Enter, or click to select, a project. The field to the right displays the project name.

For projects that do not require a project work force, select this check box to display only those employees and vendors in the table who have been previously set up in the project work force. Leave this check box blank if you want all employees and vendors, regardless of work force status, to display in the table. This check box is automatically selected and grayed out for those projects that always require a project work force. 

Enter, or click to select, an employee for which you want to enter a labor rate. Only employees that have been assigned to the work force on the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen are available in this screen if you selected the Use Project Work Force check box in this screen. If you did not select the Use Project Work Force check box, all employees are available and valid in this field.

This non-editable column displays the name of each of the employees.

Enter, or click to select, a PLC for which you want to assign a labor rate. If you selected the Use Project Work Force check box, only PLCs entered on the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen are valid and available in . If you have not selected the Use Project Work Force check box, all PLCs that have been assigned to this project on the Assign PLCs screen of the Manage Project User Flow are valid and available.

This non-editable column displays the description of each of the PLCs.

Use the drop-down list to select a rate type for this vendor's labor rate. Costpoint uses rate types to calculate the labor rates that are used in revenue and billing calculations. The Load Labor Rates screen calculates the labor rates based on the rate type selected for the project and PLC. The rate types available are as follows:

• A (Actual Rate): This rate is calculated by dividing the total labor cost by the hours incurred. The Post Labor Distribution process posts the labor cost and hours directly from the timesheet line for the project/account/organization/GLC/PLC to the Open Billing Detail screen and the Manage Project Labor History screen. The labor cost on the timesheet can be affected by auto-adjustment or by several labor processes, including the Manage Wage Determination Rates screen, Apply Weighted Average Rate to Timesheets screen, and the Allocate Compensated Overtime Across Timesheet Lines screen. As a result, the rate that is calculated and inserted on the Manage Project Labor History and Manage Open Billing Detail screens may not be equal to an employee’s standard hourly rate. If you want the employee’s standard hourly rate on the Manage Employee Salary Information screen, select the S rate method. This rate type is usually used for multiplier billing and revenue formulas.
• B  (Billing Rate): This is the rate that is entered into the Rate field. There is no further calculation to the rate entered. This is the rate type that is generally used by Loaded Labor billing and revenue formulas. These rates are generally defined by the contract for the project.
• C (Ceiling Rates): This is the lower of the "Actual Rate" or a ceiling rate entered in the Rate field. Costpoint first calculates the actual rate and then compares it to the rate entered in the Rate field and uses the lower of the two. This rate type is usually used for multiplier billing and revenue formulas.
• S (Standard): This is the standard hourly rate for the employee. This rate is derived from the employee’s record on the Manage Employee Salary Information screen. The Load Labor Rates process identifies the employee for each transaction and selects the rate in the Hourly field in the Rates group box of the Manage Employee Salary Information screen. See the screen documentation for the Manage Employee Salary Information screen to obtain more information on how the Hourly Rate field is calculated. This rate type is only for employees and is not available when entering vendor or subcontractor labor. This rate type is usually used for multiplier billing and revenue formulas.
• T (Transactional): This rate is used by projects that bill using foreign currencies. To use this rate type, enter the labor rate that you want to use in the currency in which you want to bill. If you use the T rate type, no conversion is used for those labor rates. The rate entered in the billing rates screens is used on the bills. If you bill in foreign currencies and you do not use T rates, exchange rates are applied to the labor rates entered in the Rate field during the Load Labor Rates process.

Enter a labor rate if you selected B (Billing Rate) in the Rate Type column. Enter a ceiling rate if you selected C (Ceiling Rate), or a transactional rate if you selected T in the Rate Type field.

The Load Labor Rates screen loads these rates on the Manage Project Labor History screen and the Manage Open Billing Detail screen if the Effective Bill Date field in those screens falls on or after the date entered in the Starting Date field and on or before the date entered in the Ending Date field.

Enter a billing discount percentage for this employee/labor category. The discount percentage can be greater than 100% but cannot be negative. This field is visible only if the Discount Method on the Manage Revenue Information screen or the Other Info tab of the Manage Project Billing Information screen is PLC Discounts.

Enter the starting date on which the labor rate is available. If this field is left blank, the billing rate does not have a start date, and is available for the earliest open start date through the date specified in the Ending Date column. Costpoint uses a default date of 01/01/1900 if you do not enter a starting date in this field. You can modify this field at any time.

Costpoint compares the Starting Date to the effective date on the Manage Open Billing Detail screen and Labor History table during the Load Labor Rates process.

Enter the ending date on which the labor rate is available. If this field is left blank, the billing rate does not have an ending date and is available any time after the Starting Date, with no ending date. Costpoint uses a default date of 01/01/3000 if you do not enter an ending date in the field.

Use this drop-down list to select the source table for lookup via in the Vendor Billing rates table. This field is available only if the Project you entered is using work force or you selected the Use Project Workforce check box. Available options are:

• Vendor: If you select this option, the source table for lookup via in the Vendor field in the Vendor Billing Rates table is PROJ_VEND_LAB_CAT (Assign PLC to Vendor Work Force subtask of the Manage Vendor Work Force screen). After you select a vendor, the lookup in the Vendor Employee field is from PROJ_VEND_EMPL_PLC (Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen), filtered by the vendor you selected.
• Vendor Employee: If you select this option, the source table for lookup via in the Vendor field in the Vendor Billing Rates table is PROJ_VEND_EMPL_PLC (Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen). After you select a vendor, the lookup in the Vendor Employee field is from PROJ_VEND_EMPL_PLC, filtered by the vendor you selected.

