Setting Up Position Types and Rate Lists for Billing

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

You set up position types, such as Consultant, as products, and you designate them as resources. You then set up lists of hourly rates for the position types. When you apply the rate list 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 Siebel Applications Administration Guide.

This task is a step in "Process of Managing Clinical Projects".

Creating Position Types as Products

Complete the procedure in this topic to create position types as products.

To create position types as products 

1. Navigate to the Administration - Product screen, then the 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	Type the product (resource) name, for example, Consultant.
   Project Resource	Select this field to indicate that the product is a project resource.

   
   

Creating Rate Lists

Complete the procedure in this topic to create a rate list.

To create a rate list 

1. Navigate to the Administration - Pricing screen, then the 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 field.

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 is created as a product.

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