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| 1. Add a Cost Pool |
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Cost Pools allow you to set up Rates and Allocation methods for costs related to Equipment. Once Configured, you can add or edit multiple Equipment Categories to link to each Cost Pool. The cost allocation for each pool can be set up in one of three ways, as described below.
Equipment Allocation Method Options:
- Custodian Work Hours - Equipment will be allocated by the Rate entered based on hours an Employee who is assigned that Equipment item enters on their Timesheet for the duration that they are assigned the item.
- Equipment Assignment Duration - Equipment will be allocated by the duration the Equipment item is assigned to a particular employee for all working days. Total amount is determined and allocated when the Equipment item is returned.
- Actual Equipment Usage - Equipment will be allocated by the actual usage entered on the Employee's profile in the Equipment tab or from an Emplpyee's Progress Report when the Equipment Item is assigned to that Project.
IMPORTANT: When the third option is selected, Equipment Items linked to any Category that this Cost Pool is associated with will allow assignment of the Item to a Project in addition to an Employee. These Equipment Items may then be tracked on an Employee's daily Progress Report within a Project (RedTeam web and FieldShare app).
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Path:
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Configuration Menu > Accounting > Cost Pools
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Steps:
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From Configuration, select "Cost Pools" See Figure 1.
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Click the New (+) icon See Figure 2.
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Enter a Description for the Cost Pool to be linked to one or more Equipment Categories later (eg. "Power Tools" or "Bulldozers")
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Select an Equipment Allocation Method (see narrative above for descriptions of each option) See Figure 3.
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Enter the Unit of Measure (if Actual Equipment Usage), Rate, and Year for which this Rate applies
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Click "Save"
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Figure 1,
From the Configuration section, click "Cost Pools" under the "Accounting" heading
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Figure 2,
Click to add a new cost pool
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Figure 2,
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Figure 3,
In this example, "Actual Equipment Usage" is selected and will be able to be tracked on a Project
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Figure 3,
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Figure 3,
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| 2. Add an Equipment Category |
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The Equipment menu of RedTeam allows you to track and manage any and all Equipment your company uses.* Keeping good internal records of your equipment will keep you organized and keep Employees accountable for their Equipment assigned to them.
When an Equipment item is created in RedTeam, you are required to select an Equipment Category (eg. machinery, computers, vehicles, tools, etc.). This Category will not only organize your Equipment into a general group, but it also determines how the cost is allocated for the Equipment Item once it has been assigned to an Employee (and in some cases, a Project). This is determined by the Cost Pool that the Equipment Category is linked to (for details on creating a Cost Pool, see the " Add a New Cost Pool" Wiki).
* Note: Equipment Types coming soon
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Path:
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Configuration menu > Equipment > Equipment Categories
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Steps:
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From Configuration, locate "Equipment Categories" (under the heading: Equipment) See Figure 1.
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Click the New (+) icon See Figure 2.
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Enter a Description for the Equipment Category
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Select a Cost Pool this Equipment Category will be linked to (this will determine the cost allocation for any Equipment Items linked to this Category) See Figure 3.
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Click "Save"
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Figure 1,
From the Configuration section, click "Equipment Categories" under the "Equipment" heading
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Figure 2,
Click to add a new Equipment Category
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Figure 2,
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Figure 3,
You can create new Cost Pools from the Configuration menu
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Figure 3,
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| 3. Create New Equipment Item |
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The Equipment menu of RedTeam allows you to track and manage any and all Equipment your company uses.* Keeping good internal records of your equipment will keep you organized and keep Employees accountable for their Equipment assigned to them.
To create new Equipment Items, you will need Permissions to access the Equipment menu and to create New Equipment. Contact your System Administrator if your require any changes t your Roles and/or Perrmissions. Follow the steps in this Wiki to create new Equipment ITems. Once created, they can be assigned to an Employee by clicking the "Assign Equipment" button.
* Note: Equipment Types coming soon
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Path:
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Equipment Menu > New (+) Icon
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Steps:
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Go to the Equipment menu
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Click "New (+) Icon" See Figure 1.
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Fill in the form fields for the Equipment (more info on required fields below) See Figure 2.
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Select a Category from the active Equipment Categories currently in Configuration, or click "+ Add New" to create a new permanent Category
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Enter a "Tag" or descriptor you will use to search for and Assign the Equipment Item later (Tags may be repeated)
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Enter a Description, which you will see on the Equipment Overview and that can be used to search for and Assign the Equipment Item later
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Select a "Condition" from the currently active Equipment Conditions in Configuration, or click "+ Add New" to create a new permanent Condition
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Select a "Classification" from the active Accounting Classifications in Configuration, or click "+ Add New" to create a new permanent Classification
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Fill in any of the other optional fields that you wish to include; these fields can be edited later as well
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Click "Save"
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From the Confirmation screen, you may Assign Equipment or Close to go to the Equipment Profile and review or modify the information
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Figure 0,
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Figure 1,
Click New to add a new Equipment Item
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Figure 2,
See full size image for example of an Equipment Item
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Figure 2,
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Figure 2,
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Figure 2,
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Figure 2,
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Figure 2,
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Figure 2,
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Figure 2,
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Figure 2,
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| 4. Assign Equipment |
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Assigning Equipment in RedTeam allows you to track the Employee responsible for a piece of Equipment, and is critical to the process of managing Equipment Utilization and Usage. Follow the steps in this Wiki to Assign Equipment to an Employee (and in some cases a Project).
