How Vision Determines Which Category Table to Use for Billing
To determine the category to use for a particular employee working on a particular project, Vision looks in certain locations, in a particular order.
- Vision first looks at the Override Table value specified on the Labor tab of the project's Billing Terms form.
- If the Method on the Labor tab is By Category, Vision next looks at the labor category table assigned to the project.
- Next Vision looks at the Labor Category specified on the Accounting tab of the Employee Info Center
You can override the value set in the Employee Info Center with a labor override table or a labor category table. Deltek recommends that you use labor override tables to override categories. Whichever method you choose, be consistent with all of your category overrides.