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
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).
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