WorkPlace Project - Billing Rate Calculations

The Billing Rates pop-up form is located on several different pages within WorkPlace.  If the Bill Rate field is populated on more than one of these, WorkPlace uses a specific hierarchy to determine which will be the actual rate used when invoices are generated.  The actual rate used depends on two factors: (1) which pages have the billing rate field populated, and (2) is the user who created the transaction associated with any of the pages where the rate is listed?

 

Below is the priority order WorkPlace uses to select the actual billing rate:

 

Precedence

WorkPlace Page

Associated Pop-up Form

Use this Bill Rate if:

1

Project > Phase > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Employee field = Transaction creator

2

Project > Phase > Activity

Billing Rates Pop-up

Bill Rate field is populated and Labor Group field =  Labor Group listed on the Transaction

3

Project > Phase > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator is member of listed role

4

Project > Phase > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator not in Employee field or Role field

5

Project > Phase

Billing Rates Pop-up

Bill Rate field is populated and

Employee field = Transaction creator

6

Project > Phase

Billing Rates Pop-up

Bill Rate field is populated and Labor Group field =  Labor Group listed on the Transaction

7

Project > Phase

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator is member of listed role

8

Project > Phase

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator not in Employee field or Role field

9

Project

Billing Rates Pop-up

Bill Rate field is populated and

Employee field = Transaction creator

10

Project

Billing Rates Pop-up

Bill Rate field is populated and Labor Group field =  Labor Group listed on the Transaction

11

Project

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator is member of listed role

12

Project

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator not in Employee field or Role field

13

Project Maintenance > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Employee field = Transaction creator

14

Project Maintenance > Activity

Billing Rates Pop-up

Bill Rate field is populated and Labor Group field =  Labor Group listed on the Transaction

15

Project Maintenance > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator is member of listed role

16

Project Maintenance > Activity

Billing Rates Pop-up

Bill Rate field is populated and

Transaction creator not in Employee field or Role field

17

Security

General Tab > Time Heading

Bill Rate field is populated