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GEN-Z WEALTH EDUCATION
Master The Money Game
10,000+
Students Funded
THE SYSTEM IS BROKEN
What Schools Forgot To Teach
You spent over 15,000 hours in a classroom, yet graduated without knowing how to manage debt, invest in assets, or build lasting wealth. The traditional education system was designed to create workers, not owners. The wealth gap isn't just about money—it's about financial literacy.
Old School: Save your way to retirement.
Wealth Prep: Invest your way to freedom.
Old School: Avoid all debt at all costs.
Wealth Prep: Leverage good debt to scale.
Old School: Rely on a single income stream.
Wealth Prep: Diversify and protect cash flow.
THE BLUEPRINT
Your Roadmap To Independence
This curriculum is engineered to take you from financial uncertainty to complete clarity. Step-by-step, we will build your wealth engine and equip you with the skills traditional schools forgot to teach.
1
Financial Foundations
Master the basics of money management, budgeting, and debt elimination to build a rock-solid base.
2
Income Acceleration
Discover high-leverage skills and strategies to increase your earning potential and create multiple revenue streams.
3
Smart Investing
Learn how to put your money to work through proven investment vehicles, compound interest, and risk management.
4
Wealth Preservation
Protect your assets, minimize taxes legally, and design a long-term plan for generational wealth.
SUCCESS STORIES
Real Students.
Real Results.
★ ★ ★ ★ ★
Before this course, investing felt like a language I couldn't speak. Now I've built a diversified portfolio and finally feel in control of my financial future. The step-by-step guidance was exactly what I needed.
Sarah Jenkins
University Student
★ ★ ★ ★ ★
I always thought you needed thousands of dollars to start building wealth. Learning how to leverage small consistent investments completely changed my trajectory. I'm graduating with actual assets instead of just debt.
Marcus Chen
Senior Undergrad
★ ★ ★ ★ ★
The modules on budgeting and compound interest opened my eyes to what's possible in my twenties. I've already automated my savings and started my first index fund. This is the financial education schools forgot.
Elena Rodriguez
Recent Graduate
ENROLLMENT
Invest In Your Future
The cost of financial illiteracy is steep. By joining Prep Wealth Academy, you're gaining the exact blueprints to navigate money, investments, and your career—skills that will pay dividends for the rest of your life.
Skip the years of trial-and-error. For less than the cost of a typical college textbook, you get lifetime access to the foundational strategies traditional education simply missed.
LIFETIME ENROLLMENT
$197
One-time payment. Full lifetime access.
- Complete Wealth Blueprint Modules
- Private Student Community Access
- Plug-and-Play Financial Templates
- Live Monthly Q&A Sessions
14-Day Money-Back Guarantee. Risk-free enrollment.
WE'VE GOT ANSWERS
Clear Up The Details
Making the decision to invest in your financial education is a big step. We want you to feel completely confident before you join the academy. Here is everything you need to know about how the program works, your commitment, and our support.
14-Day Risk-Free Guarantee
Test drive the entire curriculum. If it is not a perfect fit for your goals, we will refund your investment in full.
How much time do I need to commit each week?
Most students spend about 3 to 5 hours per week watching the lessons and completing the exercises. The course is entirely self-paced, so you can easily fit it around your classes and existing schedule.
Do I need prior financial knowledge?
Not at all. The academy is built from the ground up for absolute beginners. We explain every concept in simple, jargon-free language before moving on to advanced strategies.
How long do I have access to the materials?
Once you enroll, you get lifetime access to the core modules and any future updates. You can revisit the roadmap whenever you need a refresher.
What if the course isn't right for me?
We offer a 14-day, no-questions-asked refund policy. If you dive into the lessons and feel it's not a perfect fit, simply let our team know and we will return your investment.
Will I get help if I get stuck?
Absolutely. You will have access to our private community forum where you can ask questions, share wins, and get support directly from our mentors and fellow students.
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© 2026 Prep Wealth Academy. All rights reserved.
Disclaimer: The educational content provided by Prep Wealth Academy is for informational purposes only and does not constitute financial advice.
Workplace Career Training
Don't Get Stuck Because You Weren't Trained
Prep Wealth Academy was created to help the workplace employee break out of one field and grow into new roles — through trustworthy, in-depth professional training you can apply on day one.
