Contents of the Billing Labor Rate Tables Form
Enter a table number and name and set the effective date and rate for the table.
Contents
The fields and options in this section display at the top of the form.
Rate table search
Field | Description |
---|---|
Searches | Use the
Searches drop-down list to find and select the existing billing labor rate table to review or edit. Type a rate table name in the search field or click
![]()
|
![]() ![]() |
Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
Field | Description |
---|---|
+ New Rate Table |
Click + New Rate Table to create a new billing labor rate 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
![]() Click
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 detail 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
![]() |
Choose an option from the drop-down list:
|
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 | Select this check box to make the table available for selection as a source of labor rates for 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 planning. |
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 rate 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 |
---|---|
Organization, Principal, Project Manager, Supervisor, Code | Use these Lookup fields to associate an organization, principal, project manager, supervisor, or billing rate table code with the selected billing rate 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:
|
Employees Grid
Field | Description |
---|---|
Employee | This field displays the name of the employee to whom the rate applies. |
Effective Date | Enter the date to begin using this rate. You can enter multiple rates for the same employee, with different effective dates, to create a schedule of rates. To create a default rate for an employee with multiple rates, leave this field blank for one of the employee's entries.
This field is available only if Enable Effective Dates for Labor Billing Rates is selected from the Options form in , under Detailed Transactions. |
Rate | Enter the rate you want to bill for the rendered work of the employee, up to four decimal places. |
![]() |
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:
|
Filter
![]() |
Click
|
+ Add Employees |
Click + Add Employees to select employees from the Employee Lookup dialog box. Click Select and enter the effective date and rate to create a new employee rate entry to the billing labor rate table. |