Rate Configuration and Administration
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Topics
- Rate Administration
- Maintain the system that tracks rates and identifies changes made to source data.
- Pages: 17
- Maintain Labor Rates version 14
- This article provides an overview of rates administration and defines some of the terms used in working with labor rates. This article applies to Planview Enterprise 14.
- Understand the Labor Rate Infrastructure
- This article provides a diagram and explanation of the components of the labor rate infrastructure in Planview Enterprise. This article applies to Planview Enterprise 13.
- Rate Options
- This article describes the Rate Options screen's options.
- Understand the Basics of Labor Costing
- This article provides definitions of costing and labor rates. This article applies to Planview Enterprise 14.
- Add a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how rate card lookups are added to attribute-based rate cards. This article applies to Planview Enterprise 14.
- Modify or Delete a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how to modify or delete a labor rate lookup on a rate card. This article applies to Planview Enterprise 14.
- Understand Costing with Resource Attributes
- This article explains how resource attributes and labor costing interact. This article applies to Planview Enterprise 14.
- Add a Labor Rate Lookup on a Resource Rate Card
- This article shows how to add a labor rate lookup on a resource rate card. This is how you would set a special rate for individual resources with different pay scales from others with their resource role. This article applies to Planview Enterprise 14.
- Modify or Delete a Labor Rate Lookup on a Resource Rate Card
- This article shows how you can modify or delete a a labor rate lookup on a resource rate card. This is how you can set a rate for an individual resource and override the default. This article applies to Planview Enterprise 14.
- Add a New Rate Profile
- This article shows how a new rate profile is added into the system. This article applies to Planview Enterprise 14.
- Enable Role-Based Rate Overrides
- This article describes how to override rates based on user roles. This article applies to Planview Enterprise 14.
- Modify or Delete a Labor Rate Profile
- This article describes how labor rate cards are modified or deleted. This article applies to Planview Enterprise 14.
- Refresh Labor Rates
- This article describes how to refresh labor rates. This article applies to Planview Enterprise 14.
- Labor Rate Card Administration
- Maintain labor rate card groups to accurately define how rates apply for given entities.
- Pages: 9
- Modify, Copy, or Delete a Labor Rate Card
- This article shows how to modify, copy, or delete a Labor Rate Card. Sign in to access this How-to topic.
- Add and Delete Rates using Manage Rate Profile
- This article shows how to add and delete rates using Manage Rate Profile. Sign in to access this How-to topic.
- Labor Rate Set Administration
- Maintain labor rate sets to accurately group rate information.
- Pages: 12
- Manage Labor Rate Sets
- This article describes the Manage Labor Rate Sets screen and links to the tasks you can perform from this screen.
- Add a Labor Rate Set
- This article explains the process for adding a labor rate set. Sign in to access this How-to topic.
- Add a Labor Rate Set
- This article explains how to add a Labor Rate Set.
- Modify, Copy, or Delete a Labor Rate Set
- This article shows how to modify, edit, or delete a labor set. Sign in to access this How-to topic.
- Modify a Labor Rate Set
- This article explains how to modify a Labor Rate Set.
- Copy a Labor Rate Set
- This article explains how to copy a Labor Rate Set.
- Delete a Labor Rate Set
- This article explains how to delete a Labor Rate Set.
- Recalculate Rates for a Labor Rate Set
- This article explains how to recalculate rates for a Labor Rate Set.
- Recalculate Rates for a Labor Rate Set
- This article goes over how to recalculate rates for a labor rate set. Sign in to access this How-to topic.
- Setting an Additional Required Feature for Labor Rate Sets
- This article explains how to set an additional required feature for users to access a labor rate set.
- Displaying Rates on the Task Information Screen or Tray
- This article explains how to configure the system If you want the Require, Reserve, Allocate, and Authorize tabs of the Task Information screen or tray to display columns relevant to cost rates or billing rates.
