Rate Lists

Rate lists show the billable rate for company employee labor. When creating a rate list, perform the following main tasks:

1. Create and release a new product with the necessary resource name (for example, Field Engineer). Make sure you select the Project Resource check box. Then, add the resource to your rate list with the corresponding rate.

2. Create a new position for the resource product that you create and associate the position with the billing product. You can then enter the users to bill at the newly created rate.

   Tip: The service calendar is used to calculate regular, overtime, and extended overtime charges. To set up schedule hours for employees, use the Schedule Hours view in the Schedules view of the Administration - Service screen. You can then associate the appropriate service calendar with an entitlement in the Entitlement Details view in the Entitlements view in the List view of the Agreements screen. For more information, see Defining Schedule Hours and Adding Service Information to Entitlements (End User).

   The entitlement schedule takes precedence over the schedule for the employee.