2Courses
47+Lessons
76+Test Questions
100%Practical
Our Mission
Built for the Workplace Employee Ready to Level Up
Most employees hit a wall — not because they lack ambition, but because they were never trained in the skills that open new doors. Payroll compliance, timekeeping systems, HR processes: these are the skills employers pay more for, and they are rarely taught in school.
Prep Wealth Academy was founded to change that. We build comprehensive, real-world training programs that give you the exact knowledge you need to cross into new fields, earn promotions, and take control of your career trajectory.
Every course is structured like on-the-job training — detailed, practical, and tested. No fluff. No vague theory. Just the skills you need to show up and perform from day one.
Real-World Focus
Every lesson mirrors actual job responsibilities and workflows used by employers today.
In-Depth Content
No surface-level overviews. We go deep into the systems, laws, reports, and processes you will actually use.
Tested Knowledge
Chapter quizzes and a final exam ensure you actually retain what you learn — not just watch it.
Career Mobility
Gain the credentials and confidence to move into new roles, departments, and opportunities.
Why Prep Wealth Academy
Training That Actually Prepares You
Job-Ready from Day One
Our courses mirror real employer expectations. You learn the exact reports, systems, and workflows used in today's workplaces — not hypothetical textbook scenarios.
Compliance & Accuracy
From FLSA to FICA to state garnishment laws — our payroll and timekeeping content covers every compliance requirement you will encounter in the field.
Quiz After Every Chapter
Retention is built in. Every chapter ends with a quiz and each course concludes with a scored final exam so you leave with demonstrated knowledge, not just familiarity.
Professional Skills Gap
Millions of employees are passed over for roles because they lack exposure to adjacent skills. Our courses bridge that gap — from timekeeping to payroll, HR to finance.
System Walkthroughs
Step-by-step walkthroughs of Workday and ADP give you platform familiarity before you ever sit down at a real desk. See the screens, follow the workflows, build muscle memory.
Expand Your Earning Power
Employees who cross-train into payroll, compliance, and HR analytics command higher salaries and unlock promotion paths that single-skill workers never see.
Our Courses
Choose Your Career Track
Two comprehensive professional training courses. Each includes detailed lessons, chapter quizzes, system walkthroughs, and a final certification exam.
Payroll Compliance
Payroll Compliance Mastery
A real-world training course covering every critical skill needed to work as a Payroll Compliance Analyst — from reports and audits to labor laws and Excel shortcuts.
7 Chapters
35+ Lessons
56 Test Qs
100% Practical
- A Day in the Life of a Payroll Compliance Analyst
- Core Payroll Systems: Workday + ADP
- Critical Reports: Payroll Register, Exception, Tax Liability, GL
- Pre-Payroll, Post-Payroll & Quarterly Audits
- Labor Laws: FLSA, FMLA, FICA, State & Garnishment
- Compliance Risk Management & Documentation
- Excel Shortcuts, Pivot Tables, VLOOKUP & SUMIF
- Full System Walkthrough + Final Exam
Timekeeping
Timekeeping Mastery
A field guide to mastering Track — from the Activity Screen to allocations, equipment, and daily reporting. Includes authentic walkthroughs from the Timekeeper's Playbook.
4 Parts
12 Lessons
20 Test Qs
100% Practical
- Foundations & the Activity Screen
- Daily Time Entry & Allocation Workflows
- Equipment Tracking & Assignment
- Reports: Daily, Weekly & Summary Views
- Common Errors & How to Correct Them
- Supervisor Review & Approval Process
- Compliance Documentation & Audit Trails
- Final Test with Scored Assessment
Student Reviews
Real People. Real Growth.
★ ★ ★ ★ ★
"I had been in the same entry-level HR role for three years. After completing the Payroll Compliance Mastery course, I was able to transition into a payroll analyst position."
★ ★ ★ ★ ★
"The Timekeeping course was exactly what I needed before starting my new job. My supervisor was shocked that I already knew the system."
★ ★ ★ ★ ★
"I appreciated how detailed and honest the content was. This wasn't a generic overview — it was actual job training. I passed my final exam with a 92%."
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Pick up where you left off — your career growth is one lesson away.
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Manage subscriptions →Prep Wealth Academy
Payroll Compliance Mastery
A real-world training course covering every critical skill needed to work as a Payroll Compliance Analyst — from reports and audits to labor laws and Excel shortcuts.
7
Chapters
35+
Lessons
56
Test Qs
100%
Practical
Your Progress
Ch 1
Ch 2
Ch 3
Ch 4
Ch 5
Ch 6
Ch 7
Exam
✕![]()
Prep Wealth Academy
Track Timekeeping
Mastery Course
A 3-part field guide to mastering Track — from the Activity Screen to allocations, equipment, and daily reporting. Includes authentic screenshots from the Timekeeper's Playbook.
