Costpoint Online Help

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Manage Rate Sequence Orders

Use this screen to define the order in which Costpoint selects labor rates for revenue and billing and for the selection of source projects.

The Load Labor Rates screen uses this screen to determine the order in which rates are loaded into the Open Billing Detail and Labor History tables. Set up this screen at each level of the project where labor is charged for all projects that use loaded labor formulas for revenue or billing. You can sequence up to four billing rate tables starting with the least detailed (C) up to the most detailed (PVC or PEC). The order in which these rates are found is determined by this application at the project charging level and is dependent upon the sequence numbers entered here. You can set up labor rates on the following screens:

  • Manage Project Labor Categories (PLC) screen: Use this screen for company-wide PLC billing rates.
  • Link Project Labor Category Rates to Projects screen: Use this screen for project-specific PLC billing rates.
  • Link PLC Rates to Employee/Vendor screen: Use this screen for rates for vendors and vendor employees as well as employees. Employee billing rates contain billing rates that are project and employee specific (PEC). Vendor billing rates contain billing rates that are project and vendor/vendor employee specific (PVC).

Within this screen, you must define a source project unless you are using a Rate Table of C, in which case no source project is allowed since there is only one company-wide rate table. The Link Project Labor Category Rates to Projects screen and the Link PLC Rates to Employee/Vendor screen (if used) must be established at the source level project indicated so that billing rates can be loaded.  

If you selected the Use Top Level Work Force check box on the Basic Info tab of the Manage Project User Flow, you can select your source project as your top level project. This is not necessary but may save some setup time since your workforce and PLC defaults were previously established at this level.

To provide flexibility and ease of setup, the source project specified in the Rate Sequence table can be that of another project. This means the billing rate tables could be established for a generic project and, if subsequent projects or other tasks within the same project use the same billing rates, the generic project could be referenced as the source project, with no need to re-enter the same data.

Use this screen whenever the billing and/or revenue formula you are using is a T&M formula and PLCs have been established. It must be maintained for billing rate modifications or modifications to the order in which billing rates are used by the Load Labor Rates process and must exist at each level of the project where labor is charged.

This screen is also available as a subtask of the Manage Project User Flow: Def Rate Seq.