Using the Hours Breakdown

You can specify the hours for each role request per week using the Hours Breakdown view.

Work Calendars

You can choose whether the Hours Breakdown view should take account of work calendars. To do this:

  1. On an estimate record, click the Details tab.
  2. Select the Use Work Calendars for Scheduling field if you want work calendars to be respected. Deselect it if you don't.
  3. Click Save.
Notes:
  • If you change the value of this field, the Builder will refresh to update the icons displayed.
  • If role requests already exist on the estimate and you change the value of this field, you must perform an action which will initiate the respread of the role requests' hours according to the new value. For example, changing the hours or dates of a role request. You can then revert these changes if necessary.
  • If the region, practice, or group of a role request is changed, the associated work calendar is automatically updated and the hours are respread according to the new work calendar.

Editing a Role Request's Weekly Hours

To edit the number of hours for a role request per week:

  1. On an estimate record, click the Builder tab.
  2. Select Hours Breakdown from the view switcher drop-down.
  3. Navigate to the relevant date. The weeks are represented by the date of the Monday.
  4. Double-click the value you want to change.
  5. Type the new value and press Enter.
    Note:

    If you remove or add hours at either end of the role request, the start and end dates update to reflect the new hours. For example, if you enter 0 hours for the last week of the role request, the end date changes to the Sunday of the following week. Similarly, if you enter hours for the week before the start date, the start date changes to the Monday of that week.

  6. [Optional] Repeat steps 2-4 to update other values.
  7. Click Save. Schedule and schedule exception records are created and linked to the role request. If any already exist, they're updated.
Tip:

You can copy and paste the hours breakdown of a role request in the following ways:

  • Right-click the role request, then click Copy Rows or Paste Rows.
  • Press Command + C (Mac) or Ctrl + C (PC) on your keyboard to copy a role request, or Command + V (Mac) or Ctrl + V (PC) to paste.

You can select multiple records to delete or copy by holding down Command (Mac) or Ctrl (PC) on your keyboard while selecting the records. Any child records are also copied when you select a parent record.