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Setting Up Position Types and Rate Lists for Billing

If project team members are to bill their time to the project through the Team Workbook view, position types and rate lists should be set.

Position types, such as consultant, are set up as products and flagged as resources. Lists of hourly rates for the position types are then set up. When the rate list is applied to the project, the hourly rates for the team members are automatically supplied in the team workbook.

For more information about position types and rate lists for Professional Services, see Applications Administration Guide.

To create position types as products

1. Navigate to the Product Administration screen > Products view.
2. In the Products list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Product	A product (resource) name, for example, Consultant.
   Project Resource	Check this field.

To create a rate list

1. Navigate to the Pricing Administration screen > Rate List view.
2. In the Rate Lists list, create a new record and complete the necessary fields.
3. In the Rate Lists list, drill down on the Rate List hyperlink.
4. In the Rate List Line Items list, create a new record.
5. In the Add Position Types dialog box, select the Position Type and click OK.

   This list of resources has been created as a product.

6. In the Rate List Line Items list, complete the remaining fields.