deltek insight 2012: discovering the value of costpoint shop floor time
DESCRIPTION
Need time clocks? Want to charge labor to manufacturing orders and routing steps in real time? Do you have complex work schedules or business rules? In this session we will take a look at Costpoint's Shop Floor Time and Attendance Solution. Beginner Level.TRANSCRIPT
Discovering the Value of Costpoint Shop Floor Time
Jim King, Director Product Strategy, Kaba Workforce SolutionsTerry Howell, Principal Consultant, DeltekGC- 467
2 ©2011 Deltek, Inc. All Rights Reserved
Introductions
Systems Overview
Shop Floor Time Goals
Improved Data Collection
Touch Screen Overview
Supervisor Functionality
Payroll and HR Functionality
Integration
Question and Answer
Agenda
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This session will offer insight into Costpoint Shop Floor Time
Real time collection of both Time and Attendance as well as detailed Labor data
Supports complex pay work schedules and business rules
Provides managers and supervisors with real time, actionable data to improve operational efficiencies
Key Take Aways
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Project focused manufacturers where labor is a significant cost driver
Manufactures who require the ability to automatically and accurately record shop floor processes against project accounting
Anyone who must provide a robust, auditable record of true labor costs
Who benefits from Shop Floor Time?
5
Single point of contact for all time and labor data Time and Attendance Shop floor labor reporting Elapsed time project reporting Indirect activities Absences – Vacation, Holiday, Illness, Late Arrival
Proper payment for employees, even with complicated pay rules and schedules
Real time updates of actual labor activities, including WIP quantities
Keeps labor and pay data perfectly synchronized
Real time calculation of efficiency, productivity and utilization
Normalization of overtime charges
Proration of indirect activities to direct activities
Benefits of using Shop Floor Time
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Two possible configurations are supported
Costpoint with both MES and Shop Floor Time
Costpoint with only Shop Floor Time
In both cases, Costpoint serves as the System of Record, and is source for all master data
Employees
Employee assignments
Orders
Accounts
Systems Overview
7
Shop Floor Time receives information from Costpoint about items against which time is reported
Shop Floor Time collects both Time and Attendance data as well as actual labor activities. All data is validated in real time as it is reported
Shop Floor Time exports actual labor activities to Costpoint
Shop Floor Time exports pay data to payroll system, either Costpoint or external
Costpoint and Shop Floor Time in a Cooperative Environment
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Costpoint Shop Floor
Time
Costpoint
Employee Clockings (Start / Stop)Work Order / Operation ReleasesEmployee review and sign time cardEmployee Self Service
Employee data, Orders, Accounts, Project, Organizations, Work Centers, Project Workforce, Inventory Abbreviation Codes, etc.
Time and Attendance, Approvals, Routings, Labor reports and completions
System Architecture (Simplified)
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Costpoint MES
Costpoint Shop Floor
Time
Employee Clockings (Start / Stop)Work Order / Operation Releases
Costpoint
Employee review and sign time cardEmployee Self Service
Labor and time clockings
Employee data, Orders, Accounts, Project, Organizations, Work Centers, Project Workforce, Inventory Abbreviation Codes, etc.
Routings, Labor reports and completions
Time and Attendance, Approvals, Completions
System Architecture (Simplified)
Collection methods must be streamlined for shop floor use
Collection equipment must be tolerant of industrial environment
Biometrics, bar codes and Proximity badges improve usability
Two guiding principles Data collection, in and of itself, is not a value add process. Actual
production must be hindered as little as possible People will make mistakes. These must be quickly and efficiently
corrected, but at the same time, audited
Improved data collection
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Range of Data Collection Options
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Typical Shop Floor Data Collection
Prompt-based data collection
Highly configurable Time and Attendance engine
Direct and Indirect labor reporting
Manufacturing Order, Account, Project
Team labor reporting
Machine, Cost Center, Department, etc.
