Use a Template for Manual Entry Allocations

Open My Templates screen

1. Hover a mouse pointer over the Allocations menu link to display its drop-down menu.

2. Slide a mouse pointer over to the Allocations to display its menu.

3. Click Labor Manual Hours to open the Manual Time Entry and Allocation screen.

4. Click the Select Template button to open My Templates screen.
   

Create a template

1. From the My Templates screen, click the New button to enable the Template Name text box and the Create and the Reset buttons.

2. Enter a new template name into the Template Name text box.

3. Click the Create button to save the new template name to the Template Name drop-down list. Clicking the Reset button will cancel the new template setup.

4. From the grid area, click the Add new record icon to enable the Order Type, Level 1, Level 2, Level 3, Level 4, and Area ID text boxes.

5. Enter the information into the appropriate text boxes.

6. Click the Insert icon to save the cost object information to the selected template and display the information in the grid.

Delete a template

1. From My Templates screen, select the template name from the Template Name drop-down list.

2. Click the Delete Template button to delete the selected template and its work order information.

Delete the work order information

1. From My Templates screen, select the template name from the Template Name drop-down list to display its work order information in the grid.

2. Click the Delete icon on the line item. The pop-up message appears.

3. Click OK to delete the selected work order information.

Use a template for manual time entry allocation

1. If applicable, select a location from the Location drop-down list located at the menu bar.

2. From the Manual Time Entry and Allocation screen, select an organization from the Organization drop-down list.

3. Select a labor group from the Group drop-down list.

4. Enter a date into the Date text box. Alternatively, select a date from a calendar. (see Date Format).

5. Click the Select Template button to open My Templates screen.

6. From My Templates screen, select a template from the Template Name drop-down list.

7. Click the Use Template button to enable the selected template and return to the Manual Time Entry and Allocation screen. The assigned template work order information appears in the Order Type and Levels text boxes.

8. If the hours have been allocated, then the asterisks are displayed next to the labor resources. Select a labor resource from the Resource list box.

9. From the grid, enter the hours into the appropriate text boxes.

10. Enter additional information into the Extra text box and/or select a GL account from the GL Account drop-down list, if applicable.

11. Click the Submit button to allocate the hours.

Disable the template for manual time entry allocation

Once the allocation is completed, ensure that the selected template is turn off if no longer using.

1. From the Manual Time Entry and Allocation screen, click the Select Template button to open My Templates screen.

2. From My Templates screen, select a template from the Template Name drop-down list.

3. Click the Stop Using button to turn off the template feature and return to the Manual Time Entry and Allocation screen.