Hours Tab
Use this tab to determine how much detail is printed on the hours-based portion of a bill, and how that information is sorted, summarized, and subtotaled.
Think of the Detail Information group box as defining the rows down the side of the bill, and the Column Information group box as defining the columns across the page. (This is not a perfect analogy, but it may help you visualize all the details of this subtask.) Use the Primary and Secondary Sort group boxes to determine how the detail information rows are sorted and how certain values are subtotaled.
Summary information is available for the following fields:
- Labor Category Code
- Labor Category Name
- Employee / Vendor Name
- Billing Rate
- Detail Information
Use the Detail Information group box to determine whether each type of data is printed on summary lines or detail lines. Complete this screen, if applicable, when you set up a generic billing format with hours-based lines.
Detail Information
Select the check boxes that identify the detail information columns you want to print on the billings. Depending on which check boxes are selected, the billing program either prints summarized billing lines or detail lines. If you print timesheet information, Costpoint prints the billing at the detail level and summary information is shown only at the sorting level if you elect to show the sorting information.
For example, if you show the labor category name and you sort by the labor category name, Costpoint shows summary information for each labor category name.
The following options are available:
| Field | Description |
|---|---|
| Show Labor Category |
Select this check box to print the labor category code on the bill. |
| Show Labor Category Name |
Select this check box to print the name of the labor category on the bill. If both this and the Show Labor Category check box are selected, they both print on the same line of the bill. |
| Show Billing Rates |
Select this check box to print the current hourly billing rate for each labor category on the bill. The rate prints on the same line as the labor category to which it applies. |
| Show Employee Vendor Name |
Select this check box to print the name of the employee (or A/P vendor) who charged hours to the project on the bill. |
| Show Timesheet Date |
Select this check box to print the timesheet date under the employee or vendor name on the bill. This option is available only if Show Employee Vendor Name is selected. |
| Show Timesheet Comments |
Select this check box to print the Comments column from the timesheet under the timesheet date on the bill. This option is available only if Show Timesheet Date is selected. |
Column Information
In this group box, select the columns that print on the bill. Subtotals print in each column for hours and/or amounts, based on your selections in the Detail Information group box.
When selecting columns, make sure that they relate to the same level at which the detail information is printed. For example, you would probably not want to print the detail at the timesheet level and have the ceilings at the labor category level. Also, you would probably not want to include the Cumulative Hours Billed column if you were printing the detail information by timesheet date. If you selected the Show Billing Rates check box in the Detail Information group box and the rates have changed since the inception of the project, multiple lines are printed for the same labor category.
The following column selections are available:
| Field | Description |
|---|---|
| Show Cumulative Hours Billed |
Select this check box to print the total hours billed to date on the invoice. Cumulative hours are grouped by the selections made in the Detail Information group box. |
| Show Current Period Hours Billable |
Select this check box to print the currently billable hours on the invoice. |
Primary Sort
Use this group box to determine the order in which the lines defined in the Detail Information group box are printed and subtotaled. For example, if you elected to print the labor category name and sort on the labor category name, the program prints only the labor category name subtotal lines with their summary information. Select only one of the following items for your primary sort:
| Field | Description |
|---|---|
| Labor Category Name |
Select this option to use the Labor Category Name as your primary sort. |
| Labor Category |
Select this option to use the Labor Category code as your primary sort. |
| Employee Vendor Name |
Select this option to use the Employee Vendor Name as your primary sort. |
| Billing Rate |
Select this option to use the Billing Rate as your primary sort. |
Secondary Sort
Use this group box to select an additional sort of the data to be presented. If you do not want additional sorting to occur, select the same sort as the primary sort. The secondary sort options are:
| Field | Description |
|---|---|
| Labor Category Name |
Select this option to use the Labor Category Name as your secondary sort. |
| Labor Category |
Select this option to use the Labor Category code as your secondary sort. |
| Employee Vendor Name |
Select this option to use the Employee Vendor Name as your secondary sort. |
| Billing Rate |
Select this option to use the Billing Rate as your secondary sort. |