Labor Tab of the Plan Settings Dialog Box

Use the Labor tab on the Plan Settings dialog box to specify the multipliers and cost and billing rates and methods for your plans.

The Plan Settings dialog box automatically displays when you create a new iAccess plan or you convert a Vision plan to an iAccess plan.

You can only edit the generic method, cost rates, and billing rates settings if your role has the Allow changes to rate/method tables setting selected on the Planning tab of the Roles form in Vision (Configuration > Security > Roles). (If you do not have the Vision Resource Planning module, the Allow changes to rate/method tables option is on the iAccess tab of the Roles form.)

Location

To display the Labor tab of the Plan Settings dialog box, complete the following steps:

1. Select a project that has an iAccess plan.
2. Click Plan Settings in the upper-right corner of the workspace.

   The Plan Settings option does not display if the project does not have a plan, the plan is a Vision plan, or if you do not have appropriate access rights.

   When you click Plan Settings, iAccess automatically checks out the plan if you have appropriate access rights and no one else has the plan checked out.
3. Click the Labor tab.

Contents

Field	Description
TARGET MULTIPLIER	Enter the project's target cost multiplier. You can view this value in the Target Multiplier field on the Labor page of the Planning tab.
OVERHEAD %	Enter the percentage of overhead that should be applied to the planned labor cost to determine the profit. This field is disabled if the budget type is set to Billing. When you create an iAccess plan, this field automatically displays the default overhead percentage that is specified in Vision (Configuration > Planning). If you are using a Vision plan, the OVERHEAD % defaults to the percent that is assigned on the Analysis or Cost Analysis tab in Vision Planning. Your ability to change the default setting is based on your access rights in Vision.
GENERIC METHOD	Select the type of generic resources that will be used in the plan: Labor Category or Labor Code.
Cost Rates	For iAccess plans, cost rates determine the planned labor cost used to calculate the EAC multiplier. When the budget type is set to Cost, iAccess displays the planned labor cost options and disables the Billing Rates fields. If you use Vision Multicurrency, the currency code that displays next to the Cost Rates label is the project (cost) currency that is assigned in the Vision Project Info Center.
Recalculate Planned Costs	Select this option to apply the current settings and recalculate the employee and generic resource planned costs. The recalculation occurs when you click Save.
RATE METHOD	Select a labor cost rate method for employees. If you select a rate method other than From Employee Provisional Rate or None, you must also specify a rate table. The employee provisional cost rate is assigned for each employee in the Employee Info Center in Vision. If you use Vision Multicurrency and From Employee Provisional Rate is selected, the employee's provisional cost rate for planned hours is used if the functional currency for the employee's home company matches the plan's project cost or billing currency that displays next to the Cost Rates label. If not, the employee's hourly cost rate for the plan is set to zero.
RATE TABLE	This option is available if you specify a method other than From Employee Provisional Rate or None in the RATE METHOD field. Select the pre-defined rate table for cost rates for employees' planned hours. The drop-down list only includes rate tables for the selected rate method that you can access and that are marked as available for planning in Vision (Billing > Billing Rate Tables). If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency as displayed next to the Cost Rate label is excluded from the drop-down list.
GENERIC TABLE	Select a pre-defined rate table for your plan's generic resource cost rates. Only the rate tables for the selected generic method that you can access and that are marked as available for planning in Vision (Billing > Billing Rate Tables) are included in the lookup list. If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency as displayed next to the Cost Rate label is excluded from the lookup.
Billing Rates	For iAccess plans, billing rates determine the planned labor bill amounts or what the client will pay for the services your firm provides. iAccess displays the billing value of the planned hours. The labor billing rates are not visible in iAccess; however, your Vision role security settings could allow labor billing rates to be visible when the iAccess plan is viewed in Vision Project Planning or in Vision Reporting. If you use Vision Multicurrency, the currency code that displays next to the Billing Rates label is the billing currency that is assigned in the Project Info Center in Vision.
Recalculate Planned Billing	Select this option to apply the current settings and recalculate the employee and generic resource planned bill amounts. The recalculation occurs when you click Save.
RATE METHOD	Select a billing rate method for employees. If you select a rate method other than From Employee Provisional Rate or None, you must also specify a rate table. The employee provisional bill rate is assigned for each employee in the Employee Info Center in Vision. If you are using Vision Multicurrency and From Employee Provisional Rate is selected, the employee's provisional billing rate for planned hours is used if the functional currency for the employee's home company matches the plan's project cost or billing currency that displays next to the Billing Rates label. If not, the employee's hourly rate for the plan is zero.
RATE TABLE	This option is available if you specify a method other than From Employee Provisional Rate or None in the RATE METHOD field. Select the pre-defined rate table for billing rates for employees' planned hours. The lookup list only includes rate tables for the selected rate method that you can access and that are marked as available for planning in Vision (Billing > Billing Rate Tables). If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency is excluded from the drop-down list. The plan's currency is determined by the Use billing currency not project currency option in Vision (Accounting > System Settings). This option defaults to None if the currency assigned to the rate table does not match the currency that is defaulted by the Use billing currency not project currency option.
GENERIC TABLE	Select a pre-defined rate table for your plan's generic resource billing rates. Only the rate tables for the selected generic method that you can access and that are marked as available for planning in Vision (Billing > Billing Rates) are included in the drop-down list. If you are using Vision Multicurrency, any rate table with a currency that does not match the plan's currency as displayed next to the Billing Rate label is excluded from the drop-down list.
MULTIPLIER	Enter the billing multiplier, using a maximum of four decimal places. The calculation for applying this multiplier is: Labor Billing Amount = Planned Hours * Billing Rate * Billing Multiplier Note: If RATE METHOD is set to None, the multiplier is automatically set to 1.0000 and cannot be changed.
Save	Click Save to save your entries on all tabs of the Plan Settings dialog box. A dynamic confirmation dialog box displays. Follow the prompts to confirm your changes. The following are some of the possible changes: If plan hours already exist and the scale is changed, the resource's ETC hours are spread evenly across the given range. If labor rate settings are changed and the Recalculate Planned Cost option or Recalculate Planned Billing option is selected, iAccess retroactively calculates the planned cost and/or billing values for employees and generic resources. If labor, expense, or consultant rate settings are changed but the corresponding recalculate option is not selected, iAccess leaves the existing planned amounts as they were. The new rate settings will be applied for planned values as new entries are created. If consultant rate settings are changed and the recalculate option is selected, iAccess retroactively calculates the planned bill amount for reimbursable consultants. If expense rate settings are changed and the recalculate option is selected, iAccess retroactively calculates the planned bill amount for reimbursable expenses. If you published the plan prior to making changes and decide that you are not happy with the changes, you can revert the current plan back to the published plan if you have not published since making the changes.