DASH Step Guide: Labor Distribution

This article aims to provide instructions on how to create and manage labor schedules and distribution rules in DASH. It covers the following topics:

• Getting Started
• How to create labor schedule and distribution rules
• How to manage labor schedules

Getting Started

Labor distribution and distribution rules are created and managed under the Labor Distribution page. Follow the instructions below to navigate to the Labor Distribution page.

1. Navigate to the DASH home screen.
2. Click on the Projects tab.

3. Click on the Labor Distribution tile. The Manage Labor Schedules window opens.

 

How to Create Labor Schedule and Distribution Rules

1. Follow the instructions in the “Getting Started” section to navigate to the Labor Distribution page.
2. Click the Create button. The Create Labor Schedule dialog pops up.

3. Click the Assignment button. Note: Labor Schedules can also be created for "Elements.” Click the Element button if an Element Labor Schedule needs to be created.

4. To create an assignment-level schedule. Enter the employee's personnel number in the Person field. Select the correct employee.

5. In the Pay Element field, type any additional pay element if needed.

6. Fill in the details for the Schedule Name and Version Name. Use the MM/DD/YYYY format for the Start and End fields. Then click Create.

7. In the Distribution Rules section, click the Create Rule button. Distribution rules can have a total of 100% allocation to project and/or non-project distributions.

8. To add an allocation to a project distribution, click the Project button. Enter the project number or project name in the Project field. Fill in additional details in the other fields. Enter the percentage to be allocated in the Percentage field. Click Create.

9. To add an allocation to a non-project distribution, click the Nonproject button. Enter the GL Account Number. Enter the percentage to be allocated in the Percentage field. Click Create.

10. Scroll down to the bottom of the page and make sure the total distribution of all rules is equal to 100%.

11. Under the Scheduled Version section, locate the labor schedule you just created. Click the action icon (three dots) to the right of that row and select Edit.

12. Click the Status field and select Active. Click Save.

How to Manage Labor Schedules

1. Follow the instructions in the "Getting Started" section to navigate to the Labor Distribution page.
2. Click on the search bar at the top. Enter the employee's name or personnel number to search for the employee.

3. Click the labor schedule that needs to be edited.

4. Click the pencil icon next to the appropriate labor schedule in the Labor Schedule column on the left.

5. Update the schedule name if needed. Click Save.

6. You can only have one schedule version active at a time for a given date range. To create a new schedule version, you need to deactivate the old one first. Click the schedule version that needs to be deactivated. Click the action icon (three dots). Select Edit. Click on the Status field and change the status to Inactive. Click Save.

7. In the Schedule Version section. Click the Create Version button. Enter the Version Name, Start, and End dates. Click Create.

8. Click on the new schedule version that was created. You should see the line turned into a light blue color once selected. Under the Distribution Rules section. Click the Create Rules button.

9. To add an allocation to a project distribution, click the Project button. Enter the project number or project name in the Project field. Filling additional details in other fields. Enter the percentage to be allocated in the Percentage field. Click Create.

10. To add an allocation to a non-project distribution, click the Nonproject button. Enter the GL Account number. Enter the percentage to be allocated in the Percentage field. Click Create.

11. Scroll down to the bottom of the page and make sure the total distribution of all rules is equal to 100%.

12. Under the Scheduled Version section, locate the labor schedule you just created. Click the action icon (three dots) to the right of that row and select Edit.

13. Click the Status field and select Active. Click Save.

14. Click on the old schedule version. You should see it turn into a light blue color when selected. Click on the action icon (three dots) to the right of that row and select Edit.

15. Change the End date to one day before when the new labor schedule starts. Change Status to Active. Click Save.