Projects – Web

Table of Contents

• Projects Background
• How to Create a New Project
• How to Edit an Existing Project
• Project Overview Tab
• Project Apprenticeships Tab
• Project Prevailing Wage
• Project Compliance Checklist Tab
• Project Penalties Tab

Projects Background

Background & Motivation

Projects enable multiple separate, yet related Jobs to be housed in one place. If needed, this can span multiple sub-contractors.

For instance, if there are multiple Jobs taking place at the same Job Site, creating a Project provides a way to track all of the Jobs in one place.

How to Navigate to Projects

Projects are housed under the "Jobs" tab from the primary navigation bar at the top of DSPTCH web.

To navigate to Projects, first click "Jobs" followed by "Projects" on the sub navigation bar that opens at the top of the screen. See video below for a demonstration:

Filtering Projects

There are several global filters for Projects at the top of the Projects tab (see image below):

Project Filters list:

• Search:
  • Textual search bar that can be used to filter for Projects by Project Name
• Owner:
  • Drop down filter to include all Projects that are owned by a single Company
• Participant:
  • Drop down filter to include all Projects that a single Company is participating on
• PWA Toggle:
  • An on/off toggle to filter for all Projects with or without Prevailing Wage & Apprenticeships tracking enabled

See video below for an example of using Project Filters:

Pinning Projects

How to Create a New Project

To create a new Project, click the "+ New Project" button from the Projects tab. This will open the Create Project Form. See video below for illustration:

Create Project Form Fields

There are several fields included in the Create a New Project Form:

• Owner (Required):
  • The Company who is the owner of the Project
• External ID (Optional):
  • An identifying name that can help associate a DSPTCH Project with an external system
• Name (Required):
  • An identifying name that will be used to title the Project on DSPTCH
• Description (Optional):
  • A textual description of the Project
• Prevailing Wage and Apprenticeship Tracking Toggle (Optional):
  • To enable Prevailing Wage and Apprenticeship tracking data, toggle this option on. This provides visibility into whether Positions from Jobs on the Project meet wage determinations, apprenticeship hours data, and additional tracking features.
  • Note: PWA tracking requires a license to DSPTCH's PWA plan.
• Start Date (Required):
  • The expected Start Date of the Project (can be edited at any time)
• End Date (Required):
  • The expected End Date of the Project (can be edited at any time)
• Timezone (Required):
  • The Timezone the Project is based in
• Participating Companies (Required):
  • Any Company that is participating on one of the Jobs included in the Project
• Billing Start Day (Required):
  • The day of the week which Billing for a Pay Period will begin on
• Prevailing Wage Budget (Optional):
  • The total Project value – used as a reference for certain tax credits
• Prevailing Wage Admin Name (Optional):
  • The full name of the individual who serves as the Prevailing Wage Admin
• Prevailing Wage Admin Email (Optional):
  • The email address for the Prevailing Wage Admin
• Prevailing Wage Admin Phone Number (Optional):
  • The phone number for the Prevailing Wage Admin
• Prevailing Wage Lock-in Date (Optional):
  • The date that the Prevailing Wage Determinations become final for a contract/project. Meaning, that after the Prevailing Wage Lock-in Date, subsequent modifications wage decisions are not effective for that contract/project.
• Prevailing Wage Lock-in Date Documentation (Optional):
  • A file upload to document the Prevailing Wage Lock-in Date
• Beginning of Construction Date (Optional):
  • Start date of construction for the Project
• Beginning of Construction Date Documentation (Optional):
  • A file upload to document the Beginning of Construction Date
• Placed in Service Date (Optional):
  • The date that the Project is considered complete and operational
• Placed in Service Date Documentation (Optional):
  • A file upload to document the Placed in Service Date

How to Edit an Existing Project

Projects can be edited at any time. To edit a Project, start by navigating to relevant Project Card. From the Project Card, click the pencil icon next to the Project Name. This will open the Edit Project Form.

See video below for an example of how to edit the Project End Date:

Project Overview Tab

To navigate to the Overview tab of a Project, start by opening the Project Card. The Overview tab will open by default. Please see the video below for a demonstration:

Here is an example of the Project Overview tab and the type of information included:

There are many data fields included in the Overview tab. These fields are covered in detail in the "How to Create a New Project" section of this Help Doc above.

