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title1. Options

Field

Function

Behavior/Notes

Project

Filter Only

Allows users to filter based on the selected project. This determines the location the form will be linked. The project must exist in the project list. (can be L1 or L2)

Sub Project

Default

The value entered here will be the default for the sub-project field when the diary is created. If left unchanged, it uses the scheduled data default.

Work Centre

Default

The value entered here Specifies the default work center for the diary form if different from the scheduled one. If unchanged, scheduled data is used, or the activity default from Workbench is applied if left blank in Upvise.

Activity

Default

The value entered here specifies the activity for all diary subforms. If no changes are made, the default activity for the employee is used.

Time Code

Default

The value entered here will populate an allocance if specified, with no default source. If left blank, no allowance will be recorded

Start Date

Default

The value entered here will defaults to scheduled times or timesheet module settings but can be manually overridden. The value entered if overridden will be filled into all subform “Start Dates” 

Work Day Duration

Default

Specifies the workday duration, pre-filled with default or scheduled data, but can be manually modified. The updated value will apply to the diary subform for both labour and plant resources. Where the Plant rate is “day” the “duration” will always be 1. This can be manually edited in the daily diary once generated before submission. 

Option 1: Workbench Resource

  • Project Hours Default: Uses Workbench Resource Scheduler data.

  • Plant Issues Default: Uses Upvise Equipment Allocation (Allocate/Leave Project).

Notes:

  • Events for people are scheduled in the Workbench Resource Scheduler and synced to Upvise.

  • Equipment is allocated to projects using the standard Equipment Allocation process. Only equipment marked as "assigned" to a project will be defaulted. Equipment Schedule Default is derived from the timesheet module settings.

Option 2: Upvise Resource

  • Plant Issues and Project hours: Uses the Upvise Resource Scheduler app exclusively.

The required scheduling flag must be set to schedule against in both Upvise and Workbench on projects.
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title2. Requires Scheduling flag - Workbench
Workbench - Scheduling & data Sync (Job Maintenance)

To schedule resources in the Workbench job scheduler, the "Job Scheduler" flag must be ticked.

Additionally, the "Sync to Upvise" flag must be enabled to sync the project to the project list. Subjobs don’t require this flag unless you need to create the diary against the subproject directly.

image-20241017-110034.pngImage Added

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title3. Default options in Upvise- Timesheet module in Upvise

To ensure that each Project hours and plant issue form auto-populate with your standard shift times, you will need to set this up in timesheet settings.

Timesheets > Options > General

image-20240527-012229.png

In timesheet options, you will set up Work Hour Start as well as Daily Work Hours, where start hour is the time you start as a default and the daily work hours is the working day including breaks. E.g. 8 hours 30 minutes

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