Add a Labor Code Table

Create a new billing labor code table when you need to associate labor billing rates with individual labor codes.

To add a new labor code rate table:

  1. In the Navigation pane, select Settings > Rate Tables > Billing Labor Code.
  2. Click + New Rate Table.
  3. Enter a table name and number. Specify the currency to be used in the rate table.
  4. Optional. Enable Available for Planning to make the table available on the Planning Rates tab in Planning.
  5. Optional. In the Properties lookup fields, associate organizations and employees with the labor rate table.
  6. In the Labor Codes grid, enter details for the labor code mask, description, and rate to bill for work performed under the specified labor code. For the labor code mask, enter a labor code, or combination of valid labor code characters and wildcard characters.

    The wildcard is an underscore (_). For example, if your company uses four-digit labor codes, and you want to charge a specific code to all labor codes with a 2 as the second level, enter _2__.

  7. Optional. If you use effective dates for billing rates, enter a date in the Effective Date field for each row that you insert on the grid.
  8. Click Save.