Each Project includes a list of all Jobs included (highlighted in the red box in the image below). From the Project Overview, each Job displays high-level information such as the Customer, Job Site, Job Manager, and number of Technicians assigned. To access further details on each Job within the Project, click on the Job name to open the corresponding Job Card.

Project Apprenticeships Tab

Overview

For Projects with enabled Prevailing Wage and Apprenticeship Tracking, there is additional functionality beyond the Overview tab. Learn how to enable Prevailing Wage and Apprenticeship tracking under the How to Create a New Project section of this help doc.

Categorizing multiple Jobs under the same Project creates an Apprenticeship dashboard which provides a single source of apprenticeship compliance visibility for every Job and Company involved in the Project.

To navigate to the Apprenticeships tab of a Project, start by opening the Project Card and then clicking "Apprenticeships" from the navigation bar at the top of the screen. See video below for a demonstration:

The dashboard provides visibility into the ratio of the Apprentice-to-Non-Apprentice Hours for each Company involved in the Project (pictured below):

In the image above, a green value under the "Percentage" column indicates a compliant ratio of Apprentice-to-Non-Apprentice Hours (I.e greater than or equal to 15% of total hours) and a red value indicates a non-compliant ratio.

There is also a graphical dashboard that provides a day-by-day breakdown of the Apprentice-to-Non-Apprentice Hours for each Company involved in the Project (pictured below):

The Apprenticeship Requirements section also includes a Daily Labor Hours dashboard which provides a daily graphical representation for the Apprenticeship Labor Hour Percentage and Number of Apprentices per Journey Worker for each Company involved in the Project.

In the image above, a value over the red line indicates a compliant ratio of Apprentice-to-Non-Apprentice Hours (I.e greater than or equal to 15% of total hours) and a value below the red line indicates a non-compliant ratio.

Project Prevailing Wage Tab

Overview

For Projects with enabled Prevailing Wage and Apprenticeship Tracking, there is additional functionality beyond the Overview tab. Learn how to enable Prevailing Wage and Apprenticeship tracking under the How to Create a New Project section of this help doc.

Categorizing multiple Jobs under the same Project creates a Prevailing Wage dashboard which provides a single source of prevailing wage compliance visibility for every Job and Company involved in the Project.

The dashboard provides visibility into the number of required Prevailing Wage Determinations that have been set (or still need to be set) for each Job on the Project. Clicking into each Wage Determination provides an overview of the number of Positions on a Job being classified under the Wage Determination as well as warnings if the Wage Rate for a Position falls below the rate set by the Wage Determination.

To navigate to the Prevailing Wage & Apprenticeships tab of a Project, start by opening the Project Card and then clicking "Prevailing Wage" from the navigation bar at the top of the screen. See video below for a demonstration:

Prevailing Wage Information

The Prevailing Wage Information Box provides an overview of important Project information.

Prevailing Wage Information Data Fields:

• Budget:
  • The total Project value – used as a reference for certain tax credits.
• Lock-in Date:
  • The Prevailing Wage Lock-In Date (often the start of construction date for the Project or the date the Project contract is awarded).
• Administrator Name:
  • The full name of the Project Administrator.
• Administrator Email:
  • The email address for the Project Administrator.
• Administrator Phone Number:
  • The phone number for the Project Administrator.

Prevailing Wage Requirements

This section of the dashboard provides a checklist displaying the number of required Prevailing Wage Determinations for each Job on the Project. If required Prevailing Wage Determinations are not set for a Job, this will be flagged by this dashboard.

If all of the Prevailing Wage Determinations for a Job have not been set, the dashboard will provide flag this with a warning icon (highlighted in the red box in the image below):

Clicking on a Job from the Prevailing Wage Determination List opens that Job’s Compliance tab.

The Compliance tab displays all Wage Determinations and Labor Classifications set for the Job. It also includes a validation check (highlighted in a red box) to ensure that the Wage Rates set under Positions within the Job meet or exceed the required Prevailing Wage Determination. See the image below for an example of a compliant Job:

If there are Positions on the Job with a Wage Rate that is below the Prevailing Wage Determination, the dashboard will flag this with a warning icon (see below):

Project Compliance Checklist Tab

For a full breakdown of the Project Compliance Checklist Tab, please read our Project Compliance Checklist Tab – Web Help Document.

Project Penalties Tab

For a full breakdown of the Project Penalty Tab, please read our Project Compliance Checklist Tab – Web Help Document.