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This is where you can add your internal installers. You can select multiple at a time if necessary by checking the box to the left of the installers name then using the ">" button to move them to the right side of this screen. The Installer Details window will then appear so you can assign what is being installed and at what pay schedule. After selecting the pay schedule it will automatically fill in the remaining drop downs. This can always be adjusted at the time of processing payroll if you choose to process payroll through e-manage and through the Implementation Calendar (please see Time Entry and Processing for more information). Select "Add Installers / Vendors" to add the chosen installers to this Implementation Item.
Subcontractors
Select the Subcontractors tab to assign sub-resources to this Implementation Item. Highlight the group you need to add to the current Implementation Item (you can select multiple using your CTRL key on your keyboard) and select the ">" button. Adjust the number of expected crew members, what the crew is installing and select "Add Installers / Vendors" in the "Add/Edit Subcontractor" window.
Items to Install
This tab is where you can add product from Acknowledgements, Purchase Orders and/or from Inventory. It will default to pull from acknowledgements but you can click in the space next to "Show Acks" in the lower left corner to switch to pull product from the Purchase Orders. Select the drop down next to "Add All / Add", select the Acknowledgement you wish to add and select "Add". You can use the "Add All" button to add all product shown in drop down.
Tip: Use the ".:" to drag the window out to see additional information such as Ship Dates and Received Dates
Once the product has been added it will show in the upper portion of the Implementation Item. To delete any individual items you can highlight and select "Delete" on your keyboard.
Deleting Implementation Item(s)
To delete an entire Item from the calendar, highlight the item you wish to delete and select "Delete" on your keyboard.
Moving / Modifying an Implementation Item
You can move an item by dragging it from one day to the correct day or double click to modify anything on the Implementation Item such as the Date(s), Install Crew, Items to Install, etc.