3Parts
12Lessons
20Test Qs
100%Practical
Your Progress
Part 1 — Foundations
Part 2 — Allocation
Part 3 — Equipment & Reports
Final Test
Part OneFoundations & the Activity Screen
Why It Matters
Track always opens to today's date — but you are always entering data for the previous work date. Forgetting to change the date is one of the most common (and costly) mistakes a timekeeper makes.
Activity Screen — Activity > Labor Hours > Labor Activity. Note the date fields and In/Out column.
⚡ Rule #1: The very first thing you do every morning is change the date to yesterday's work date before touching anything else.
Your Daily Opening Routine
- Log in to Track. The system defaults to today.
- Change the date in the From/To date fields to the previous work date.
- Check the In/Out column for SCHEDULE statuses before reviewing hours.
- Use filters to narrow your list to the group or employees you need.
Key In/Out Statuses to Know
- SCHEDULE — Employee has no gate activity yet. Investigate before processing time.
- IN — Employee is currently on site (gate scan shows active entry).
- OUT — Employee has clocked out for the day.
- OVR / OVR(I) / OVR(O) — An override has been applied to their record.
- EXCEPTION — Something in their record needs your attention before allocating.
📌 Note on Rehires: Rehires will NOT show a SCHEDULE status but will display their previously assigned skill and schedule. Always contact your hiring center for a schedule or skill change before processing time for rehires.
Part OneFoundations & the Activity Screen
Important Items on the Activity Page
The toolbar has several key functions you'll use every day.
Important Items on Activity Page — In/Out, Calc Net, Details, Show/Hide, and Labor Details functions.
What Is Net Time?
Net Time is the billable hours Track calculates for each employee based on three factors working together:
📅 Schedule
The employee's assigned shift pattern (e.g., 07:00–17:30, Mon–Fri).
💲 Pay Formula
The business rules that determine how hours are calculated and which rate applies.
🚪 On-Site Time
Actual gate scan data — the physical clock-in and clock-out captured by Lenel.
🔁 Calc Net
The button that tells Track to re-run all three factors and produce an updated Net Time.
Show/Hide toggle and Labor Details screen — showing full resource details including gate activity, pay formula, schedule, skill, on-site time, and net time.
How to Run Calc Net
- Check the box next to the employee's name on the Labor Activity screen.
- Click Calc Net in the toolbar.
- Click Proceed. Net Time updates immediately.
- To calc multiple employees at once, check multiple boxes before clicking Calc Net.
- To calc all resources on screen, use "Calculate for All Resources Listed" — but only when Show/Hide is not active.
⚠️ Never calc net all resources while Show/Hide is open. Inactive resources will appear to have on-site time even though their net time is 0.00, which corrupts your data.
Understanding Smart Rounding
Smart Rounding Example — Contract Terms & Conditions for Calculating Net Billable Hours. UP, DOWN, and SMARTLY rounding explained with the 07:02 clock-in scenario.
Track can round net billable hours in three ways. Your contract terms determine which method applies.
- UP: Always rounds in the employee's favor. Example: 9.97 hrs → 10.00 hrs.
- DOWN: Always rounds against the employee. Example: 9.97 hrs → 9.75 hrs.
- SMARTLY: Splits the difference at the midpoint. 9.97 rounds UP to 10.00; if it were 9.92 or below, it would round DOWN to 9.75.
💡 Recalculate After Every Change: If you make any edit to pay formula, schedule, skill, contract, or group after hours have already been calculated, you must run Calc Net again to apply those changes to Net Time.
Check Your Understanding
🧠 Quick Check
An employee on a 07:00–17:30 schedule clocks in at 07:02 and out at 17:30. With a 15-minute rounding rule and the client using DOWN rounding, what is their net billable time?
✅ Correct! Time on site = 9.97 hrs (10.5 scheduled − 0.5 lunch − 0.03 late). With DOWN rounding, 9.97 always rounds DOWN to 9.75 net billable hours — the client keeps the difference.
Part OneFoundations & the Activity Screen
Setting Up Labor Groups
Labor Groups let you organize employees into categories that make review, reporting, and allocation easier.
Setting Up Labor Groups — Resources > Add Resources > Labor Group. Shows the Group Listing with Not In a Group / Group Members panels.
