System Data

System Options – Screen

Pgm: SYSOPT - System Options; standard Treeview path: System > Setup > System Options

Fields Relevant to GC Monitor

Always Restrict To Current Rate in GC Monitor – Checkbox

NOTE: By default, this checkbox is unchecked, as this is not a standard feature meant for most of our clients.

If checked, the following fields (framed above) for employees on the Labor tab are affected as follows:

Field	Effect
Default Hourly Cost Rate	Regardless of what period is being forecasted, the cost rates used for employees are the ones set up for them for your current system date, not the cost rates set up for them for the rate period being forecasted.
Default Hourly Billing Rate	Regardless of what period is being forecasted, the billing rates used for employees are the ones set up for them for your current system date, not the billing rates set up for them for the period being forecasted.

Apply FLSA Exemption Rule to GC Monitor – Checkbox

NOTE: By default, this checkbox is unchecked, as this is not a standard feature meant for most of our clients.

If checked, the following fields (framed above) for employees on the Labor tab are affected as follows:

Field	Effect
Union	If ‘Unionized’ checkbox on Personal tab of Employee Profile is unchecked, this field is set to NULL (blank) and disabled.
Pay Type	If FLSA Type field on Personal tab of Employee Profile is set to “Exempt”, this field is set and locked to “NWHR”.
Default Weekly Cost Hours	If FLSA Type field on Personal tab of Employee Profile is set to “Exempt”, the maximum number of hours that can be entered in this field is set to 40.

Automatically Add Cost on GC Monitor – Checkbox

When a timesheet is posted for an employee, bill code (set up to appear in GC Monitor) and job, if a forecast line exists in GC Monitor for that combination, that line in GC Monitor will be updated with the posted timesheet details. If a forecast line does not exist in GC Monitor for that combination, a new forecast line for that combination will be automatically created in GC Monitor if, and only if, the ‘Automatically Add Cost on GC Monitor’ checkbox on the Forecast tab of the System Options screen is checked.

Auto Refresh Employee Trade Code on GC Monitor – Checkbox

NOTE: By default, this checkbox is unchecked, as this is not a standard feature meant for most of our clients. For historical purposes, when an employee changes their trade, it is recommended that the forecast line created for their old trade is left with their old trade code, and a new forecast line is created for their new trade.

When Employee Profiles are updated with new trades, those employees will still be associated to their old trade in GC Monitor, causing the charge rate determined for them to be incorrect.

In order for the [Refresh Forecast] and [Re-calculate All Rates] functionality to use charge rates based on updated employee trades, this checkbox must be checked.

Synchronize Resource Planning Allocation Percent When Import/Export From Forecast – Checkbox

This checkbox controls how a need line’s Assignment % field is set when the line is exported from GC Monitor into Resource Planning. Conversely, it controls how a forecast line’s Default Weekly Cost Hours and Default Weekly Billing Hours fields are set when the line is imported into GC Monitor from Resource Planning.

For further details, please refer to [Import/Export Resource Plan Data] – Button.

GC Monitor Assignment is Not Date Sensitive – Checkbox

If checked, prevents the ability to have multiple resource assignments for each employee on a single bill code and pay type using different date ranges.

With this functionality enabled, an error message will be issued if an attempt is made to create a new resource assignment for an employee/bill code/pay type combination that already exists in the forecast period.

If the ‘Automatically Add Cost on GC Monitor’ box on this tab is also checked, then GC Monitor assignment date ranges will be updated by any cost transaction that has a reference date that falls outside of the date range. After importing/exporting data between GC Monitor and Resource Planning, any breakdown in the resource schedule for the same bill code in Resource Planning will be reduced to one line with calculated start and end dates.

Security Access to GC Monitor

Pgm: FORMROLE - Assign Roles To Programs; standard Treeview path: System > Security > Roles > Assign Role to Programs

Security access to GC Monitor is granted to security roles via the Assign Roles To Programs screen (standard Treeview path: System > Security > Roles > Assign Role to Programs).

To grant members of a security role access to GC Monitor, select “JC” for the Application Code field in the Selection Criteria section, then search for and select “RPFCAST” in the File Name column in the Programs section of the screen. Finally, insert the security role to be granted access in the lower, Roles section.