- Labor Rate Lookup Administration
- Define how the rate for specific lookups change over time.
- Pages: 9
- Add a Labor Rate Lookup on a Resource Rate Card
- This article shows how to add a labor rate lookup on a resource rate card. This is how you would set a special rate for individual resources with different pay scales from others with their resource role. This article applies to Planview Enterprise 13.
- Modify or Delete a Labor Rate Lookup on a Resource Rate Card
- This article shows how you can modify or delete a a labor rate lookup on a resource rate card. This is how you can set a rate for an individual resource and override the default. This article applies to Planview Enterprise 13.
- Add a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how rate card lookups are added to attribute-based rate cards. This article applies to Planview Enterprise 13.
- Modify or Delete a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how to modify or delete a labor rate lookup on a rate card. This article applies to Planview Enterprise 13.
- Labor Rate Override Administration
- Set system to override a given resource’s role or rate type by project, phase, activity, or task.
- Pages: 15
- Configure Rates—Rate Overrides 14
- This article explains how to override labor rates. This article applies to Planview Enterprise 14.
- Understand the Basics of Overriding Rates
- This article summarizes the basics of rate overrides. This article applies to Planview Enterprise 14.
- Turn On Labor Rate Overrides
- This article describes how to turn labor rate overrides on. This article applies to Planview Enterprise 14.
- Set Up a Rate Attribute Override on a Project
- This article shows how to set up a rate attribute override on a project. This article applies to Planview Enterprise 14.
- Configure Role Rate Overrides by Project
- This article shows how to configure user role rate overrides for a particular project. This article applies to Planview Enterprise 14.
- Adding a Rate Card Override
- This article explains how to add a rate card override on the Rate Card Override tab of the Work View screen.
- Set Up a Rate Card Override on a Project
- This article shows how to set up a rate card override for a particular project. This article applies to Planview Enterprise 14.
- Labor Rate Diagnostics Administration
- Review the rates that are derived by the system in order to verify accuracy.
- Pages: 5
- Costing Administration
- Configure the system to calculate costing and billing financial amounts, primarily using effort and rate as inputs.
- Pages: 4
- Understand the Basics of Labor Costing
- This article provides definitions of costing and labor rates. This article applies to Planview Enterprise 13.
- Labor Costing Administration (Overview)
- This article provides general information about the Labor Costing functionality, which uses information that exists in the system to calculate costing and billing financial amounts.
- Understand Costing with Resource Attributes
- This article explains how resource attributes and labor costing interact. This article applies to Planview Enterprise 13.
- Cost-Center Based Costing Administration
- Apply different labor rates depending on which cost center is supplying the resources.
- Pages: 8
- Configure Rates—Cost-Center-Based Costing
- This article defines cost-center-based costing and provides a list of steps for configuring rates. Sign in to access this How-to topic.
- Understand Cost-Center-Based Labor Costing
- This article provides an introduction to concepts related to cost-center-based costing. Sign in to access this How-to topic.
- Turn on Cost-Center-Based Costing
- This article shows how to turn cost-center-based costing on. Sign in to access this How-to topic.
- Associate a Rate Card with a Cost Center
- This article shows how to associate a rate card with a cost center. Sign in to access this How-to topic.
- Delete Associations between Rate Cards and Cost Centers
- This article explains how to delete an association between a rate card and a cost center. Sign in to access this How-to topic.
- Vendor-Based Costing Administration
- Apply different labor rates and associate rate cards according to the pertinent vendor.
- Pages: 5
- Payroll Code-Based Costing Administration
- Manage the organization's ability to cost different types of work.
- Pages: 6
- Configure Rates—Costing by Payroll Code
- This article gives some general concepts about payroll code costing. Sign in to access this How-to topic.
Content
How to set up the daily tables so that extracts and the Data Mart will contain all the necessary data, and the graphical portlets will display properly. When an area uses the daily tables, the system runs a stored procedure against the database to identify changes made to the source data.