Copy an Existing Cost/Pay Labor Rate Table

You can copy an existing cost/pay labor rate table to use as basis for a new one.

To copy an existing cost/pay labor rate table:

  1. In the Navigation pane, select Settings > Rate Tables and choose one of the following:
    • Cost/Pay Labor Rates
    • Cost/Pay Labor Categories
    • Cost/Pay Labor Code
  2. Use the rate table lookup to open an existing rate table.
  3. On the Actions bar, click Other Actions > Copy.
  4. Enter a name for the new cost/pay labor rate table.
  5. In the Table Number field, enter an alphanumeric code to associate with the table.
  6. From the Rate Type drop-down list, select one of the following options:
    • Cost Rate: Select this option if the table will be used for project costing only.
    • Pay Rate: Select this option if the table will be used for payroll only.
    • Select Both if the table will be used for both project costing and payroll purposes.
  7. Add a row on the grid and use the lookup to select employee, category, or labor code mask.
  8. In the Effective Date field, select an effective date or leave the effective date blank.
    In any given table, you can have only one entry per employee, category, or labor code mask with a blank effective date. This serves as the default rate for this employee, category, or labor code mask when this particular pay rate table is in use.
  9. Enter rate information for each employee, category, or labor code mask.
  10. Repeat steps 7 through 9 to add rates with different effective dates for the employee, category, or labor code mask.
  11. Click Save.