Labor Resource Class
The Labor Resource Class screen allows you to add and define labor resource classes. Labor resource classes are categories used to classify employees, calculate cost and effort for planned hours, and generically plan labor hours when specific employee needs are not known. The rates associated with labor resource classes are stored by effective date.
Examples of labor resource classes include: surveyor, engineer, and architect.
General
In the General area, enter information to define a labor resource class.
| Field | Description | |
|---|---|---|
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Code | Enter a unique code for the labor resource class. Once a code has been entered and submitted, it cannot be changed. |
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Name | Enter a name to describe the labor resource class. The name does not have to be unique. |
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Labor Bill Class | Enter or select the labor bill class associated with the labor resource class. The labor bill class is used in conjunction with the primary hours type to identify which billing rate on a labor bill rate schedule is used to calculate effort for the labor resource class. |
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Multiplier Group |
Select the desired multiplier group to be assigned to this resource class. This multiplier is used to calculate effort for costs scheduled to this labor resource class. |
| Resource Pool |
Enter or select the resource pool that the labor resource class belongs to. Assignments made to a labor resource class are routed to the manager of the selected resource pool and can be used in queries and reports to filter or group resources. If this field is updated, a process is triggered to update all assignments for the labor resource class. |
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Budget Category | Enter or select the budget category associated with the labor resource class. Any effort calculated for the labor resource class is mapped to the selected budget category to derive or compare budgets. Only budget categories with a labor/expense type of Labor can be selected. |
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Currency | Enter or select the currency of all cost rates associated with the labor resource class. |
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Primary Hours Type | Enter or select the hours type associated with the labor resource class. The hours type is used in conjunction with the labor bill class to identify which billing rate on a labor bill rate schedule is used to calculate effort for the labor resource class. |
| Company | Enter or select the company associated with the labor resource class. If a company is selected, only employees that belong to the selected company can be assigned to the labor resource class. | |
| Organization | Enter or select the organization associated with the labor resource class. The organization must belong to selected company. If an organization is selected, only employees that belong to the selected company and organization combination can be assigned to the labor resource class. | |
| Location | Enter or select the location associated with the labor resource class. If a company is selected, the location must be defined for the selected company. If a location is selected, only employees associated with the selected location can be assigned to the labor resource class. | |
| Discipline | Enter or select the discipline associated with the labor resource class. If a discipline is selected, only employees associated with the selected discipline can be assigned to the labor resource class. | |
| Status |
Select the status of the labor resource class. |
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Cost Rates
In the Cost Rates area, enter cost rates for the labor resource class by effective date. Cost rates are used to calculate estimated and scheduled costs when the labor resource class is scheduled on projects.
| Field | Description | |
|---|---|---|
| Effective Date | Enter or select the date that the cost rate becomes effective. If no effective date is entered, the associated rate is considered the earliest effective rate and all other rates must have an effective date. | |
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Rate | Enter the cost rate for the labor resource class. |