Calculate Task Units

The Calculate Tasks Units option calculates the total number of units worked on during the selected time frame.

To use this option, complete the following steps:

1. Populate the start and end dates for the task in the Tasks grid.

   Note: If your start date and end date do not match, be sure the "Enforce Resource End Date = Start Date" option (in Work Options) is turned OFF so you can enter two different dates.

2. Select the affected assets from the Assets grid, and populate the completion date. The asset completion date must match the task end date.

   Note: The assets listed must have a UOM type and UOM field specified in the Work Flow Setup Categories module.

3. Right click on the task in the Tasks grid and select Calculate Task Units. The system automatically totals the number of units that were completed.

   For example: You are creating a work order for pipe maintenance and the task is knife and clean.

   • Populate the main task Knife and Clean in the Tasks grid, or list another task. You can list multiple tasks, or list the same task multiple times.
   • In the Assets grid, enter the affected pipes. You could load a subset of pipes.

     Note: In the Work Flow Setup Categories module, the inventory item associated with the category must have a common name (in this case Sewer Pipes) and "sum" must be selected as the UOM type and NT_LENGTH for the UOM field.

   • In the Tasks grid, populate start and end dates for the task.

     Note: If your start date and end date do not match, be sure the "Enforce Resource End Date = Start Date" option (in Work Options) is turned OFF so you can enter two different dates.

   • In the Assets grid, select the pipes that were cleaned on those dates.
   • Right click and select Populate Completion Date.  
   • Enter the completion date. This date must match the task end date.
   • In the Tasks grid, select the task, right click, and select Calculate Task Units. The system will total the number of units completed (i.e. the linear feet of all the pipes that were cleaned on the specified days).

If the categories are properly configured to summarize on a particular field or to count the assets, the # of Units field will auto-calculate if the asset completion date falls between the task start and end dates. See the Adding a Category topic for more information.