Add a Labor Category Table

Create a new labor rate table when you need to associate labor billing rates with employee categories, such as Principal, Project Manager, or Senior Consultant.

To add a new labor category table, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Labor Categories.
2. On the toolbar of the Billing Labor Category Tables form, click New > New Labor Category Table.
3. Enter a table number and name.
4. In the Categories grid, use the grid options to specify the categories for the table.
5. Optional. If you use effective dates for billing rates, enter a date in the Effective Date field for each row that you insert on the Categories grid.
6. In the Employee Overrides grid, select employees with rates that you want to override for the selected category.
7. In the lookup fields at the bottom of the form, associate organizations and employees with labor category tables.
8. Click Save.

Alternative Procedure: To create new tables, you can also copy and modify existing tables.