RETRIEVE LABOR RATES

Use this screen to create billing rate info to be used for the billing rate tables in Resource Planning. The application processes the T&M rate sequence and billing rate tables in Costpoint for the selected projects to create a set of rates that can later be downloaded into Resource Planning and applied to costs in the project plans.

Before running this application, you must have entered the billing rates in Costpoint and set up the T&M rate sequence table for the projects to be selected. You must complete this process before running any interface instances that include the rate tables.

Select Project

Range Option

From the drop-down box, select the range of projects for which billing rates will be processed. Options are "All," "One," "Range," "From Beginning," and "To End."  The default for this field is "All."

From, To

Enter the starting (in the From field) and ending (in the To field) project IDs to be processed. When you use Lookup in either field, you can choose from a list of existing project IDs in Costpoint.

Effective Date

Enter the date used to retrieve the labor rates.

Process employee and vendor specific rates

Select this checkbox to process employee and vendor-specific billing rates. If you do not select this checkbox, only company-wide and project-specific rates will be processed.

Clear all rows before processing

Select this checkbox to delete all rows from the interface worktable(s) before processing. If you do not select this checkbox, only those rows associated with the projects being processed will be deleted.

Processing Logic

This process populates the EP_EVLAB_CAT_RATE (for employee and vendor-specific rates) and EP_LAB_CAT_RATE (for company-wide and project-specific rates) tables in accordance with the T&M rate sequence defined for any given project. 

The rate sequence (TM_RT_ORDER) table can contain four possible types of rows for a given project.

1. C - Company Wide Rate

2. PC- Project Specific Rate

3. PVC - Project Vendor Rate

4. PEC - Project Employee Rate

The application uses "C" and "PC" type rows to generate the rows for EP_LAB_CAT_RATE.

If you selected the Process employee and vendor specific rates checkbox, you can use a PC-type row to create a default row for EP_EVLAB_CAT_RATE based on an employee default billing labor category for the project (set up in PROJ_EMPL_LAB_CAT) or the overall default labor category in EMPL_LAB_INFO. If you select the checkbox, the application will also use PEC and PVC type rows to generate the rows for EP_EVLAB_CAT_RATE.

Populating EP_LAB_CAT_RATE

Company-wide rates are processed first. Labor categories and billing rates are selected from the LAB_CAT_RT_SCH table where the effective billing rate date falls within the range specified.  Each project with a "C" rate type in the T&M rate sequence will be processed and added to the worktable with all of the labor categories and billing rates that fell in the correct date range.

Project-specific rates are processed next. Labor categories and billing rates are selected from the PROJ_LAB_CAT_RT_SC table for the source project in the T&M rate sequence, where the effective billing rate date falls within the range specified.  Each project with a "PC" rate type in the T&M rate sequence will be processed and added to the worktable with all of the labor categories and billing rates that fell in the correct date range.

Once company-wide and project-specific rate sequences have been processed, the application inserts the lowest sequence number (i.e., the rate that was found first) into EP_LAB_CAT_RATE. Note that this table will include rates only if a "C" or a "PC" rate sequence is found.

Populating EP_EVLAB_CAT_RATE

This table holds employee and vendor-specific billing rates. It will be populated primarily from the PROJ_EMPL_RT_SCH and PROJ_VEND_RT_SCH tables if PEC and/or PVC rate sequences are defined.  However, employee rates may be generated based on default labor categories and billing rates from PROJ_EMPL_LAB_CAT or PROJ_EMPL and EMPL_LAB_INFO to ensure that there is rate data for each employee assigned to the project, even if employee-level rates were not defined.

To process employee-specific rates, the application first selects labor categories, employees, and billing rates from PROJ_EMPL_RT_SCH for the projects being processed where the effective billing rate date falls in the specified range and a rate type of "PEC" is specified. If the particular employee does not have a rate set up, the application will create a row based on the employee's default billing labor category for this project (set up in PROJ_EMPL_LAB_CAT) or his overall default labor category in EMPL_LAB_INFO.

To process vendor-specific rates, select labor categories, vendors, and billing rates from PROJ_VEND_RT_SCH for the projects being processed where the effective billing rate date falls in the specified range and a rate type of "PVC" is specified. 

Once the above processes are complete, the application inserts the lowest sequence number (i.e., the rate that was found first) into EP_EVLAB_CAT_RATE by employee and vendor.

Error Messages and Conditions