How to Create a Labor Group
Navigate to: Resources → Add Resources → Labor Group
- Type a group name in the "Create New Group" field and click Add.
- In the left "Not In a Group" list, highlight the employees you want to include.
- Click Add >> to move them into the group.
- To remove someone, highlight them in the group list and click << Remove.
Adding a Personnel Identifier (PID)
Adding a Personnel Identifier (PID) — Activity > Labor Hours > Labor Activity. Shows the Labor Information screen with the PID field highlighted.
A PID is your company's unique employee number — it links your internal HR records to Track, and it's required for the Labor Allocation Upload.
Navigate to: Activity → Labor Hours → Labor Activity
- Check the box next to the employee's name.
- Click Edit Resource in the toolbar.
- In the Labor Information screen, enter the number in the PID field.
- Click Save.
💡 Pro Tip: Enter PIDs as soon as a new employee is set up — before you need to run your first allocation import.
Part OneFoundations & the Activity Screen
What Is an Override?
An override is a formal request to adjust an employee's hourly calculation when gate scan data alone doesn't reflect actual work — for example, when someone worked a holdover, was offsite for a drug screen, or arrived early with supervisor approval.
Request Override screen — showing the Override Listing with resource checkboxes, ST/OT/DT hour fields, Override Reason dropdown, and Comments field.
How to Submit an Override
- On the Labor Activity screen, check the box(es) next to the resource(s).
- Click Request Override in the toolbar.
- Select the most appropriate Override Reason (Holdover, Offsite, Drug Screen, Temp Schedule, etc.).
- In the Comments field, enter supporting details including the name of the MPC rep who approved the action.
- Fill in ST, OT, DT hours as applicable, then click Process Overrides.
Attaching documents to overrides — shows the Add Attachment workflow for submitting signed OT Request forms with your override submission.
📎 Attach Documents: You can attach signed OT Request forms or other backup directly to an override submission. Check the employee box → click Add Attachment → select your file → click Upload.
⚠️ Never submit a negative allocation to balance hours. Negative corrections must be handled through an override only.
Part TwoLabor Allocation — The Core Skill
Navigation Path
Allocations → Allocations → Labor Hours
Allocating Labor — Allocations > Allocations > Labor Hours. Shows the Allocate Labor screen with Resources list, Available hours, PO#, WO#, and Submit button.
How to Manually Allocate One Resource
- Select the correct Organization and Group from the dropdowns.
- Set the date to the previous work date.
- Click on the employee's name in the Resources list to highlight them.
- Enter the Purchase Order (PO#) in the Purchase Order Line Item field.
- Enter the Work Order (WO#) in the Work Order field.
- Optionally fill in the Extra field (invoice number, payment app reference, etc.).
- Review that Area and Agreement are correct — do not change Area.
- Click Submit.
Allocation rules — Never edit the Area field, allocations must always end in 0 or 5, and common causes of negative allocations.
⚠️ Critical Rules:
• NEVER edit the Area field. It controls approval routing.
• Allocations must always end in a 0 or 5 (e.g., 9.50, 10.00, not 9.97).
• Most sites expect allocations for the previous day to be complete by 10:00 AM.
• NEVER edit the Area field. It controls approval routing.
• Allocations must always end in a 0 or 5 (e.g., 9.50, 10.00, not 9.97).
• Most sites expect allocations for the previous day to be complete by 10:00 AM.
💡 Multiple WO#s: You can split one employee's hours across multiple Work Orders. After entering the first WO and hours, the remaining Available Hours reduce automatically.
Quick Check
🧠 Quick Check
An employee has 10.25 available net hours. You need to allocate them. Which amount is NOT acceptable per Track rules?
✅ Correct. 10.13 does not end in 0 or 5. Allocations must always end in .0 or .5.
Part TwoLabor Allocation — The Core Skill
When to Use the Upload
When you have a large crew, the M-Allocation Import Form (Excel) lets you allocate all employees in one import instead of one by one.
Using Labor Allocation Upload — 19-step process from running the M-Allocation Import Form through verifying the Not Allocated Report.
Upload Process
- Run the M-Allocation Import Form (Excel) report in Track.
- Review all columns and fill in PO#, WO#, skill, and hour amounts.
- If allocating to multiple WO#s, insert rows and copy/modify data. Remove the total row before importing.
- Enter invoice or payment reference numbers in the Extra Field (optional).
- Save the file, then open Track → Settings → Utilities → Track Import.
