Projects ➔ Entries ➔ Labor hours
During the course of a project, you need to realize or register the actual time and material spent on the project. Realizations refers to the actual time and material spent by a resource to perform the planned or unplanned tasks. The time and material may be in the form of hour items or standard items with the Sales attribute. The standard items include expense items such as mileage, car park, and phone bills whereas the hour items are the working hours or labor hour capacity of a resource. Depending on the project type, realization of time and material is necessary before they can be invoiced to customers. Besides that, there is a need to account for all the actual costs and be able to compare the budgeted costs with the actual costs.
In this screen, you can perform realizations for yourself on a weekly basis. The project or resource manager can perform realizations on your behalf if the To enter hour realizations for others check box listed in Projects under Functions, in the Rights tab of the security role maintenance screen is selected.
The realizations require verification and authorization by the project or resource manager before they can be invoiced. For more information, see Overview of realizations and purchase journal entries to be authorized and How-to: Managing projects.
If the authorized realizations are incorrect, you can still edit the hour items linked to time and material, fixed, or training projects in terms of price and quantity before invoicing the customers. The realizations linked to standard items can be edited for invoicing purposes only if you select the Hour entries check box under the Include section of the MRP calculation functionality. After editing, the realizations need to be authorized again. This flexibility allows you to invoice your customers accordingly in case of changes in price and quantity after the realizations are performed. Once processed, you can view the realizations by selecting the Show: Standard (Items) check box in the Format columns screen.
You can retrieve the items linked to planned tasks and/or realized items linked to unplanned tasks by defining the resource and realization week number. A list of options will be displayed when you click at Resource. From the list, make a selection and click Select.
Type or select a resource to perform realizations for this resource. By default, the resource that is currently logged on to the system is displayed.
This displays the cost center of the selected resource. This information cannot be edited.
Type or select a week number to perform realizations on this week. Click or to go to the previous or following week respectively.
Note: This is enabled on when the Planning: All check box is cleared.
Select this check box to retrieve all items linked to tasks planned or realized items linked to unplanned tasks in the previous weeks.
Select this check box to retrieve the following:
Once selected, Week is disabled.
This displays the code and description of the project selected in the Project column. This information cannot be edited.
This displays the planned costs of the project selected in the Project column. This information cannot be edited.
This displays the description of the item selected in the Hour/Item code column. This information cannot be edited.
This displays the code and description of the warehouse linked to the item selected in the Hour/Item code column.
This displays the code and description of the output item linked to the project selected in the Project column. This information cannot be edited.
After defining the criteria, press the TAB key to display the tasks that meet the defined criteria or to enter the next information.
When performing realizations of unplanned tasks, a list of options will be displayed when you click or F2 in the Project, Hour/Item code, and other columns. From the list, make a selection and click Select.
Note: It is possible that not all columns are displayed. If you click , you can add or delete columns as required.
By default, the Realization date, Project, Hour/Item code, Start time, End time, Actuals, and Amount columns will be displayed.
Type or select a date to perform realizations on this date. The date must be within the week selected at Week. By default, the date of the first day of the selected week is displayed.
Type or select a project to perform realizations for this project. By default, this column displays the code of the project linked to a planned task.
Type or select a standard item with Sales attribute or an hour item linked to the selected project to perform realizations for this item. By default, this column displays the code of the item linked to a planned task.
Note: Outsourced items will not be displayed from the selection screen because outsourced items are not stock items. As such, you are not required to create extra issues at the production issue, internal machine, or resource planning.
Type or select the start time of a task linked to the selected item and project. By default, this column displays the start time of the planned task or the start time of the next available workschedule of the unplanned task. Changing the time and clicking TAB will change the Actuals and Amount columns accordingly.
Note: This column is enabled only if you have selected an hour item at Hour/Item code.
Type or select the end time of a task linked to the selected item and project. By default, this column displays the end time of the planned task will. Changing the time and clicking TAB will change the Actuals and Amount columns accordingly.
Type the actual number of items that has been spent. Changing the time and clicking TAB will change the End time and Amount columns accordingly.
Note: You can realize more or less than the hours planned on a time and material project. After authorizing the realizations which are more than planned, additional lines are added to the corresponding sales order.
Before a realization is saved, this column displays the amount incurred based on the currency defined for the corresponding item in the item maintenance screen. Once a realization is saved for processing, this column displays the amount incurred based on the currency used for invoicing.
Note: This can be edited only if you have selected an expense item at Hour / Item code. An expense item is an item which is linked to a creditor account.
Click this to obtain an overview of resource planning and tasks.
Click this to view a project transaction card.
Click this to save the changes and process the realization.
Click this to exit.