Rates Tab of Planning Configuration

Use the Rates tab of Planning Configuration to enter or review the default setup for labor cost and billing rate information for your plans.

Contents

Field	Description
Use Rate Tables with Effective Dates	Select this option to view rate tables with effective dates. Use effective dates to specify when a change occurs in the cost or pay rate associated with a specified labor rate, labor category, labor code, or labor override table. The date that a change occurs is the effective date of the change. This option is only available if you select the Enable effective dates for labor billing rates option in Vision Billing.
Budget Type	Select a budget type from the drop-down list: Cost — To include cost rates on the plan, you must specify a corresponding cost rate method and cost rate table. Billing — To include billing rates on the plan, you must specify a corresponding billing rate method and billing rate table. Cost and Billing — Vision includes both cost and billing rates on the plan. Specify the corresponding rate methods and tables for both types. The option to include billing rates is only available if the proper configuration settings are established in Configuration.
Generic Method	Use this field to designate a default value for the Generic Method field on the Rates tab of Project Planning. Options are Labor Category or Labor Code. The user may select either of these options as the generic method for the plan. If the Generic Method is set to Labor Code, Vision automatically disables the Copy Generic Resources into the Plan option on the Create Plan from Project dialog. If a user does not have access rights through Security to modify the Rate Method/Table, the user cannot modify this field.

Labor Cost Rates

Field	Description
Employee Method	If you select Cost or Cost and Billing as the Budget Type option, Planning displays the monetary amounts for the plan at cost rates. If you select Billing as the Budget Type option, Labor Cost Rates fields are disabled. Select one of the following options from the drop-down list: From Labor Rate Table From Employee Provisional Rate — This option is from the Employee Info Center. Select this option to disable the Rate Table field. From Labor Category Table From Labor Code Table If you select a rate method other than Employee Provisional Rate Table, you must also specify an Employee Table.
Employee Table	Select the appropriate rate table for your plan's cost rates from predefined tables such as Government Category or Category Standards. If you select From Employee Provisional Rate as the Rate Method, you cannot specify a rate table. This rate table provides the default cost rate for WBS elements on planning grids.
Generic Resource Table	Use this lookup to select a generic cost rate table for the selected rate method. For example, Category Standards, Government Category, or Category Cost Standards.

Labor Billing Rates

Field	Description
Employee Method	If you select Billing or Cost and Billing as the Budget Type option, Planning displays the monetary amounts for the plan at billing rates. If you select Cost as the Budget Type option, Vision disables the Labor Billing Rates fields. Your ability to see billing rate values is also determined by whether or not your firm permits reporting at billing rates. This capability is controlled by the Report at Billing Rates setting in Configuration. Select one of the following options from the drop-down list: From Employee Provisional Rate — This option is in the Employee Info Center. Selecting this option disables the Rate Table field. From Labor Rate Table From Labor Category Table From Labor Code Table When you select a rate method other than Employee Provisional Rate Table, you also need to specify an Employee Table.
Employee Table	Select the appropriate rate table for your plan's cost rates from predefined tables. This rate table provides the default billing rate for WBS elements on the planning grids. If you select From Employee Provisional Rate as the Rate Method, you cannot specify a rate table.
Generic Resource Table	Use this lookup to select a generic billing rate table for the selected rate method. For example, Category Standards, Government Category, or Category Cost Standards.
Billing Multiplier	Enter a numeric multiplier for labor billing amounts.
Calculate Expense Billing Amounts	Select this option to automatically calculate amounts for billing expenses. You may also enter a multiplier and select the rate method and rate table. If you do not select this option, Vision disables the Multiplier, Rate Method, and Rate Table fields and you must manually enter billing expenses. This allows you to spread billing amounts separately from cost amounts.
Rate Method	If you select Billing or Cost and Billing as the Budget Type option, Planning displays the monetary amounts for the plan at billing rates. Use this drop-down list to select a Rate Method.
Rate Table	This rate table provides the default billing rate for WBS elements on planning grids. Select the appropriate rate table for your plan's cost rates from predefined tables. If you select Multiplier Only as the Rate Method, you cannot specify a rate table.
Multiplier	Enter a numeric multiplier for the expense billing amounts.
Calculate Consultant Billing Amounts	Select this option to automatically calculate amounts for consultant billing. You may also enter a multiplier and select the rate method and rate table. If you do not select this option, Vision disables the Multiplier, Rate Method, and Rate Table fields. You must manually enter consultant billing amounts. This allows you to spread consultant amounts separately from cost amounts.
Rate Method	If you select Billing or Cost and Billing as the Budget Type option, Planning displays the monetary amounts for the plan at consultant billing rates. Use this drop-down list to select the Rate Method.
Rate Table	This rate table provides the default billing rate for WBS elements on planning grids. If the Rate Method field is set to: Multiplier Only, then no selection is available in this field. From Account Rate Table or From Category Rate Table, then use the drop-down list to select the appropriate rate table for your plan's consultant billing rates from pre-defined tables. Only rate tables marked as available for planning in the Billing application are included in this list.
Multiplier	Enter a numeric multiplier for consultant billing amounts.
Unit Rates	Use these fields to specify unit billing rate settings.
Billing Multiplier	Enter a numeric multiplier for unit billing amounts.