[JB] Setting Up Labor Rates in a T&M Template

1. Labor Category:

   • Each labor cost is tied to a craft/class combination.

   • Press F5 on the Labor Categories field to see existing categories or create new ones.

2. Filters:
   Costs are pulled into a Labor Rate if they match these filters:

   • Earn Type – only costs with the selected Earn Type

   • Factor – only costs with the selected Factor

   • Shift – only costs with the selected Shift

3. Rate Option:
   Determines how the Labor Rate is calculated:

   • C – Actual Costs: Use posted costs

   • R – Labor Rate: Use the rate in New/Old Rate fields based on effective date

   • F – Earnings Factor: Multiply the earnings factor by the specified rate

4. New/Old Rates:

   • New Rate is used unless the cost date is before the Labor Rate Effective Date, then Old Rate applies.

Labor Rate Overrides

• Use overrides when normal labor rates aren’t specific enough.

• Overrides use the same filters (Earn Type, Factor, Shift) plus:

  • Employee – only costs for the selected employee

  • Craft – only costs for the selected craft

  • Class – only costs for the selected class

• Overrides take priority over regular Labor Rates.

Tips & Notes

• Test your setup by initializing a bill to see how costs are pulled. Adjust and reinitialize if needed.

• Make sure Rates tab is checked in the Labor Rate Options on the Info Tab to use labor rates on bills.

• A cost cannot belong to two labor rates; if it does, it will show an error in JB Error List.