Contents of the Billing Labor Category Tables Form
Enter a table number and name and set billing rates for the labor categories.
Contents
The fields and options in this section display at the top of the form.
| Field | Description |
|---|---|
| Rate table search | Use the field next to the form title to search for and select an existing billing labor category table to view or edit.
Click the filter drop-down arrow
 on the left side of the search field, and select one of the following search types:
For information about creating and using searches, see the following topics in Basics:
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x of
x
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Use these arrow icons to scroll through the billing labor category tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results. |
| + New Rate Table | Click + New Rate Table to create a new billing labor category table. |
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Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking
 to the right of the grid. This opens the List View Settings dialog box.
Click
For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View. |
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After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system. |
| Edit | Click this button to open all fields in the form for editing. |
Other Actions
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Click this option and choose an option from the drop-down list:
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Header Information
Properties
Categories Grid
Use this grid to add labor categories and their billing rates to the labor category table. Click + New Labor Category below the grid to add labor categories to the grid.
| Field | Description |
|---|---|
| Category | Select the labor category number of a labor category to add to the labor category table. The list of labor categories in the drop-down list is maintained in
. You can enter a new labor category, not present in
if the labor category is for one-time use in this labor category table only.
Deltek recommends that you match labor category numbers to the same descriptions from table to table, and change just the rate to avoid confusion when employees select labor categories to record time worked. |
| Description | This field prefills with the description of the labor category that you entered in the
Category field. Or, if you entered a new labor category for this labor category table only (the category is not entered in
) enter a description for the category in this field , such as Project Manager, Architect, and so on.
The labor category's description appears on billing invoices when you select By category as the labor sorting option in the First Labor Sort field on the Labor tab in Billing Terms for a project. |
| 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 category's entries.
This field is available only if Enable Effective Dates for Labor Billing Rates is selected from the Options form in , under Detailed Transactions. |
| Rate | Enter the rate you want to bill for work performed by employees in this labor category, up to four decimal places. |
| Sequence | Enter a number by which to sort categories, using up to five numeric characters. The number you enter must be between 1 and 32,767.
The sequence number is for reference only and does not display on the invoice. |
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This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
|
Filter
|
Click
|
| + New Labor Category |
Click + New Labor Category to create a new labor category entry. Choose a category from the drop-down list and enter the rate and overtime percentages. Press Enter or click outside the row to add the new entry to the cost/pay labor category table. |
Employee Overrides in <Category Description> Grid
The contents of this grid apply for the specific labor category that you select (click) in the Categories grid. The Employee Overrides grid name changes to display the description of the labor category that you select in the Categories grid. For example, if you select a labor category with "Senior Engineer" as its description, the name of the grid changes to Employee Overrides in Senior Engineer.
Use the Employee Overrides grid to specify the employees for whom you want to override their default labor category with the labor category that you selected in the Categories grid. This allows you to override an employee's default labor category for a particular project that you assign this labor category table to.
The default labor category for an employee is entered on the Employment Details tab in the Employees hub.
As alternatives to using the Employee Overrides grid to set up overrides for employees' default labor categories, you can do either of the following:
- In select Name in the Labor Category field to allow employees to override their default labor category that prefills when they enter timesheets.
- Set up labor override tables in . These tables contain only override labor categories that will override employees' default labor categories when they work on a particular project. Labor override tables can allow you to manage fewer labor category tables across projects while using an override table for the exceptions..
