Overview

Use this tool to copy hours and/or rates from the Profit & Loss Staff module to a department cockpit (for example, Housekeeping). This helps keep cockpit values aligned with your Profit & Loss data and reduces manual updates.

Where to find it

Profit & Loss > Staff > Tools > Copy to cockpit

Who can use it?

Users with edit access to the Profit & Loss Staff module.
This requires the Salary editor role, which gives access to staff cost and salary data.

Before you start

Before copying data, make sure of the following:

• The view is set to the correct value (Actual, Budget, or Forecast), as this determines which data will be copied.
• If you are using ‘Labor cost – Profit & Loss, Category’, make sure the Profit & Loss account has values and that the values are saved.
• Budget and Forecast values will not be copied to months that are locked in Period Locking.
• Hours can be copied to budget & forecast only.

Configuring the “Copy” settings

Before data can be copied to the cockpit, you need to complete the settings in the Copy to cockpit window. The settings determine which data will be copied and where it will be copied to.

The data that is copied depends on the selected view (Actual, Budget, or Forecast).

The popup header shows what data is being copied, for example:
“Copy Actual data to Housekeeping (103) cockpit.”

Image:  ‘Copy to cockpit’ window

Hour source and calculation

(First section in the window)

First, select where the hours and rate should come from.

• Category – Select the staff category you want to copy from. Select All to include all categories from the Staff module.
• Fixed – Select this if you want to copy fixed hours.
• Labor cost – Staff, Salary – Uses the rate from the Staff module.
• Labor cost – Profit & Loss, Category – Calculates the rate from Profit & Loss account category based on the selected value (Actual, Budget, or Forecast).
  • The rate is calculated as: Labor cost ÷ Hours.
  • The Profit & Loss account must have values for the category to be available for selection.
  • Make sure the account values are saved before copying, otherwise the correct rate will not be copied.

Select months to copy

(Second section in the popup)

The months shown are based on the date selector.
You will see the hours, fixed hours, and rate (depending on your selections) that will be copied per month, depending on your selections.
Select the months you want to copy.

Note: If you selected ‘Automatic’ as your update method, then you do not need to make a selection. The system will automatically copy values for all relevant months when the source data changes.

Copy settings

(Step 3 – third section in the popup)

A. Data to include in copy – Select Hours, Rate, or both.

B. Copy data to – Select where the values should be copied to:

• Budget
• Forecast
• Current (Rate only)

Note: Budget and Forecast values will not be copied to months that are locked in Period Locking.

C. Update method – Select whether you want to do a once off copy (manual) or Automatic to copy automatically going forward.

• Manual – After changing all the settings, click ‘Update cockpit’ to copy the selected months as a once off action. Settings will not be saved, even if you have clicked on Save. The popup will close instantly.
• Automatic – Values will be copied automatically when changes are made to the source data, based on your saved settings.
  • “Save changes” will only work when ‘Automatic’ is selected
  • First save your automatic settings before you perform an “update cockpit”. The popup will close after saving.
  • After you saved the settings. Open the ‘Copy to cockpit’ function again and click on ‘Update cockpit’ to activate the settings.

Complete the copy process

(Final section in the window)

• Cancel – Close without saving changes.
• Save changes – Saves Automatic settings only, and will close the window instantly. This does not update the cockpit immediately.
• Update cockpit – Updates the cockpit immediately using the selected settings. For Automatic updates, you will need to Save your changes before ‘Update cockpit’.

Summary

The Copy to cockpit tool helps keep cockpit hours and rates aligned with your Profit & Loss data, reducing manual updates and ensuring consistency between planning and reporting.

Cross-reference

How to add staff and manage staff cost