Contents of the Billing Labor Category Tables Form

Enter a table number and name and set billing rates for the labor categories.

Contents

The fields and options in this section display at the top of the form.

Field	Description
Rate table search	Use the field next to the form title to search for and select an existing billing labor category table to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all billing labor category tables to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the billing labor category tables returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the billing labor category tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Rate Table	Click + New Rate Table to create a new billing labor category table.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system.
Edit	Click this button to open all fields in the form for editing.
Other Actions	Click this option and choose an option from the drop-down list: Copy: Select this option to copy the details of the currently displayed rate table. Export All: This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View. Delete: Select this option to delete the currently displayed rate table.

Header Information

Field	Description
Table Name	Enter a name for the table. The name displays in place of the table number on all drop-down lists for rate tables in Billing Terms Setup.
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Available for Planning Estimates	Select this check box to make the table available for selection as a source of labor rates for project service estimates and project plans. This option is only available if the Resource Planning module is activated. If that module is not activated, all tables are available for service estimates and plans.
Currency	If you use multiple currencies, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the category table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vantagepoint displays a prompt to indicate that you cannot change the currency.

Properties

Field

Description

Code, Organization, Principal, Project Manager, Supervisor

Use these fields to associate an organization, principal, project manager, supervisor, or billing rate table code with the selected billing category table. Only users with record access rights have access to the selected table when entering billing terms, working on project plans, or entering project service estimates. You can limit the tables available to a particular user with the following lookup criteria: Code: Select a code from the drop-down list. Codes are defined in the Billing Rate Table Code Table (Settings > Organization > Codes). Organization: Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal-In-Charge: Select a principal on the employee lookup. Project Manager: Select a project manager on the employee lookup. Supervisor: Select a supervisor on the employee lookup.

Categories Grid

Use this grid to add labor categories and their billing rates to the labor category table. Click + New Labor Category below the grid to add labor categories to the grid.

Field	Description
Category	Select the labor category number of a labor category to add to the labor category table. The list of labor categories in the drop-down list is maintained in Settings > Labels and Lists > Lists. You can enter a new labor category, not present in Settings > Labels and Lists > Lists if the labor category is for one-time use in this labor category table only. Deltek recommends that you match labor category numbers to the same descriptions from table to table, and change just the rate to avoid confusion when employees select labor categories to record time worked.
Description	This field prefills with the description of the labor category that you entered in the Category field. Or, if you entered a new labor category for this labor category table only (the category is not entered in Settings > Labels and Lists > Lists) enter a description for the category in this field , such as Project Manager, Architect, and so on. The labor category's description appears on billing invoices when you select By category as the labor sorting option in the First Labor Sort field on the Labor tab in Billing Terms for a project.
Effective Date	Enter the date to begin using this rate. You can enter multiple rates for the same category, with different effective dates, to create a schedule of rates. To create a default rate for an category with multiple rates, leave this field blank for one of the category's entries. This field is available only if Enable Effective Dates for Labor Billing Rates is selected from the Options form in Settings > Billing > Options, under Detailed Transactions.
Rate	Enter the rate you want to bill for work performed by employees in this labor category, up to four decimal places.
Sequence	Enter a number by which to sort categories, using up to five numeric characters. The number you enter must be between 1 and 32,767. The sequence number is for reference only and does not display on the invoice.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row: Delete: Choose this option to delete the employee rate entry. Copy: Choose this option to copy the employee name and rate details as a new employee rate entry, excluding the effective date.
Filter	Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ New Labor Category	Click + New Labor Category to create a new labor category entry. Choose a category from the drop-down list and enter the rate and overtime percentages. Press Enter or click outside the row to add the new entry to the cost/pay labor category table.

Employee Overrides in <Category Description> Grid

The contents of this grid apply for the specific labor category that you select (click) in the Categories grid. The Employee Overrides grid name changes to display the description of the labor category that you select in the Categories grid. For example, if you select a labor category with "Senior Engineer" as its description, the name of the grid changes to Employee Overrides in Senior Engineer.

Use the Employee Overrides grid to specify the employees for whom you want to override their default labor category with the labor category that you selected in the Categories grid. This allows you to override an employee's default labor category for a particular project that you assign this labor category table to.

The default labor category for an employee is entered on the Employment Details tab in the Employees hub.

As alternatives to using the Employee Overrides grid to set up overrides for employees' default labor categories, you can do either of the following:

• In Settings > Time > Options select Name in the Labor Category field to allow employees to override their default labor category that prefills when they enter timesheets.
• Set up labor override tables in Settings > Rate Tables > Billing Labor Overrides. These tables contain only override labor categories that will override employees' default labor categories when they work on a particular project. Labor override tables can allow you to manage fewer labor category tables across projects while using an override table for the exceptions..

Field	Description
Employee Number	This field displays the employee number for the employee to whom the rate applies.
Employee Name	This field displays the name of the employee to whom the rate applies.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to delete the expense entry.
+ Add Employees	Click + Add Employees to select employees from the Employee Lookup dialog box. Click Select to add the employee to the override grid for the selected category.