Add a Cost/Pay Labor Category Table

Create a new cost/pay labor category table when you need to associate labor cost/pay rates with employee categories, such as Principal, Project Manager, or Senior Consultant.

To add a new labor category table:

  1. In the Navigation pane, select Settings > Rate Tables > Cost/Pay Labor Categories.
  2. Click + New Rate Table.
  3. Enter a table name and number.
  4. In the Rate Type field, select the rate type of the table from the following options:
    • Cost Rate: Select this option if Payroll is not installed.
    • Pay Rate
    • Both
  5. Specify the currency to be used in the rate table.
  6. Optional. In the Properties lookup fields, associate organizations and employees with the cost/pay labor category table.
  7. 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.
  8. 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.
  9. Click Save.