Price Lists & Activities
Use the Price Lists & Activities submodule to configure client- or Company-specific information such as price lists, activities, and employee price groups. It provides the following:
- Activities
- Employee Price Groups
- Expense Justification
- Job Administration Fees
- Material Types
- Mileage Types
- Personal Expense Types
- Price Lists
- Time Entry Overtime Rates
- Related Topics:
- Activities
Use Activities in the Price Lists & Activities submodule in the Settings module to view and manage the list of global- or Company-specific activities. In WorkBook, an activity is used to identify items such as roles, services, or out-of-pocket costs. You can add or replace activities; identify allowed expenditures, translations, and departmental cost prices for specific activities; and add and replace activity phases. - Employee Price Groups
Use Employee Price Groups in the Price Lists & Activities submodule in the Settings module to identify the same price for a group of employees. You can add and deactivate price groups and assign employees to specific price groups. - Job Administration Fees
Use Job Administration Fees in the Price Lists & Activities submodule in the Settings module to view the list of job administration fees that you can charge your clients. You can create, delete, and merge job administration fees. - Material Types
Use Material Types in the Price Lists & Activities submodule in the Settings module to add material types that you can use as material entries. You can also set material cost and sales prices, as well as hourly and start-up hourly prices. - Mileage Types
Use Mileage Types in the Price Lists & Activities submodule in the Settings module to view the list of standard- and client-defined mileage types in your Company. You can create and delete mileage types and mileage rate lists. You can also add and remove mileage types. - Personal Expense Types
Use Personal Expense Types in the Price Lists & Activities submodule in the Settings module to view the list of personal expense types in your Company. You can create, delete, and enable the active status of personal expense types. - Price Lists
Use Price Lists in the Price Lists & Activities submodule in the Settings module to view the price lists or activity price lists in your Company. Price lists define the rate hours that are entered on timesheets, Price Quotes, and invoices; and the profit margins that WorkBook suggests on Purchase Orders and vouchers. - Time Entry Overtime Rates
Use Time Entry Overtime Rates in the Price Lists & Activities submodule in the Settings module to view the list of overtime rates in your Company. You can add, remove, and enable the active status of overtime rates.
Parent Topic: Settings