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Recording and Analyzing WorkPlans



To view an example of a screen, click on *GIF IMAGE
To view an example of a report with MS Access 7, click on * WorkPlan.htm

You can use your WorkPlan template for a variety of purposes. You have likely had numerous occasions to record details concerning small projects wherein you listed steps to be performed, such as: home projects, office tasks, job lessons, checklists, trip planning, recipes, and so on. As a matter of defining and articulating your knowledge, you can consider these how-to-do lists as rules for actions. You can use your WorkPlan database as your tool for recording your data, including cost and time data. Note that time data is in decimal hours so that it multiplies with hourly rate to give dollar cost.

If you want to record more data than the screens provide space for, then you can use a word processor text file to contain the extra data. Your StrongWare provides reports that you can use to print to file and then open with your word processor so you can add as much as you want to, for your WorkPlan, LaPS, and HazRep.

If you have variable factors, such as numbers of pieces of material or equipment or operations, then you can use the WRKPLANV spreadsheet that provides for automatic calculation of totals and sums.

WorkPlan also provides for including a bitmap image - worth 1,000 words.

Later on, you'll see that your WorkPlan is ideal for calculating your Cost Of Goods Sold, COGS, for a small business or other organization.

You can print letter-size paper or 5" x 8" card copies for field use.

You can create stringsets with a Master WorkPlan as an index and multiple records as building blocks, such as: day/week planning, acquiring, setting up, starting up, checking out, operating, maintaining, trouble-shooting, repairing, modification, cleanup, close down, and recycling.

The WorkPlnP StrongForm is for a presentation viewgraph.

Note: The example templates shown on this webpage are the word processing text templates that you can *Download To view examples of screens, click on the hotlinks for *__ Screen. Use your browser's BACK function to return to this page. If you want to record more data than the screens provide space for, then you can use a word processor text file to contain the extra data.



                                                                              
   /SW\     W o r k P l a n  R e c o r d    WrkRecId: JS000001 Prev: n/a     
  About: Porch Step Safety Improve     Date: 09/22/1996  RulRec.Id: JS00001A 
  Line Item: Home Improvement      Budget Item: Ergonomic Safety             
  SS File: na        CR: na                                                  
                                                                             
  Materials, Ingredients, Commodities, Supplies:                 Cost        
  M1: 2 pcs ext. treated 6 * 6, 10' cut in half columns    CM1: 28.25        
  M2: 4 pcs ext. treated 2 * 4, 10' cut in half rails      CM2: 12.00        
  M3: 7 pcs ext. treated 2 * 2, 8' cut 33" + 1 32"         CM3: 12.00        
  M4: 2 newels and bases, Primer, Paint, Turps.            CM4:  8.93        
                                                                             
  Equipment, Tools, Facilities, Vehicles, Data:                              
  E1: Safety glasses for hammering & sawing, gloves.       CE1:  0.00        
  E2: Hammer, nails, tape measure, level, nailset.         CE2:  0.00        
  E3: Miter & circular saw, vise, paintbrushes, drops.     CE3:  0.00        
  E4: Wheelbarrow for mixing KWIKRETE                      CE4:  1.99        
                                                                             
  Procedural Step Sequence:                                      Time:  Cum:  
  P1: Don PPE. Dig 2 holes 12*12. Measure top of columns.  TP1:  1.00        
  P2: Circular saw 30deg rails, drill nailholes.           TP2:  1.00   2.00 
  P3: Measure/cut crossbrace, pre-nailhole.                TP3:   .25   2.25 
  P4: Nail braces, drop columns into holes.                TP4:   .50   2.75 
  P5: Mix KWIKRETE and pour.                               TP5:   .50   3.25 
  P6: Prime & Paint. Let dry.                              TP6:  1.00   4.25 
  P7: Cut, nail, prime, & paint stilesets. Let dry.        TP7:  4.00   8.25 
  P8: Install stilesets.                                   TP8:  1.00   9.25 
  P9: Cut baseplates for newels.                           TP9:   .25   9.50 
  P10 Prime, paint, install baseplates & newels. Let dry.  TP10   .50  10.00 
                      Other Cost (Tax):  2.50      Labor Rate: 4.00             
  CMSum:   61.18  CESum:    1.99    CLabor:  40.00           
                                               Total Cost:  105.67           

