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Prerequisites

   Define Organizations. See: Organizations

   Define Employees. See: Employees.

   Define Jobs. See: Jobs.

   Define Implementation Options. See: Implementation Options.

   Define Expenditure Types. See: Expenditure Types.

   Define Non-Labor Resources. See: Non-Labor Resources.

   To define a bill rate schedule:

1. In the Bill Rate Schedules window enter a schedule name and a description of the schedule.

2. Specify the organization that uses the schedule.

3. Specify a schedule type.

4. Depending on the schedule type, specify bill rates or markups for employees, job titles, or non-labor expenditure types.

5. Save your work.

Attention: Retroactive changes to bill rates and markups do not automatically create adjustments. You need to adjust and recalculate revenue for affected items manually.

See Also

Fremont Corporation uses two bill rate schedules based on employees: a standard corporate bill rate schedule, and a special bill rate schedule for hazardous work used only in the Fremont Engineering's Environmental group.
The first employee bill rate schedule is the Standard schedule.
Organization	Fremont Corporation
Schedule	Standard
Description	Corporate standard bill rates
Schedule Type	Employee
Employee	Bill Rate
James Robinson	120/hr
Donald Gray	140/hr
Amy Marlin	130/hr
The next employee bill rate schedule is Fremont Engineering's Hazardous Work schedule.
Organization	Environmental
Schedule	Hazardous Work
Description	Hazardous area bill rates
Schedule Type	Employee
Employee	Bill Rate
James Robinson	170/hr
Donald Gray	190/hr
Fremont Corporation uses a bill rate schedule based on job for its Construction group, which often bids using block rates for highly competitive jobs.
Organization	Fremont Construction
Schedule	Block Rates
Description	Construction block rate schedule
Schedule Type	Job
Job	Bill Rate
Senior Engineer	140/hr
Staff Engineer	85/hr
Principal	200/hr
Staff Clerk	55/hr
Staff Draftsman	75/hr
Senior Consultant	150/hr
Staff Consultant	95/hr
Principal Consultant	200/hr

Fremont Corporation uses a bill rate schedule based on expenditure type to bill clients for non-labor items. Fremont's Standard Non-Labor schedule assigns each expenditure type either a bill rate or a markup percentage.
Organization	Fremont Corporation
Schedule	Standard Non-Labor
Description	Corporate standard non-labor schedule
Schedule Type	Non-Labor
Expenditure Type	Resource	Bill Rate	Markup Percentage
Air Travel			5
Automobile Rental			5
Personal Auto Use		0.26/mi
Meals			5
Entertainment			0
Other Expense			5
Computer Services		10/hr
Computer Services	VAX 9000	40/hr
Computer Services	HQ1 Seq	30/hr
Computer Services	Sparc	15/hr
Vehicle		90/day
Vehicle	Van	70/day
Field Equipment		8/hr
Other Asset			20
Consulting			30
Construction			40
Other Invoice			20
Supplies			10