Active Equipment items that have been created in the Equipment menu of RedTeam may be assigned to Employees from several places, including:
- Equipment Overview
- Equipment Profile
- Confirmation message upon creating a new Equipment item
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Path:
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Equipment Menu | Assign Equipment Button OR Equipment Menu | Equipment Profile | Assign Equipment
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Steps:
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Click on the "Assign Equipment" button from any of the locations listed above
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In Step 1: General Information, enter the Assigned on Date and the Custodian (Employee); optionally, enter any Notes regarding this Assignment See Figure 1.
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In Step 2: Search Criteria, enter a Tag OR Name (Equipment Description) and click Search to locate available (Unassigned) Equipment Items
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Click "Include" next to an Equipment Item in the search results to enter the remaining information See Figure 2.
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Once all the information has been entered, click "Save"
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Figure 0,
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Figure 1,
Fill in the general details for this Assignment
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Figure 1,
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Figure 2,
Click Include to continue filling in details
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Figure 2,
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| 5. Add Equipment Utilization on a Progress Report |
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Equipment Utilization facilitates the tracking of Equipment Items assigned to a specific Employee and Project by whatever unit of measure (often hours or days) you choose for the specific Equipment item. This information will be tracked on the daily Progress Report and summarized for a selected date range on the Performance Overview.
In order to add Equipment Utilization to a Progress Report, you must first make sure:
1) You have Active Equipment item(s) set up in RedTeam
2) The Equipment item(s) are configured with a Cost Pool that is set as "Actual Usage"
3) The Equipment item(s) are Assigned to the Employee/Project
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Path:
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Projects > select a Project > Progress tab > New (+)
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Steps:
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In a Project, go to the Progress tab and click New (+) or Edit a Draft Progress Report
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Enter all required information in step 1: Progress
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In step 2: Equipment, click "Add Equipment Utilization" See Figure 1.
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All Equipment item(s) assigned to this Project via an Employee will appear in the lightbox; enter the Utilization to add See Figure 2.
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Once you have added amounts in the Utilization column for the item(s) you wish to add, click "Save"
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All Equipment entered will appear in step 2, and you can click the pencil icon to Edit or trash can to Delete See Figure 3.
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Tip: use the Notes icon to add details to the Equipment Utilization, eg. names of operator(s), delivery info, storage, etc.
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Figure 0,
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Figure 0,
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Figure 1,
Click "Add Equipment Utilization" to open and see available Equipment
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Figure 2,
If no Equipment Item(s) appear, there are no Item(s) assigned to this Project in the Equipment menu
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Figure 2,
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Figure 3,
Any Equipment Utilization you add will appear here
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Figure 3,
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| 6. Add Equipment Utilization on a Progress Report (FieldShare App) |
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Equipment Utilization facilitates the tracking of Equipment Items assigned to a specific Employee and Project by whatever unit of measure (often hours or days) you choose for the specific Equipment item. This information will be tracked on the daily Progress Report and summarized for a selected date range on the Performance Overview.
In order to add Equipment Utilization to a Progress Report on the FieldShare App, you must first make sure:
1) You have Active Equipment item(s) set up in RedTeam
2) The Equipment item(s) are configured with a Cost Pool that is set as "Actual Usage"
3) The Equipment item(s) are Assigned to the Employee/Project
Once the above steps have been completed, you can follow the instructions in this Wiki to enter Equipment Utilization via the FieldShare App. If you do not have the FieldShare App on your device, you may download it from the following links:
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Path:
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FieldShare App > Projects > Equipment Utilization
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Steps:
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Open the FieldShare App on your mobile device and log in (using the same credentials you use to log in on a browser)
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Go to Projects See Figure 1.
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Make sure the Project you want to enter Equipment Utilization for is selected at the top (use the search if you have no Favorites in dropdown)
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Tap on "Equipment Utilization" in the menu for the Project See Figure 2.
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All Equipment Items assigned to this Project will be listed, look for "Tap here" for each Item to add Utilization See Figure 3.
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For each Equipment Item, add the Utilization based on the U/M for the Item and (optionally) enter any Notes regarding this Equipment Utilization See Figure 4.
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Once entered, tap "Save"
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Once entered and saved, Equipment Utilization will appear and any Notes entered will be indicated with the green checkmark See Figure 5.
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Figure 0,
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Figure 1,
Tap Projects in the bottom left corner
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Figure 1,
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Figure 2,
If this option is not available, contact your System Admin to review your Permissions
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Figure 3,
Tap the "Tap here" link to add Equipment Utilziation
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Figure 4,
Some Equipment Items may be configured with U/M for hours, days, etc.
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Figure 4,
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Figure 5,
Continue to "Tap here" to add more Utilization for other Equipment Items
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