OLE BMP: (Copy / Paste )             OLE Spreadsheet: ( Copy / Paste or Insert as Icon )
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The WorkLog report StrongForm summarizes records. You can query or find a stringset of multiple records and summarize them.

     /SW\                   W o r k  L o g                                          

               Line Item:                                          TPSUM:            
     Rec.Id :  About:                            CMSUM:   CESUM:   CLABOR:      CTOTAL:  
     ------------------------------------------------------------------------------  
              StrongWare                                            14.00            
     JS00001   WorkStation #1- WS001               8.00     7.00   301.00       316.00   

     ------------------------------------------------------------------------------  
Summary: TSum:   14.00  LSum:  316.00   CMSum:  8.00  CESum:  7.00  Total Cost: 316.00  


You can also translate a block into any COSMIC spreadsheet model with the WorkSS > StrongForm report to file.
                                   
  StrongWare                       
  JS00001                          
  Create or Modify      ,   14.00  
  WorkStation #1- WS001 ,  316.00  

You can also plan with variable factors, such as number of units and/or number of operations with your WRKPLANV spreadsheet.
To view an example of a screen, click on *WorkPlanV Screen
You can use your WrkPln42 for two-person work, with differing labor rates.
Back to -> *Enter

If you use Access 7, then checkout the latest Upgrade . the new WrkPln42. The new table has added fields for:

[Profit] or [Commision]: For Office Use Only

GandA:=> 20.00 Cost+: 45.40 BusTax@50%: 22.70 Gross: 295.10

Profit%:=> 0.200 Profit:=> 45.40 BusTax:=> 22.70 Billing:=> 295.10

Salespers: Worker:

Contact: CreditCard

Orgadres: CCNbr:

City: CCExp:

State: Telefone:

ZIP: FAX:

Email:

Account Type- Account Receivable = A ; Paid = P ; Returned = R ; Personal Use: A

 

You can also do a report for an Invoice:

Please remit payment for the following work

WorkPlan: Description of Work: Date: SubTotal:

HE000001 House Electrical 3/27/99 295.10

 

You can also report as a columnar log:

 

Rec.Id: Line Item: Budget Item: CostTotal GandA BusTax: Profit: Billing: ACCTYPE: DATE:

RECNO: About:

HE000001 House Improvements Electrical 207.00 20.00 22.70 45.40 295.10 A 3/27/99

1 Replace electrical outlets with GFCIs

Total Labor and Cost: 207.00 20.00 22.70 45.40 295.10

 

 

 



If you would like to enter your WorkPlan data into your Organizational Budget spreadsheet, "OrgBud", then you can use your Wrk4OB report. The best way to do this is to print to Word, then copy and paste the report footer data into your OrgBud. You can do this on a monthly basis for a particular product market. You can paste: the CMSUM as your CoGS 'purchases'; the Labor as 'labor'; and the travel, meals and other into their respective expense cells.

	WorkPlan for Small Business Budget, SBB, 
	Labor:	CMSUM:	CESUM:	Travel:	Meals:	Lodging:	Phonexp:	OtherCost	WRKRECNBR
	100.00	120.00	1.00	55.00	66.00	77.00	22.00	7.00	HE000001
	20.00	4.00	0.00	0.00	0.00	0.00	J1
	Labor:	CMSUM:	CESUM:	Travel:	Meals:	Lodging:	Phonexp:	OtherCost
	120.00	124.00	1.00	55.00	66.00	77.00	22.00	7.00

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