Max Cost By Category Override Tab of the Billing Labor Override Tables Form

Use the Max Cost By Category Override tab to identify categories of employees (principals, project managers, and so on) for which a maximum cost rate should be used for a particular project.

Contents

Grid

Field Description
Max Cost by Category Override Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to add a category and its maximum cost rate to the table.
Copy Select a category from the grid and click this option to copy all information from one row to a new row, except the effective date. Make changes to the copied row and save the record.
Delete Select a category from the grid and click this option to remove the item from the table.
Category Select the category to which the maximum cost rate override applies.
Description This field automatically populates with the description entered in the Category field on the Labor Categories tab of Accounting System Settings.
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 employee's entries.

This field is available only if Enable effective dates for labor billing rates is selected from the Miscellaneous tab of the Billing Setup form.

Max Cost Rate Enter the maximum cost rate override that you want to use to for this category, up to four decimal places (999,999,999.9999).