Employee empowerment through Employee Self Service
Support for Shop Floor Activities
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Collection of quantities reported, completed, scrapped or rejected
Support for inspection operations and rework
Setup, Run, Rework, Teardown
Single, Multiple, and Batch
Start | Start, Start | Stop and Stop | Stop prompting
Collection of Serial and Lot Numbers
Project Workforce may be enforced
Support for Shop Floor Activities
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Initial menu at first clocking
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Full menu of reporting options
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Starting Work Order with Account
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Completion of Work Order
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Validation prevents errors
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Starting an MES Work Order
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Account
Inventory Abbreviation
Order / Routing
Order
Order with Work Center
Project
Project Labor Category (PLC)
Repair Order
Charge Types Supported
MO Charging Methods Project/Account/Org
Shop Floor Time Default Values
Project= Build-To Project
Account= Inventory Abbreviation Direct Labor Account
Organization = Inventory Abbreviation Direct Labor Org or Home Org (based on Labor Setting)
Shop Floor Time Lookup List
Project = Build-To Project
If Account Validation Method = “Valid PAG Accounts” in Settings:Account= PAG AccountsOrganization = Valid Orgs for the Project/Account combinations (based on valid P/A/O links)
ELSE (IF Account Validation Method = “MO’s Build Inventory” in Settings:
Account= Inventory Abbreviation Accounts (WIP Dir Labor Account, WIP Misc 1 Account, &WIP Misc 2 Account)Organization = Inventory Abbreviation Orgs (WIP Dir Labor Org, WIP Misc 1 Org, &WIP Misc 2 Org)
MO Charging Methods Project/Org
Shop Floor Time Default Values Shop Floor Time Lookup List
Project = Build-To Project
Organization = Inventory Abbreviation Direct Labor Org or Home Org (based on Labor Setting)
Project = Build-To Project
Account = No lookup values exported
Organization = If Account Validation Method = “Valid PAG Accounts”, then use valid Orgs for the Project/Account combinations (based on valid P/A/O links)
Else if the Account Validation Method = “MO’s Build Inventory”, then use the Inventory abbreviation orgs
MO Charging Methods Project/Account
Shop Floor Time Default Values Shop Floor Time Lookup List
Project = Build-To Project
Account= Inventory Abbreviation Direct Labor Account
Project = Build-To Project
Account = PAG Accounts or Inventory Abbreviation Accounts (WIP Dir Labor Account, WIP Misc 1 Account, &WIP Misc 2 Account)
Organization = No lookup values exported
MO Charging Methods Project
Shop Floor Time Default Values Shop Floor Time Lookup List
Project = Build-To Project
Project = Build-To Project
Account = No lookup values exported
Organization = No lookup values exported
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Project/Account/OrgEmployee Assignment
The Project, Account and Organization assigned to the employee in the Basic Employee Info-Defaults subtask will be the employee’s default values in Shop Floor Time.
Exception-base management
Messaging and alerts
Real-time visibility
User defined dashboard
Approve, Adjust, Add Transactions
Electronic Overtime Offering and Equalization
Productivity and Efficiency
Work scheduling
Supervisor Functions
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Current Situation View
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Supervisor Dashboard
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Time Card Review
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Time Off Request Scheduling
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Time Off Review Calendar
Synchronization with Payroll/HR for Employee Master files
Unsigned time (unapproved records)
Overtime summaries
Employees over/under schedule
T&A / Labor reconciliation
Net change adjustments/reversal
Detailed audit trail
Record lock control
Employee Self Service functionality
Payroll and HR Functions
Person Person assignmentPerson group memberPerson balanceCharge Elements
Projects
Account
Organization
Work orders and operations
Repair Orders
Inventory Abbreviation code
Project Labor category
Costpoint to Shop Floor Time
LDMTIME - Employee time Employee Pay Period end date Posting date Charge elements
Project Account/Organization (optional) MO/Operation/Operation Step PLC CODE (optional) Work Center (optional) Home state
Hours
Shop Floor Time to Costpoint
PCMCOMP - Order/Operation/Step completion quantities Order Operation Operation Step Completion quantity
PCMINSP – Order/Operation/Step inspection quantities Order Operation Operation Step Quantity accepted Quantity rejected Quantity scrapped Reject disposition Reject Reason Inspection Report ID
Shop Floor Time to Costpoint
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Real time collection of both Time and Attendance as well as detailed Labor data
Supports complex pay work schedules and business rules
Provides managers and supervisors with real time, actionable data to improve operational efficiencies
Summary
Thank You!