Labor Plan Settings Dialog Box

Use the Labor options on the Plan Settings dialog box to specify the calendar scale, multipliers, and cost and billing rates and methods for your plans.

This dialog box automatically displays when you create a new Navigator plan or you convert a Vision plan to a Navigator plan.

Your role must have the Allow changes to rate/method tables setting selected on the Planning tab in Vision > Configuration > Security > Roles for for the generic method, cost rates, and billing rates options to be editable. If you do not have Vision Resource Planning module, the option is on the Navigator tab.

Location

To display the Labor Plan Settings dialog box, complete the following steps:

1. Select a project.
2. Click and select Plan Settings. The Plan Settings option does not display if the plan is a Vision plan or if you do not have appropriate access rights.
3. Navigator automatically checks out the plan when the Plan Settings option is selected, you have appropriate access rights, and no one else has the plan checked out.
4. Select the Labor option. The Labor Plan Settings fields display.

Contents

Field	Description
Calendar Scale	Use this field to determine the calendar periods planned labor is spread into. If the scale is changed, any existing planned hours will be re-spread across the new periods.
Target Multiplier	Optional. Enter the project's target cost multiplier. You can view this value in the Target Multiplier field on the Labor Planning page.
Generic Method	This option determines which type of generic resources will be used in the plan. Use the drop-down list to select Labor Category or Labor Code.
Cost Rates	For Navigator plans, cost rates determine the planned labor cost used to calculate the EAC Multiplier. The planned labor cost is not visible in Navigator; however, your Vision Role Security settings could allow the planned labor cost to be visible when the Navigator plan is viewed in Vision Project Planning or in Vision Reporting.
Recalculate	Select this option to apply the current settings and recalculate the employee and generic resource planned costs. You must click Finish for the recalculation to occur.
Rate Method	Use this drop-down list to select a labor cost rate method for employees. If you select a rate method other than From Employee Provisional Rate, you must also specify a rate table. The employee provisional cost rate is assigned for each employee in Vision > Info Center > Employee. If you use Vision Multicurrency and From Employee Provisional Rate is selected, the employee's provisional cost rate for planned hours is used if the functional currency for the employee's home company matches the plan's project cost or billing currency. If not, the employee's hourly cost rate for the plan is set to zero.
Rate Table	This option is available if you specify a method other than From Employee Provisional Rate in the Rate Method field. Use this lookup to select the pre-defined rate table for cost rates for employees' planned hours. The lookup list only includes rate tables for the selected rate method that you can access and that are marked as available for planning in Vision > Billing > Billing Rate Tables. This option defaults to None if the currency assigned to the rate table does not match the project's currency that is defaulted by the Use billing currency not project currency option in Vision > Accounting > System Settings. If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency is excluded from the lookup. The plan's currency is determined by the Use billing currency not project currency option in Vision > Configuration > Accounting > System Settings..
Generic Table	Use the lookup to select a pre-defined rate table for your plan's generic resource cost rates. Only the rate tables for the selected generic method that you can access, and that are marked as available for planning in the Vision > Billing are included in the lookup list. If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency is excluded from the lookup. The plan's currency is determined by the Use billing currency not project currency option in Vision > Configuration > Accounting > System Settings. This option defaults to None if the currency assigned to the rate table does not match the currency that is defaulted by the Use billing currency not project currency option.
Billing Rates	For Navigator plans, billing rates determine the planned labor bill amounts or what the client will pay for the services your firm provides. Navigator displays the billing value of the planned hours. The labor billing rates are not visible in Navigator; however, your Vision Role security settings could allow labor billing rates to be visible when the Navigator plan is viewed in Vision Project Planning or in Vision Reporting.
Recalculate	Select this option to apply the current settings and recalculate the employee and generic resource planned bill amounts. You must click Finish for the recalculation to occur.
Rate Method	Use this drop-down list to select a billing rate method for employees. If you select a rate method other than From Employee Provisional Rate, you must also specify a rate table. The employee provisional bill rate is assigned for each employee in Vision Employee Info Center. If you are using Vision Multicurrency and From Employee Provisional Rate is selected, the employee's provisional billing rate for planned hours is used if the functional currency for the employee's home company matches the plan's project cost or billing currency. If not, the employee's hourly rate for the plan is zero.
Rate Table	This option is available if you specify a method other than From Employee Provisional Rate in the Rate Method field. Use this field to select the pre-defined rate table for billing rates for employees' planned hours. The lookup list only includes rate tables for the selected rate method that you can access and that are marked as available for planning in the Vision > Billing > Billing Rate Tables. If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency is excluded from the lookup. The plan's currency is determined by the Use billing currency not project currency option in Vision > Accounting > System Settings. This option defaults to None if the currency assigned to the rate table does not match the currency that is defaulted by the Use billing currency not project currency option.
Generic Table	Use the lookup to select a pre-defined rate table for your plan's generic resource bill rates. Only the rate tables for the selected generic method that you can access, and that are marked as available for planning in the Vision Billing application, are included in the lookup list.
Multiplier	Enter the billing multiplier, using a maximum of four decimal places. The calculation for applying this multiplier is: Labor Billing Amount = Planned Hours * Billing Rate * Billing Multiplier Note: If the Rate Method is set to None, the Multiplier is automatically set to 1.0000 and cannot be changed.
Finish	Click Finish to save your entries on all Plan Settings pages. A dynamic confirmation dialog box displays. Follow the prompts to confirm your changes. Some of these changes include: If plan hours already exist and the scale is changed, the resource's ETC hours are spread evenly across the given range. If labor rate settings are changed and the Recalculate option is selected, Navigator retroactively calculates the planned cost and/or billing values for employees and/or generic resources. If labor rate settings are changed but the Recalculate option is not selected, Navigator leaves the existing planned amounts as they were. The new rate settings will be applied for planned values as new entries are created. If consultant rate settings are changed and the recalculate option is selected, Navigator retroactively calculates the planned bill amount for reimbursable consultants. If expense rate settings are changed and the recalculate option is selected, Navigator retroactively calculates the planned bill amount for reimbursable expenses. If you published the plan prior to making changes and decide that you are not happy with the changes, you can revert the current plan back to the published plan if you have not published since making the changes.