Billing Labor Category Tables Form

Use the Billing Labor Category Tables form to assign billing rates to employee billing categories, such as Principal, Project Manager, or Senior Consultant.

Display the Billing Labor Category Tables Form

You display the form in Billing.

To display the form:

From the Vision Navigation menu, click Billing > Billing Rate Tables > Labor Categories.

Toolbar of the Billing Labor Category Tables Form

Use toolbar options to create, copy, or save tables, or to print reports of their contents.

Contents

Field	Description
Save	Click this option after you create or modify labor category tables.
New	After you click this option, select one of the following: Click New Labor Category Table to open a blank table form. Use the blank table form to create a new labor category table. Click Copy Current Labor Category Table to copy the current table information to a blank table form. You can then edit the copied table to create a new table. Click Select Labor Category Table to Copy to open the Labor Category Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete	Open a Labor Category table and click this option to delete the table. To delete a category from a table, click the gray box next to the line in the Categories grid and click the Delete option on the Categories grid.
Print	After you click this option, select one of the following: Click Print Current Labor Category Table to print the table currently displayed in your browser window. Click Print Active Group to print the table currently displayed in your browser window and all other tables currently open. Click Select Labor Category Table to Print to open the Labor Category Tables lookup and select the tables that you want to print.
Help	Click this option for information about Labor Category tables.

Contents of the Billing Labor Category Tables Form

Enter a table number and name and set rates for the categories.

Header Information

Field	Description
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Table Name	Enter a name for the table. The name appears in place of the table number on all drop-down lists for category tables in Billing Terms Setup.
Currency	If you use the Multicurrency feature, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vision displays a prompt to indicate that you cannot change the currency.
Available for Planning and Opportunity Estimates	Select this option to make the table available as an option from the Labor Billing Rates Generic Table and Rate Table fields on the Project Planning Rates tab, if From Labor Category Table is selected in the Labor Billing Rates Rate Method field. This option is available only if your company uses the Planning application.

Categories Grid

Field	Description
Categories 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 labor category to the labor category table.
Copy	Select a category and then click this option to add a new row with the copied information. All information except the sequence number and effective date is copied to the new row. Make changes to the copied row and save the record.
Delete	Select a labor category from the grid and click this option to remove the item.
Category	Select the labor category number, as specified on the Labor Categories tab in Configuration > Accounting > System Settings. The Description field is automatically filled in. You can also enter a new category, not present in the list of categories in Accounting System Settings, or change the category description if the category is for one-time use in this table only. Deltek recommends that you match category numbers to the same descriptions from table to table, and change just the rate to avoid confusion when employees select categories to record time worked.
Description	Enter a name for the category, such as Project Manager. The category name appears on invoices when you select By category as your labor sorting option in the First Labor Sort field on the Labor tab of the Billing Terms form. This field automatically populates if you selected a Labor Category from the Category field that is pre-defined in Configuration > 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 category'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.
Rate	Enter the rate you want to bill for work performed by employees in this labor category, up to four decimal places.
Sequence	Enter a number by which to sort categories, using up to five numeric characters. The number you enter must be between 1 and 32,767. The sequence number is for reference only and does not display on the invoice.

Employee Overrides in Category Grid

Field	Description
Lookup/Insert	Click this option to open the Employee lookup and perform a search to select an employee whose rate you want to override for the selected category.
Insert	Click this option to add a line to the Employee Overrides in Category grid and enable the Employee field.
Delete	Select the row in the Employee Overrides in Category grid to delete by clicking the grey box next to the category. Then click Delete to delete the category.
Employee	This field displays the employee number for the employee to whom the rate applies. When you click Insert to insert a line on the labor rate tables grid, the Employee Lookup displays. Vision populates the employee number in this field and the employee name in the Name field based on your selection on the lookup.
Name	This field displays the name of the employee to whom the rate applies.

Lookups

Field

Description

Organization, Principal, Project Manager, Supervisor

Use these lookup fields to associate an organization, principal, project manager, supervisor, or billing rate table code with the selected billing rate table. You can limit the tables available to a particular user with the following lookup criteria: Organization — Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal — Select a principal on the employee lookup. Project Manager — Select a project manager on the employee lookup. Supervisor — Select a supervisor on the employee lookup. Code — Select a code from the drop-down list. Codes are defined in the Billing Rate Table Code Table (Configuration > General > Code Tables).