Other Tabs

Modified on Wed, 1 Apr at 8:47 PM

Recorded Labour

The Recorded Labour tab provides a read-only view of actual hours worked by employees against this proposal’s project. This data is sourced from the timesheet system and cannot be edited within the proposal.

Purpose

Use this tab to:

Compare estimated hours (from the proposal) against actual hours worked.
Monitor project progress and resource usage.
Identify areas that have exceeded or are below budget.
Support future estimating by reviewing actual effort on similar work.

Grid Columns

Column	Description
Employee Name	The name of the person who recorded the hours.
Date	The date the hours were worked.
Process Name	The process the hours were recorded against.
Normal Hours	Standard hours worked at normal rates.
Overtime Hours	Hours worked at overtime rates.
Double Time Hours	Hours worked at double-time rates.
Normal Cost	The cost of normal hours worked (Normal Hours × normal rate). Visible with financial permissions.
Overtime Cost	The cost of overtime hours worked (Overtime Hours × overtime rate). Visible with financial permissions.
Double Time Cost	The cost of double-time hours worked (Double Time Hours × double-time rate). Visible with financial permissions.

Summary Row

The grid footer shows totals for:

Total Normal Hours
Total Overtime Hours
Total Double Time Hours
Total Normal Cost
Total Overtime Cost
Total Double Time Cost

Filtering and Searching

Use the filter row at the top of each column to narrow down the displayed data. For example:

Filter by Employee Name to see one person’s hours.
Filter by Process Name to see how many hours were spent on a specific process.
Filter by Date to see hours for a particular date range.

Important Notes

This grid is read-only. To modify timesheet entries, use the timesheet module.
Recorded labour only appears once the proposal has been converted to a project and employees have started logging time against it.
The "Previous Actual Hours" column in the processes grid (see Labour & Processes) draws from the same data source.

Risks

The Risks tab provides a risk register for the proposal. Risks are potential problems that could affect the project’s success. Each risk is documented, assessed, and tracked throughout the proposal lifecycle.

Risks Grid

This grid is accessed via the Risks tab at the proposal level. Unlike most other grids in the application, risks use form editing — clicking on a row opens it in an inline form for editing.

Grid/Form Fields

Field	Editable	Required	Description
Risk Category	Yes (lookup)	No	The type of risk (e.g., Technical, Commercial, Schedule, Resource). Select from a predefined dropdown list.
Date Raised	Yes (date picker)	No	The date the risk was first identified. Defaults to today’s date for new risks.
Raised By	Yes (lookup)	No	The person who raised or identified the risk. Select from the employee list.
Phase	Yes (lookup)	No	The project phase the risk relates to (e.g., Design, Manufacture, Installation).
Description	Yes	Yes	A detailed description of the risk.
Probability	Yes (lookup)	No	The likelihood the risk will occur (e.g., Very Low, Low, Medium, High, Very High).
Impact	Yes (lookup)	No	The severity of impact if the risk materialises (e.g., Very Low, Low, Medium, High, Very High).
Estimated Cost	Yes	No	The estimated financial impact if the risk materialises.
Description of Impact/Consequence	Yes	No	A detailed description of the impact or consequence that would result if the risk materialises.
Current Exposure	Yes	No	The current level of exposure to this risk, taking into account any mitigating actions already in place.
Priority	Yes (lookup)	No	The priority level for addressing this risk.
Risk Score	No (calculated)	—	Automatically calculated from Probability × Impact. Higher scores indicate more critical risks.
Mitigation	Yes	No	The planned actions to reduce or eliminate the risk.
Preventive Actions	Yes	No	Specific preventive actions taken or planned to stop the risk from occurring.
Owner	Yes (lookup)	No	The person responsible for managing and mitigating this risk. Select from the employee list.
Status	Yes (lookup)	No	The current status of the risk (e.g., Open, Monitoring, Mitigated, Closed).
Project Phase Closed	Yes (lookup)	No	The project phase during which this risk was closed or resolved.

Adding Risks

Go to the Risks tab.
Click Add Row (or the add button) in the grid toolbar.
A new form row opens inline.
Fill in the risk details: Description, Category, Probability, Impact, etc.
Click the Save icon within the row to save, or use the toolbar Save button.

Editing Risks

Click on a risk row to expand the inline editing form.
Modify any fields as needed.
Click Save to confirm, or Cancel to discard changes.

Reordering Risks

Risks can be reordered using drag and drop:

Click and hold the drag handle on the left side of a row.
Drag the row to its new position.
Release to drop it in place.

Deleting Risks

Select a risk row and click the delete button. Confirm the deletion when prompted.

Best Practices

Identify risks early in the proposal stage, even before the project is confirmed.
Assign an owner to every risk so someone is accountable.
Regularly review and update risk statuses as the project progresses.
Use the Estimated Cost field to quantify the financial exposure and factor it into contingency planning.
Risks with high Risk Scores should be addressed first.

Assumptions

The Assumptions tab records the assumptions that underpin the proposal’s costing. Assumptions are conditions believed to be true for the purposes of the estimate. Documenting them ensures all parties are aware of the basis upon which the proposal has been prepared.

Assumptions Grid

This grid is accessed via the Assumptions tab at the proposal level. Like risks, assumptions use form editing — clicking on a row opens an inline form.

Grid/Form Fields

Field	Editable	Required	Description
Name	Yes	Yes	A short name or title for the assumption.
Owner	Yes (lookup)	No	The person responsible for validating this assumption. Select from the employee list.
Validator	Yes (lookup)	No	The person who will verify whether the assumption holds true. Select from the employee list.
Project Phase	Yes (lookup)	No	The project phase the assumption relates to (e.g., Design, Manufacture, Installation).

Adding Assumptions

Go to the Assumptions tab.
Click Add Row in the grid toolbar.
A new inline form row opens.
Enter the assumption Name (e.g., "Customer to provide power supply to machine area").
Select an Owner and Validator if known.
Select the relevant Project Phase.
Click Save.

Editing Assumptions

Click on an assumption row to expand the inline editing form.
Modify any fields.
Click Save to confirm, or Cancel to discard changes.

Reordering Assumptions

Assumptions can be reordered using drag and drop:

Click and hold the drag handle on the left side of a row.
Drag the row to its new position.
Release to drop it in place.

Deleting Assumptions

Select an assumption row and click the delete button. Confirm the deletion when prompted.

Examples of Common Assumptions

Customer will provide site access during installation phase.
Power supply and utilities available at the installation site.
No hazardous materials present at the work location.
Foundation/civil works completed by others prior to installation.
Design specifications will be approved within 2 weeks of submission.
Exchange rates will remain stable during the project.
Third-party components will be delivered within quoted lead times.