Billing Rate Tables
Set up tables that include special billing rates or markups for labor and expenses charged to a project.
Billing rate tables are used to calculate billing rates on invoices, billing extensions on project reports, and billing rates in planning. They can also be used to calculate WIP for revenue generation and used for creating a service estimate.
Here are examples of how you might use rate tables:
- By Type of Project: Your company may want different labor rate tables based on the type of project, such as government or private.
- By Tax Year: Your company may have separate rate tables for different tax years. For example, for jobs set up in the 2017 tax year, you use a 2017 rate table, and for jobs set up in the 2018 tax year, you use a 2018 table.
- By Type of Employee: Your company may want a particular employee or type of employee to be billed differently for a project, based on the task that the employee is performing on that project.
Billing tables can be project-specific or available to all projects. Whether you create tables for all projects to use, or on a project-by-project basis, use the Billing Terms form to associate tables with projects.
When the project is billed, Deltek applies the correct rate or markup to each employee or account based on a billing terms and billing table hierarchy.
Types of Billing Tables
Deltek has two types of billing tables:
- Labor Rate Tables: Use labor rate tables to assign labor billing rates based on the employee, employee category, or labor code, or to make an exception to an employee's typical pay rate.
- Expense Tables: Use expense tables to assign markups to accounts or to group expenses by category or by vendor.
Effective Dates
Use the effective dates feature to establish a schedule of rates at which employee labor is billed throughout the course of a project. You can establish multiple billing rates for the same employee, each rate associated with a different effective date.
Security and Access Rights
If you do not see a particular billing rate table that you think you should see, contact your Deltek administrator. Your Deltek administrator can limit access to billing rate tables so that you can view and/or update only the billing rate tables you use, rather than all billing rate tables.
The administrator sets access rights from the Record Access tab of in the desktop application.
Two types of access rights can be set for billing rate tables:
- Record Level View access determines the billing rate tables that are available for you to view in Billing Terms, Opportunity Service Estimates, and Project Planning.
- Record Level Update access determines the billing rate tables that are available to you from the billing rate table forms (). You must also have access to the Billing Rate Table menu option (on the General tab of the Roles form).
Multiple Currencies and Rate Tables
When you set up Billing Terms for a project, you can only use rate tables with the same billing currency as the project.
Multiple Companies and Rate Tables
You can set up and use billing rate tables to provide rates for intercompany billing of labor and expense charges. On the labor and expense tabs of the Intercompany Billing Setup form ( in the desktop application) or on the Intercompany Billing tab of the Projects hub for a specific project, select one of the billing table rate methods, then select the specific billing rate table.