- Open the Import Template, paste your data (Row 2 and down, paste special values only), and save.
- Set Import Type = Allocation, Delimiters = Excel, click ANALYZE first, then browse to your file and click Import.
- Refresh until the import shows as processed and a log file appears.
- Run your Not Allocated Report to confirm all hours were captured.
⚠️ If MULTIPLE allocations exist for one person, remove the TOTAL HOURS row before importing. Leaving the total in causes double-allocation errors.
💡 Import errors? Run the "Import Error Log" report using your import ID to see exactly what failed. Fix the issues, re-analyze until it shows success, then import again without checking Analyze.
Part TwoLabor Allocation — The Core Skill
Setting Up Auto-Allocation
For employees who always work the same PO/WO, you can set a standing auto-allocation so Track pre-fills their allocation data daily.
Navigate to: Schedule → View Schedule → Labor Schedule
Auto Allocation — Schedule > View Schedule > Labor Schedule. Shows the Add Auto-Allocation panel with date range, Order Type, PO#, WO#, and Assign button.
⚡ Important: Auto-allocation only populates when you touch/highlight the resource name on the allocation screen. It won't pre-fill on its own.
Accepting Allocated Costs
Navigate to: Allocations → Acceptance → Labor
Accepting Allocated Costs — Allocations > Acceptance > Labor. Shows the Accept/Unaccept Items workflow and the green accepted rows.
- Enter the date and click Go.
- Check boxes next to the employees whose allocations you're accepting (or click Check All).
- Click Accept/Unaccept Items. Accepted rows turn green.
- To unaccept, uncheck the box and click the same button — rows return to white.
📅 Expectation: GBR expects billing to be balanced and accepted within one week.
Handling Rejected Allocations
Resolving Rejected Allocations — shows the Rejected Allocations report and the unaccepting workflow. Resources with rejections show an 'R' next to their name.
When an approver rejects an allocation, a message appears on your Track home screen. Run the Rejected Allocations report at least once per day.
⚠️ Rule: Regardless of the reason for rejection, the allocation MUST be unaccepted before any correction can be made.
Part ThreeEquipment, Material & Reporting
What Is an RER?
MPC requires a Rental Equipment Record (RER) for every piece of contractor-owned equipment billed through Track's Equipment Module.
Sample Rental Equipment Record (RER) — Marathon Petroleum Company LP form showing all required fields including VIN/Equipment ID, dates, rates, and authorization signatures.
Adding Equipment to Track
Navigate to: Resources → Add Resources → Add Equipment
Adding Equipment into Track — Resources > Add Resources > Add Equipment. Shows the New Equipment form with Group, Type, and VIN/Unique ID fields. Equipment is NOT billable until the Equipment Coordinator turns it on.
- Run the Equipment Rates by Contract report first to verify Group and Type.
- Select the correct Group and Type.
- Enter the VIN / Unique ID — this must match what's on the RER exactly.
- Click Add. An error pop-up will appear — ignore it. Confirm the item now shows in the Equipment Listing below.
⚠️ Equipment is not billable until the Equipment Coordinator has reviewed the RER and turned it on in Track. Submit your RER early.
Part ThreeEquipment, Material & Reporting
Entering Hours
Navigate to: Activity → Equipment Hours
Entering Equipment Activity Hours — Activity > Equipment Hours. Shows Organization, Agreement, Group, Type, Equipment list, Timesheet Date, IN Time (HHMM), and OUT Time (HHMM) fields.
⚠️ Date Sequence is Critical: Equipment must be entered and allocated in strict date order. Never skip a billable day. If you accidentally enter out of order and allocations haven't been authorized yet, delete the allocations, run Re-Calculate Day and Re-Calculate Week, then re-enter the skipped date.
Setting Up Equipment Operator
Setting Equipment Up with Operator — Schedule > Assignment > Equipment Operator. Shows how to highlight the equipment ID, choose the operator name, and set a date range.
Setting Equipment to a Schedule
Setting Equipment to Schedule — Schedule > Assignment > Equipment. Useful for daily-use equipment with consistent hours (8, 10, or 12 hour shifts).
Allocating Equipment Hours
Navigate to: Allocations → Allocations → Equipment Hours/Costs
Allocating Equipment — Allocations > Allocations > Equipment Hours/Costs. Shows the 15-digit PO# field, 7-digit WO# field, and the required GL Account 5401040.
- Select Agreement, Allocation Date, Group, Type, and Equipment Item.
