If your enterprise uses labor categories, you create a master list of labor categories and descriptions.
Labor categories can determine the billing rate to use for the
employee's billable labor that is entered on timesheets. You specify billing rates for labor categories in
. You specify a default category for an
employee on the Employment Details tab in the
Employees hub.
If you have multiple companies in
Vantagepoint, the labor categories that you create using these steps apply to all the companies.
To set up labor categories:
-
In the Navigation pane, click
.
-
On the Lists form, enter
Labor Category in the
Lists field or scroll to
Labor Category in the Field list.
-
Hover over
Labor Category and click
.
-
In the Labor Category Settings dialog box, click
+ Add Entry below the grid to add a labor category in the grid.
-
In the
Value field, add a description for the labor category, such as Architect, Senior Engineer, and so on.
-
If you use
Vantagepoint and do
not use Costpoint integration, complete the following:
-
In the
Category field, enter a unique number by which to identify the labor category.
You must enter numbers, not letters.
-
Leave the
Code field blank.
-
If you use
Vantagepoint and Costpoint integration, complete the following:
-
Leave the
Category field blank.
-
In the
Code field, enter a unique code for the labor category that contains numbers, letters, or a combination of both.
-
Repeat steps 4–7 to add more labor categories.
-
When you finish, click
Save.
After you save and close the Labor Category Setting dialog box:
- If you entered a category and not a code (you do
not use Costpoint integration):
Vantagepoint automatically assigns the category number as the code for a labor category.
- If you entered a code and not a category (you use Costpoint integration):
Vantagepoint automatically assigns the next numeric number as the category number for a labor category, based on the previous numbers entered in the
Category field in the grid.