1. www.pace2020.com | See the possibilities… Job Planning Basics Fusion 08 Pat Dykes

2. www.pace2020.com | See the possibilities… Job Planning Basics Job Planning records come from:  Estimating  Activities on an estimate - most common method.  Job Types  Template activity plans can be setup with job types.  Manual Entry  Each record can be manually added as desired.

3. www.pace2020.com | See the possibilities… System Setup for Job Planning: Job Costing Module – Activity Codes  Activity Code Option Flags  Job Planning Setting: none/planning/scheduling  Update Planning (yes)  Rollup Code (primarily for scheduler)  Ask if complete (yes)

4. www.pace2020.com | See the possibilities… System Setup for Job Planning: Job Control Module  Job Status Codes  Scheduling OK (yes if using scheduler)

5. www.pace2020.com | See the possibilities… System Setup for Job Planning: Job Planning Module  Days of week  Plan Jobs Automatically (yes)  Allow Auto Plan Refresh (yes)

6. www.pace2020.com | See the possibilities… System Setup for Job Planning: D/C Module - Flags  Display Planning  Ask Job Plan ID

7. www.pace2020.com | See the possibilities… Using Job Planning: Planning  View / Change a Job Planning record  Assign a Planning record to an employee  Updating a Job Plan  Manually add or delete a planning record

8. www.pace2020.com | See the possibilities… Using Job Planning: D/C Module  For One-Click Job Cost Entry:  Planning record ID# are created in Job Plan  Records are assigned to an employee  D/C Action Screen:  Start Planned Activity (Employees To-Do list)  Select from a list of pre -planned activities (by employee, job, job part and activity code)

9. www.pace2020.com | See the possibilities… Job Planning Basics Questions and Answers