Field | Description |
Employee Method
|
If you select
Billing or
Cost and Billing as the
Budget Type option, Planning displays the monetary amounts for the plan at billing rates. If you select
Cost as the
Budget Type option, Vision disables the Labor Billing Rates fields.
Your ability to see billing rate values is also determined by whether or not your firm permits reporting at billing rates. This capability is controlled by the
Report at Billing Rates setting in Configuration.
Select one of the following options from the drop-down list:
-
From Employee Provisional Rate — This option is in the Employee Info Center. Selecting this option disables the Rate Table field.
-
From Labor Rate Table
-
From Labor Category Table
-
From Labor Code Table
When you select a rate method other than Employee Provisional Rate Table, you also need to specify an
Employee Table.
|
Employee Table
|
Select the appropriate rate table for your plan's cost rates from predefined tables. This rate table provides the default billing rate for WBS elements on the planning grids.
If you select
From Employee Provisional Rate as the Rate Method, you cannot specify a rate table.
|
Generic Resource Table
|
Use this lookup to select a generic billing rate table for the selected rate method. For example,
Category Standards,
Government Category, or
Category Cost Standards.
|
Billing Multiplier
|
Enter a numeric multiplier for labor billing amounts.
|
Calculate Expense Billing Amounts
|
Select this option to automatically calculate amounts for billing expenses. You may also enter a multiplier and select the rate method and rate table.
If you do not select this option, Vision disables the
Multiplier,
Rate Method, and
Rate Table fields and you must manually enter billing expenses. This allows you to spread billing amounts separately from cost amounts.
|
Rate Method
|
If you select
Billing or
Cost and Billing as the
Budget Type option, Planning displays the monetary amounts for the plan at billing rates. Use this drop-down list to select a Rate Method.
|
Rate Table
|
This rate table provides the default billing rate for WBS elements on planning grids. Select the appropriate rate table for your plan's cost rates from predefined tables.
If you select
Multiplier Only as the Rate Method, you cannot specify a rate table.
|
Multiplier
|
Enter a numeric multiplier for the expense billing amounts.
|
Calculate Consultant Billing Amounts
|
Select this option to automatically calculate amounts for consultant billing. You may also enter a multiplier and select the rate method and rate table.
If you do not select this option, Vision disables the
Multiplier,
Rate Method, and
Rate Table fields. You must manually enter consultant billing amounts. This allows you to spread consultant amounts separately from cost amounts.
|
Rate Method
|
If you select
Billing or
Cost and Billing as the
Budget Type option, Planning displays the monetary amounts for the plan at consultant billing rates. Use this drop-down list to select the Rate Method.
|
Rate Table
|
This rate table provides the default billing rate for WBS elements on planning grids. If the
Rate Method field is set to:
-
Multiplier Only, then no selection is available in this field.
-
From Account Rate Table or
From Category Rate Table, then use the drop-down list to select the appropriate rate table for your plan's consultant billing rates from pre-defined tables. Only rate tables marked as available for planning in the Billing application are included in this list.
|
Multiplier
|
Enter a numeric multiplier for consultant billing amounts.
|
Unit Rates
|
Use these fields to specify unit billing rate settings.
|
Billing Multiplier
|
Enter a numeric multiplier for unit billing amounts.
|