Terminology can be different between different software providers and different organisations.
Overview
Project = Collection of Jobs
Scheduled Task = Planned jobs to assign and send to employees
Job =
Task = What work or activity you are doing
Client, Location, Block = Where you are working
Expenses = The equipment tracked
Timesheets = The employees tracked
Invoicing =
Payroll reporting =
What should I track?
Some data is customisable to ensure your data is meaningful to you. This includes tasks, clients and equipment.
When deciding how much detail you want to track, consider;
What do you want to track v complexity for employees?
What do you need to invoice or budget for?
Examples;
We are only interested in employee hours per client and never do piece rate work.
= Harvest (task) at Alandale Farms (Client)
We are interested in employee hours and units per task and invoice clients by block.
= Picking (task) at Alandale Farms, Jeffries Road, Block 1
= Supervision (task) at Alandale Farms, Jeffries Road, Block 1
= Quality check (task) at Alandale Farms, Jeffries Road, Block 1
= Bin Runner (task) at Alandale Farms, Jeffries Road, Block 1
Task
Detailed e.g. picking, supervision, quality check, bin runners
Summary e.g. harvest
Client, Location, Block
Detailed e.g. Alandale Farms, Jeffries Road, Block 1 and Block 2
Summary e.g. Alandale Farms, Jeffries Road, All blocks
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