Contents of the Load Labor Rates Screen
Use the fields and options to configure the Load Labor Rates screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Subperiods
Use these fields to select the subperiods for which you want to update labor rates. If you need to update more than one period, run the program individually for each period being updated. The Fiscal Year, Period, and Subperiod must be open to update labor rates. Only the transactions that fall on or before this subperiod ending date are evaluated during the Load Labor Rates process.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of subperiods for updating labor rates. Valid options are:
|
| Start Fiscal Year, From Period |
Enter the fiscal year and period or select one from the drop-down list. |
| Start Subpd |
Use this field to enter the subperiod from which you want to begin the process. This field is inactive if you have selected All or From Beginning in the Range Option field. |
| Ending Date |
This non-editable field displays the selected subperiod end date. |
| End Subpd |
Use this field to enter the subperiod through which you want to run this process. This field is inactive if you selected All, One, or To End from the Range Option field. The non-editable field to the right displays the subperiod end date. |
| Ending Date |
This non-editable field displays the selected subperiod end date. |
Projects
Use these fields to select the projects you want to update in the Manage Project Labor History and/or Manage Open Billing Detail screens. The project range selected must include all projects for which you want to compute billable value, revenue, and/or billing. This process only affects projects with hours-based billing and/or revenue formulas. If you have selected the Use Goal Multipliers for Billable Value Calculations check box on the Configure Project Settings screen, all projects included in this range are affected.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range you want to include. Valid options are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
| Exchange Rate Date |
Enter the date that you would like to use for exchanges rates. This date is used only for PLCs that have a rate type of T. The Load Labor Rates process uses the date entered in this field to select the appropriate rate from the Manage Maintain Exchange Rates by Date screen. You must have selected the Use Transactional Currency Billing check box on the Other Info tab of the Manage Project Billing Information screen in order for T rates to be calculated correctly. The date entered in this field is ignored for purposes of currency conversion on projects that do not use T rate types. |
to select, the starting project for the range for which you want to compute billable value, revenue, and/or billing. If you select
Option
Select Process
Use this group box to select the tables that are updated with the labor rate and rate type.
| Field | Description |
|---|---|
| Labor History |
Select this option to update the labor rate and rate type in the Billing Rate and Rate Type fields on the Manage Project Labor History screen. The Manage Project Labor History screen is used for computation of revenue and billable value. |
| Open Billing Detail |
Select this option to update the Billing Rate and Rate Type fields on the Labor tab of the Manage Open Billing Detail screen. The Manage Open Billing Detail screen is used for the calculation of bills. |
| Both |
Select this option to update the Billing Rate and Rate Type fields on both the Manage Project Labor History screen and the Labor tab of the Manage Open Billing Detail screen. Select this option to update the labor rates for revenue, billing, and billable value computations. |
| Load Rates |
After you have made your selections, click to begin loading rates on the Manage Project Labor History and/or the Manage Open Billing Detail screens. |