Add a Labor Category Table

Create a billing labor category table when you need to associate billing rates with labor categories that are assigned to employees.

The billing rates in these tables are used to calculate the monetary amount of an employee's billable labor that is entered on a timesheet. The billable labor amount is included on a billing invoice. The billing labor category tables apply for labor on a timesheet if the labor is entered for a project that bills labor by labor category and if there is no override table specified in the project's billing terms (or the employee is not included in an override table specified in the project's billing terms).

To add a new billing labor category table:

1. In the Navigation pane, select Settings > Rate Tables > Billing Labor Categories.
2. Click + New Rate Table.
3. Enter a table name and number. Specify the currency to be used in the rate table.
4. Optional. Enable Available for Planning Estimates to make the table available on the Planning Rates tab in Planning.
5. Optional. In the Properties lookup fields, associate organizations and employees with the labor rate table.
6. In the Categories grid, select a category from the drop-down list and specify the rate you want to bill for work performed within the category.
7. Optional. If you use effective dates for billing rates, enter a date in the Effective Date field for each row that you insert on the grid.
8. Click Save.