Select the appropriate ID type for the labor transaction entered. Valid options are:

• Employee
• Vendor
• Vendor Employee
• None

Depending on your selection, the Employee, Vendor, and/or Vendor Employee fields may be disabled. If you select None, no additional fields on this screen are available and the hours are not billable.

If you selected Employee in the ID Type field, enter the appropriate ID number for the employee you want to use for this transaction.

If you selected Vendor in the ID Type field, enter the appropriate ID number for the vendor you want to use for this transaction.

If the ID Type selected was Vendor Employee, enter the appropriate ID number for the vendor employee you want to use for this transaction. You can set up vendor employees on the Manage Vendors screen. This ID is typically used for subcontractors. Note that a vendor employee ID must be unique system-wide.

Enter the name you want to be identified with the labor transaction. Costpoint defaults in either the employee or vendor name if it is found in Costpoint. You can, however, add labor records for vendor or employee IDs that are not set up in Costpoint.

If you have entered an ID in the Employee field, enter the general labor category you want to be identified with this labor transaction. The description for the GLC is displayed automatically and cannot be modified.

If you are entering labor for a T&M project, you must enter a PLC. The PLC description from the project displays in the non-editable field to the right. The PLC entered here must be valid for the project on the main screen.

If you are entering labor for a T&M project, you must enter a billing rate so that Costpoint can multiply this rate by the hours to determine the bill amount for this transaction. The Load Labor Rates process can also populate this field. If you are using PLC discounts, this field displays the discounted billing rate.

Use the drop-down list to select a rate type for those billing rates that include loaded labor in their formulas. Valid options are:

• Actual: The Actual rate type divides actual amount paid by actual hours (actual amount/actual hours) to obtain the rate. This selection allows the application of multipliers to the rate.
• Billing: The Billing rate type uses the Time & Materials project rate that does not include multipliers. All rates that are assigned a T rate type are stored as Billing in this table. The PLCs that are assigned the T rate type are treated as transactional rates by the Calculate Standard Bills process.
• Ceiling: The Ceiling rate type first calculates the Actual rate and then compares it to the ceiling rate and use the lesser of the two rates. This selection allows the application of multipliers to the rate.
• Standard: The Standard rate is equal to the Salary/Hourly rate per employee on the Manage Employee Salary Information screen. This rate reflects the standard rate without any auto adjusting on the timesheet. Multipliers are applied against the new Standard rate type.
• None

This field is not available if you select None in the ID Type drop-down list.

Enter the billing rate before discount for this transaction. This rate is for informational purposes only, and is displayed on the invoice. If you are not using billing discounts, this field is hidden. This field is visible only if the discount method is PLC Discounts on the Manage Project Billing Information screen or the Manage Revenue Information screen.

If you are entering employee labor, enter, or click to select, the timesheet date you want to use to identify when the labor charge took place.

This non-editable field displays the effective bill date that appears after you have posted labor distribution, journal entries, or vouchers that have associated employee labor. This date ensures that the correct billing rate is retrieved during the Load Labor Rates process.