM Service or labor hours / costs in SM Service Detail.

  • Set up task schedules using the Task Scheduling feature in SM Agreements.

  • Set up budget information by division and/or call type on the Budget tab in SM Agreements.

  • Set up labor allocations in SM Agreement Labor Allocations (Labor Allocation tab in SM Agreements).

The grid displays all potential work orders for the agreement by service site, each showing the man hours and budget hours in a drill-down format. The first level shows the total man hours and budget hours for the service site, with additional levels showing man hours and budget hours at the serviceable item and agreement service levels. You can toggle the display order of the additional levels using the Sites / Items / Services drop-down option (below the Current Status field).

Note: The Work Orders grid displays agreement services that you set up and scheduled manually; however, it does not show man hours or budget hours, regardless of whether you have defined them for the service.

You can review the man hours and budget hours at each level of the drill down. Services with the same service site and service date are grouped on the same work order. Services having the same service site but with differing service dates or those flagged for separate work orders will show as separate entries in the grid.

  1. By default, the drill-down levels are displayed in Items / Services order. To view the drill-down levels in Services / Items order, select Sites > Services > Items from the Sites / Items / Services drop-down.
  2. Click + to the left of the desired Service Site record.
    The grid expands to the second level.
    Note: If you selected the Sites / Items / Services display option, the second level shows the total average man hours and budget hours for each serviceable item. If you selected the Sites / Services / Items display option, the second level shows the average man hours and budget hours for each service by division/call type
  3. To drill down to level three, click + to the left of the desired record.
    The grid expands to the third level.
    Note: If you selected the Sites / Items / Services display option, the third level shows the average man hours and budget hours for each service by division/call type. If you selected the Sites / Services / Items display option, the third level shows the average man hours and budget hours for each serviceable item.