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Adding Labor Types to Products

How to add Labor Types to Products

A
Written by Ashok P
Updated over a month ago

The Labor Types feature in the Product Explorer allows you to add Labor Types to multiple products at a time.

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You can apply labor types to all filtered products or just those selected. The following form will open.

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There are three options when adding labor types in bulk.

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The first two allow you to overwrite or append multiple labor types and their associated hours.

The third option allows you to assign a single labor type to multiple products while maintaining each product's existing labor hours. This is useful if you are updating your catalog built before v20 and want to change the default naming convention from your Phase List, e.g., you want to update all of your products assigned to the "Rough-In," "Trim," and "Finish" to a common new name of "Site."

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If you choose the third option for products assigned to multiple labor types, those items will be assigned to a single labor type with the hours set to the total hours for all previous labor types.

Convert Labor Accessories to Labor Types

There is a utility introduced in SI v20 to assist you with converting labor items that are added as accessories to labor types, introduced in v20. This is for users who, before v20, were using labor types as accessories for products to charge additional labor beyond one set of hours and have decided to no longer use this method, now that you can assign multiple labor types and hours directly to a product.

Click here to read about the considerations for making this change.

This utility will only convert labor items that are set up in the following way:

  • Only "Variable" is selected.

  • The "Use cost and price from labor type" option is selected.

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The utility will not convert labor items that are set as "Fixed" or if they are set as "Variable" but have the "Use specific cost and price" option selected. In addition, any accessories with "Recommend" unchecked and/or "Non-Billable" checked will not be converted.

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Use the Conversion Utility

Before doing this, you should make a backup of your SI data.

In the Product Explorer, click the Tools tab, then Labor Types > Convert Labor Accessories to Labor Types.

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All products and labor items, with labor items as accessories (that meet the conditions above), will be displayed.

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You can expand any items to view the accessories.

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If any accessories are not "Recommended" or marked as Non-Billable, they will display with a warning symbol, and you will not be able to convert them.

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You can export this list to Excel or PDF format to review and make any adjustments to your labor items as accessories before converting them.

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Once you've made your selections, click the Convert button.

Click Yes on the following prompt to ensure you know what you are doing. The accessories will be converted to labor types and removed from the items.

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Project Editor

You can update labor types for multiple products within the Project Editor from the Tools tab using the Mass Update feature.

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