Add Multiple Records to a Rate Table
You can add multiple employees and their labor rate information at one time to a billing and/or cost labor rate table.
To add multiple records to a rate table:
- In the Navigation pane, select Settings > Rate Tables.
- Select a rate table for which you want to add new employees and labor rate information.
- In the Employees grid, click + Add Employees to display the Employee Search dialog box.
- In Employee Search, use the basic or advanced search functions to locate employees that you want to add to the existing billing rate table.
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In the Search Results grid, select the checkbox next to each employee record that you want to add, or use one of these other actions to select employees in the results list:
- To add a range of values in non-contiguous order, press the CTRL key and click the checkbox for each value.
- To add a range of values in contiguous order, press the SHIFT key and click the checkboxes for the starting value and ending value in the range of values.
- To add all values, press SHIFT, select the checkbox for the first value in the drop-down list, and then scroll down and select the checkbox for the last value in the list.
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Click
Apply All or
Apply Selected to save your selection.
Vantagepoint closes the Employee Search dialog box, applies a default rate of 1 to newly added employees, and then displays the Effective Dates dialog on the Employees grid in the Rate Tables form.
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Optional. On the
Effective Dates dialog, if you use effective dates for billing rates, select a date and click
Save.
This date will apply for each row that you insert on the grid.
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Click the
Rate field to enter a new rate that you want to bill for the rendered work of the employee.
Vantagepoint prompts if the new row has been added successfully. Otherwise, an error message with details appears in red on top of the Employees grid.
Parent Topic: How to...