Use Work Loading & Bidding to assign Tasks to an Area. Each Task has a production rate and Frequency associated with it. This information enables you to quickly determine the number of people required to clean an Area and the whole Building.
The Yearly Hours and Weekly Hours are subsequently calculated by the system. All other fields in this grid are required, with the exception of Measure (Unit of Measure).
To add Tasks to an Area:
- From the Work Loading tab, select an Area you want to assign Tasks to.
- Click the Add New button in the Tasks grid.
- Enter a Task Code or use the Find Feature to locate a Task. Only Task Codes selected to be Used by TeamBid (on the Task Codes screen) are available from the Find Task screen.
Once you enter a Task Code, the Task Name, Frequency, Minutes, and Measure fields default from the Task Code record.
You can double-click on a Task Code to open the Task Code screen. - The Task Name field auto populates based on the Task Code. You may change the Task Name by typing over the existing name. Changing the Task Name in this grid does not change the actual Task Code record.
- The Frequency field auto populates based on the Frequency of the Area in the Area grid. The Frequency is the number of times this Task is performed annually in the specified Area. You may change the Frequency for the Task by typing over the existing Frequency. Changing the Frequency in this grid does not change the actual Task Code record or the Frequency in the Area grid.
- The Percent field auto populates based on the Percent in the Area grid. The Percent represents the normal density of the Area. The system defaults to 100%.
For the Areas that are more difficult to clean because of the amount of furniture or high traffic areas, use a higher percentage. If an Area takes less effort to clean because of fewer desks or furniture, use a lower percentage.
The Percent value for the Area defaults to each Task in the Tasks grid that has a matching Percent.
The Percent field is used to calculate the Annual Hours for each Task. - The Quantity field auto populates based on the Square Feet of the Area in the Area grid. The Quantity is the Square Feet or the number of items this Task services. You may change the Quantity for the Task by typing over the existing Quantity. Changing the Quantity in this grid does not change the actual Task Code record or the Square Feet in the Area grid.
- The Minutes field auto populates based on the Task Code record. The Minutes are the total minutes per one thousand square feet or minutes per the one item this Task services. You may change the Minutes for the Task by typing over the existing Minutes. Changing the Minutes in this grid does not change the actual Task Code record.
If the Minutes are changed from the original values in the Task Code screen, a red * displays in the column to the right of the Minutes field. This will help you quickly identify those Tasks that have been modified without going to the actual Task Code record. - The Print check box is selected by default. If you do not want the Task to print on reports, clear this check box.
- The Measure field auto populates based on the Unit of Measure in the Task Code record. It is not a required field. You may change the Unit of Measure for the Task by typing over the existing value in the Measure field. Changing the Measure field in this grid does not change the actual Task Code record.
- The Type field auto populates from the Frequency field on the Task Code record. You can select from Routine, Periodic, Project, or Other. The Type is the Frequency Type for this Task. You may change the Type for the Task by selecting a different Type. Changing the Type in this grid does not change the Frequency of the actual Task Code record.
Select Routine if the Task is normally performed daily.
Select Periodic if the Task is normally performed less than once a day, usually weekly, but more than monthly.
Select Project if the Task is normally performed with a different Crew and less than monthly.
Select Other for all other Tasks. - The Yrly Hrs field is a calculated field that represents the total yearly hours for this Task and Area. Yearly Hours are calculated using the following formulas:
Example based on Unit of Measure of Thousand
((Frequency x Percent x Quantity x Minutes) / 60) / 1000
(255 x 100% x 2500 x 5 /60) / 1000 =
53125 / 1000 = 53.13 Yearly Hours
Example based on Unit of Measure of Each or blank
(Frequency x Percent x Quantity x Minutes / 60)
(255 x 90% x 2) / 60 = 15.30 Yearly Hours
- The Wkly Hours field is a calculated field that represents the total weekly hours for this Task and Area. Weekly Hours are calculated using the following formulas:
Example based on Unit of Measure of Thousand (using Tasks shown above)
((Frequency x Percent x Quantity x Minutes) / 60) / 1000) / 52
((255 x 100% x 2500 x 5 /60) / 1000) / 52 = 1.02 Weekly Hours
This is the same as dividing the Yearly Hours by 52.
Example based on Unit of Measure of Each or blank
(Frequency x Percent x Quantity x Minutes / 60) / 52
((255 x 90% x 2) / 60) / 52= 0.29 Weekly Hours
This is the same as dividing the Yearly Hours by 52.
To assign Positions to Tasks, see Assigning Positions to Tasks.