- Enter the 15-digit PO# in the Purchase Order Line Item field.
- Enter the 7-digit WO# in the Work Order field.
- Enter GL Account 5401040 — this is REQUIRED for equipment.
- Optionally use the Extra field for payment reconciliation.
- Click Allocate.
💡 Batch Tip: You can highlight up to 3 equipment items at once if they share the same PO and WO.
Equipment Auto-Allocation & Details
Equipment Auto-Allocation — Schedule > View Schedules > Equipment Schedule. Requires GL Account 5401040 and hours (8, 10, or 12).
Equipment Details — Equipment Hours screen showing Show Details button. Also shows Re-Calculate Hours and Re-Calculate Weekly functions for fixing out-of-order entries.
Part ThreeEquipment, Material & Reporting
Entering Material Used
Navigate to: Activity → Material Used
Entering Material — Activity > Material Used. Shows the Material Used screen with Item, Charges Description, Item Rate, Unit Price, Unit, Quantity, Tax, and Receipt Reference # fields. Wait for green dot/circle before clicking Add.
- Run the Material Rates by Contract report first to identify your Group and Item.
- Select Organization, Agreement, and Group (click to highlight).
- Select the Item.
- Enter a Charges Description.
- Set the Item Rate (Receipt - Purchase for Job or similar).
- Enter Unit Price, Unit (Each, LF, etc.), and Quantity. If the unit price is already a total cost, set Quantity to 1.
- Enter Tax (enter 0 if no tax applies).
- Enter the Receipt Reference # — must match the uploaded invoice name exactly.
- Wait for the green dot/circle to confirm upload before clicking Add.
Allocating Material Charges
Navigate to: Allocations → Allocations → Material Charges
Allocating Material — Allocations > Allocations > Material Charges. Shows the Allocate Material Charges screen with Agreement, Group, Material Item, PO#, WO#, and Allocate button.
- Select Agreement, Allocation Date, Group, and Material Item.
- Enter the 15-digit PO# and 7-digit WO#.
- Use the Extra field for payment tracking (optional).
- Click Allocate.
Part ThreeEquipment, Material & Reporting
Not Allocated / Not Accepted Reports
Not Allocated/Not Accepted Reports — Allocations > Not Allocated Reports > Labor, Equipment, or Material. Select org, group, date range, and click View.
Frequently Used Reports
Frequently Used Reports — complete reference table showing all Track reports including Daily Activity, Equipment Daily Activity & Costs, M-Allocation Import Form, M-Track Reconciliation Report, Total Hours Detail Per Person, and more.
Must-Know Reports
- Daily Activity — Personnel clock-in/out times, schedule, on-site time. Run to spot Early/Late flags.
- Not Allocated / Not Accepted Reports — Your safety net. Run every day.
- Rejected Allocations — Run at least once daily.
- M-Allocation Import Form (Excel) — Pre-populated crew list for bulk allocation imports.
- Equipment Daily Activity & Costs — Verify equipment billing and correct monthly rates.
- Total Hours Detail Per Person — ST/OT/DT per person per day. Pull weekly to monitor 40+ hours.
- M-Track Reconciliation Report — Vendor-facing report for reconciling payments against authorized billing.
- Allocated and Not Authorized — Shows pending allocations awaiting approver sign-off.
Daily Workflow Checklist
Contractor Timekeeper Checklist — complete daily checklist for Labor, Material, and Equipment tasks.
⚙️ Labor
✓ Check rejected allocations & overrides
✓ Identify new resources / submit PRF
✓ Review prior day labor hours
✓ Submit overrides if needed
✓ Allocate labor by 10 AM
✓ Run Not Allocated report
✓ Accept hours weekly
✓ Run daily reports
🔧 Equipment
✓ Check rejected allocations
✓ Enter new equipment VIN
✓ Submit RERs to coordinator
✓ Enter equipment hours
✓ Allocate equipment hours & costs
✓ Run Not Allocated report
✓ Accept equipment costs
✓ Run Not Accepted & daily reports
📦 Material
✓ Check rejected allocations | ✓ Add material for timesheet date | ✓ Attach receipt backup | ✓ Allocate material costs | ✓ Run Not Allocated → Accept → Not Accepted → Daily reports
Final Check
🧠 Final Quick Check
When allocating equipment in Track, what GL Account number is REQUIRED for equipment hours/costs?
✅ Correct! GL Account 5401040 is required for all equipment hour and cost allocations.
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