Enter, or click to select, a vendor for which you want to assign PLC labor rates. 

If the Project you entered requires a work force or you selected the Use Project Workforce check box, the source table for is determined by the option you selected in the Work Force Lookup group box. Otherwise, all vendors are valid and available.

This non-editable column displays the name of the vendor that was entered in the Vendor field.

Enter, or click to select, the vendor employee for which you want to assign labor rates. 

If the Project you entered requires a work force or you selected the Use Project Workforce check box, the source table for is PROJ_VEND_EMPL_PLC (Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen), filtered by the Vendor you selected.  Otherwise, all vendor employees are valid and available.

This non-editable field displays the name of the vendor employee that was entered in the Vendor Employee field.

Enter, or click to select, a PLC for which you want to assign a labor rate. If you selected the Use Project Work Force check box, only PLCs that have been assigned to the work force on the Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen are valid and available in . If you did not select the Use Project Work Force check box, all PLCs that are assigned to the project on the Link Project Labor Categories to Projects screen are valid and available in .

This non-editable column displays the description of each of the PLCs.

Use the drop-down list to select a rate type for this vendor's labor rate. Costpoint uses rate types to calculate the labor rates that are used in revenue and billing calculations. The Load Labor Rates process calculates the labor rates based on the rate type selected for the project and PLC. Valid options are:

• Actual Rate (A): This rate is calculated by dividing the total labor cost by the hours incurred. The Post Labor Distribution screen posts the labor cost and hours directly from the timesheet line for the project/account/organization/GLC/PLC to the Open Billing Detail screen and the Manage Project Labor History screen. The labor cost on the timesheet can be affected by auto-adjustment, or several labor processes including Manage Wage Determination Rates, Apply Weighted Average Rate to Timesheets, and Allocate Compensated Overtime Across Timesheet Lines. As a result, the rate that is calculated and inserted on the Manage Project Labor History and Manage Open Billing Detail screens may not be equal to an employee’s standard hourly rate. If you want the employee’s standard hourly rate on the Manage Employee Salary Information screen, select the S rate method. This rate type is usually used for multiplier billing and revenue formulas.
• Billing Rate (B): This is the rate that is entered into the Rate field. There is no further calculation to the rate entered. This is the rate type that is generally used by Loaded Labor billing and revenue formulas. These rates are generally defined by the contract for the project.
• Ceiling Rates (C): This is the lower of the "Actual Rate" or a Ceiling Rate entered in the Rate field. Costpoint first calculates the actual rate and then compares it to the rate entered in the Rate field and uses the lower of the two. This rate type is usually used for multiplier billing and revenue formulas.
• Standard (S): This is the standard hourly rate for the employee. This rate is derived from the employee’s record on the Manage Employee Salary Information screen. The Load Labor Rates process identifies the employee for each transaction and selects the rate in the Hourly field in the Rates group box of the Manage Employee Salary Information screen. See the screen documentation for the Manage Employee Salary Information screen to obtain more information on how the Hourly Rate field is calculated. This rate type is only for employees and is not available when entering vendor or subcontractor labor. This rate type is usually used for multiplier billing and revenue formulas.
• Transactional (T): This rate is used by projects that bill using foreign currencies. To use this rate type, enter the labor rate that you want to use in the currency in which you want to bill. If you use the T rate type no conversion is used for those labor rates. The rate entered in the billing rates screens is used on the bills. If you bill in foreign currencies and you do not use T rates, exchange rates are applied to the labor rates entered in the Rate field during the Load Labor Rates process.

Enter a labor rate if you have selected B (Billing Rate) in the Rate Type column. Enter a ceiling rate if you have selected C (Ceiling Rate), or a transactional rate if you have selected T in the Rate Type field.

The Load Labor Rates process loads these rates into the Manage Project Labor History screen and the Manage Open Billing Detail screen if the Effective Bill Date field in those screens falls on or after the date entered in the Starting Date field and on or before the date entered in the Ending Date field.

Enter a billing discount percentage for this vendor/labor category. The discount percentage can be 100% but cannot be negative. This field is visible only if the Discount Method on the Manage Project Billing Information screen or Revenue Info screen is PLC Discounts.

Enter the starting date on which the labor rate is available. If this field is left blank, the billing rate does not have a start date, and is available for the earliest open start date through the date specified in the Ending Date column. Costpoint uses a default date of 01/01/1900 if you do not enter a starting date in this field. You can modify this field at any time.

Costpoint compares the Starting Date to the effective date on the Manage Open Billing Detail screen and Labor History screens during the Load Labor Rates process.

Enter the ending date on which the labor rate is available. If this field is left blank, the billing rate does not have an ending date, and is available any time after the Starting Date, with no ending date. Costpoint uses a default date of 01/01/3000 if you do not enter an ending date in the field.

Costpoint compares the Ending Date to the effective date on the Manage Open Billing Detail screen and Labor History screens during the Load Labor Rates process.