Starting worksets for workset-eligible employees using Dashboard Transactions

  1. Select Time Track > Time Track Forms > Dashboard Transactions. The Dashboard Transactions form is displayed.
    Note:  The Dashboard Transactions form is only available if you have the Time Track module implemented.
  2. Select the order type.
  3. Specify the order number, suffix, and operation, if the order type is Production Order , Service Order, or Setup.
  4. Specify a machine ratio if required.
    Note: The machine ratio determines the portion of the reported labor time that is to be reported for the machine. For example, a ratio of .5 reports half the reported labor time for the machine. The machine ratio is applied to the prorated duration of each job when multiple jobs are running simultaneously.
  5. Specify the task code, if the order type is Indirect Task, .
  6. Specify the project number, task number, and cost code, if the order type is Project ,
  7. Click Add Job to Workset to populate the grid with the job details.
  8. Repeat steps 2 through 6 until all jobs in the workset have been added.
  9. Click Start Workset. The Current Job group box is displayed.
  10. Specify a job from the active workset to be the current job.