Track production quantity

In this topic, you'll learn how to activate the production quantity feature for a job site, add planned production quantity, and then track actual production quantity.

Step 1: Enable production quantity

Production quantity can be enabled for each job site separately. To do that, navigate to the Production quantity section in job site settings. Turn on the Track production quantity toggle and choose one of the tracking methods:

• Daily. Track production quantity on a daily basis.
• Weekly. Track production quantity on a weekly basis.

Each method is discussed in detail under the Track production quantity section of this guide.

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PERMISSIONS

You may configure production quantity tracking if you have the Edit production quantity tracking permission enabled for your role in Administration () > Role Permissions > Job Sites.

Step 2: Specify planned production quantity

When you enable production quantity for a job site, a new Planned PQ field appears in job site's Cost codes section, where you can specify the production quantity that is planned to be accomplished for a particular cost code. To specify Planned PQ for a cost code, you need to select the corresponding cell on the cost code entry and add a value and a measurement unit. Select the check mark to save your changes.

The following GIF shows the process of adding a Planned PQ to a cost code.

Each cost code also has Budget and Planned hours fields that can also be filled in as part of cost code planning but aren't included in production quantity calculations.

Step 3. Track production quantity

Now that you have specified the planned production quantity for a cost code, you can revisit the cost code regularly to fill in the actually completed production quantity and compare it against the planned quantity and the hours that have been tracked for the cost code. To do that, you need to follow these steps:

1. Navigate to the Cost Coding tab of your Web App from the left-hand sidebar and select the Production quantity tab.

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   PERMISSIONS

   You may access the Production quantity tab if you have the View "Production Quantity" tab permission enabled for your role in Administration () > Role Permissions > Cost coding.

2. Select a job site from the Job Sites navbar. Apart from job site selection, the navbar has some additional functionality which is discussed in the Job Sites navbar section in Timelogs list, as the same navbar is used there as well.
3. Use the date picker to select a week.
4. Apply filters (optional). You have the following filtering options:
   1. Hide cost codes with no weekly hours. Hides the cost codes that don't have any hours tracked during the selected week.
   2. Hide cost codes with no weekly units. Hides the cost codes that don't have any production quantity units added during the selected week. This is discussed in greater detail further in this guide.

Now that you have selected the cost codes that you want to track production quantity for, you are ready to fill in production quantity data. The process differs depending on the method you selected in Step 1 of this guide. Therefore, each case is discussed separately in the following sections.

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PERMISSIONS

You may add or edit production quantity data if you have the Add/edit production quantity permission enabled for your role in Administration () > Role Permissions > Cost coding.

Step 3.1 Tracking production quantity weekly

In the cost codes table, you need to fill in the Weekly units field to indicate how many production quantity units have been completed for the selected cost code on the selected week.

Apart from the cost code name, the cost codes table contains several other fields that provide additional information for tracking:

• UM. The measurement unit selected for the cost code.
• Estimated. What is the estimated production quantity specified under Planned PQ. See Step 2: Specify planned production quantity.
• JTD hours. JTD stands for Job to Date and indicates the number of hours tracked for a given cost code to this date.
• JTD units. Indicates the number of production quantity units tracked for a given cost code to this date.
• Weekly hours. How many hours have been tracked on the selected week.
• Total hours. The sum of JTD hours and Weekly hours.
• Total units. The sum of JTD units and Weekly units.

Step 3.2 Tracking production quantity daily

Here you have two views: Daily view and Overview.

Daily view is where you fill in daily production quantity data for a cost code. Here, the cost codes table shows tracked hours for each day of the week and you can add corresponding production quantity units for each day. The Weekly column shows a sum of all the units completed on the selected week.

Overview, in turn, provides a weekly summary of the tracked hours and units. Here, the cost codes table is similar to that in weekly tracking.