Operations Grid Pop Up Menu Commands
Right mouse click the Operations’ grid to display the Operations grid’s pop up menu:
 Change Operation... 1. Select the row you wish to change the Operation on by clicking it with your mouse.
2. Right mouse click the Operations grid. Select “Change Operation” from the pop up menu. This displays the “Change Operation” dialog box. Choose the labor operation you want to change to and click OK.
3. The labor operation you selected updates in the grid.
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 Transfer to Sub-Contractor... You can transferred budgeted work that was originally planned to be done in house to an outside sub contractor. ShopPAK automatically decreases ProjectPAK estimated labor and material accordingly when transferring work to a sub contractor.
Select the labor rows that are no longer needed because they will be subbed out, right mouse click the selected rows to display the popup menu, and select "Transfer to Sub-Contractor".
This displays the Transfer Labor Cost to Sub-Contractor dialog….
 Percentage of available hours to transfer
Defaults to 100%, however, if you want to transfer a portion of the cost to a sub contractor, adjust percentage accordingly. ShopPAK updates sub contractor price accordingly. Note, for a given labor row, the available hours to transfer is calculated by subtracting Actual Hours from PPAK Estimated Hours.
Price
The price that the Sub Contractor will charge for taking on the work you are transferring to them. ShopPAK automatically calculates price by multiplying PPAK Unit Cost by available hours. You can enter any price you wish. The price is used as the unit cost on the generated Sub Contractor purchase order. You can edit the purchase order once you get the actual price back from the sub contractor.
Append To Existing Sub Contractor Transfer PO
If you want to add transferred labor to an existing Sub Contractor Transfer PO, place a check into the checkbox. This brings up a list of the last 30 Sub Contractor Transfer POs. Select the PO that you want to append a new PO Item.
 PO Type
Choose if this is a Buy Out or Labor Only PO.
Request By Date
This is a required field when creating a new Sub Contractor Transfer PO. This is used when filling in the PO's Request By Date field.
Sub Contractor Button
Click this button to choose the Sub Contractor (or Vendor) that you will be subbing work to.
PO Item Description
This is a required field when creating a new Sub Contractor Transfer PO. This is used when filling in the purchase order's PO Item description.
PO Notes
Optional field if you want to add a note to the generated Sub Contractor Transfer PO.
UOM
This is a required field when creating a new Sub Contractor Transfer PO. Tells ShopPAK what unit of measure to use when creating a new PO Item.
Click OK to proceed with the transfer. ShopPAK returns to the Operations sub tab and displays the following message:
 If you opt to append to an existing sub contractor transfer PO, then we amend the message accordingly.
ShopPAK updates the labor rows according to the number of hours (dollars) transferred to the selected sub contractor:
 ShopPAK also updates affected departments located on the Scheduling sub tab, as well as, the Estimate's hours located on the work order details sub tab:
 ShopPAK also updates the work order, job item, and job level estimated labor hours and costs, subtracting what was just transferred to the sub contractor.
Work Order Job Costs prior to transfer:
 After the transfer, ProjectPAK hours and cost have been reduced by the value of the transferred work.
 The additional sub contractor costs have not been applied to the work order at this point. That happens when you open the generated PO and then post it by opening it.
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 Copy Library Items... If you don’t estimate discreet labor operations, the Conversion Utility doesn’t have the information it needs to automatically populate the Operations grid. If you still need to see labor operations listed on work orders, and/or you want to create variance reports that compare estimated to actuals at the operational level, you can always add new operations manually as described above.
A faster approach, however, is to copy labor operations from the ProjectPAK library or assemblies. Once copied, edit each operation and give it the correct estimated hours of “effort”.
1. Right mouse click the Operations grid. Select “Copy ProjectPAK Library Items” from menu.
2. This displays the “Select Library Items” dialog box. This dialog box works the same way the ProjectPAK library selection dialog box works. Choose the labor operations you want to place on the work order’s operations grid and click OK.
3. The labor operations you selected from the ProjectPAK Library will be visible in the Operations grid. Enter the estimated hours of “effort” needed for each operation.
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 Copy Assembly Rows... 1. Right mouse click the Operations grid. Select “Copy Assembly Rows” from menu.
2. This displays the “Select ProjectPAK Assemblies” dialog box. This dialog box works the same way the ProjectPAK assembly selection dialog box works. Choose the assembly that houses a list of labor operations you want to place on the work order’s operation grid and click OK.
3. The labor operations you selected from the ProjectPAK assembly will be visible in the Operations grid. Enter the estimated hours of “effort” needed for each operation.
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