Rate Tables
Use the Rate Tables settings form to set up special billing and cost rates for labor and expenses.
Use rate tables to calculate billing rates on invoices, billing extensions on project reports, and billing and cost rates in planning. You can also use them to calculate WIP for revenue generation and create service estimates.
Here are examples of how you might use rate tables:
- By Type of Project: Your enterprise may want different labor rate tables based on the type of project, such as government or private.
- By Tax Year: Your enterprise 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 enterprise 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.
Rate 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, DPS applies the correct rate or markup to each employee or account based on a billing terms and billing table hierarchy.
Types of Rate Tables
DPS has three types of rate tables:
- Billing Labor Tables: Use billing 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.
- Billing Expense Tables: Use expense tables to assign markups to accounts or to group expenses by category or by vendor.
- Cost/Pay Labor Tables: Use cost/pay labor tables to assign labor cost and pay rates based on the employee, employee category, or labor code.
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 rate table that you think you should see, contact your DPS administrator. Your DPS 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 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 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.