Page 25 - Administering the System Participant Guide (SDL)

LESSON 4: CREATING AND MANAGING LABOR
CATEGORIES

Learning Objectives

Create new Labor Categories and modify Labor Categories at the system and project
level
• Create a new Labor Category
• Modify a Labor Category at the system level
• Add and modify Labor Categories at the project level

Introduction
Labor Categories in Unanet serve a variety of purposes. At their most basic, Labor
Categories provide a means to classify certain types of work. However, they can be
configured with additional attributes like general ledger accounts and multiple bill and
cost rates, each with their own effective dates. Labor Categories can be assigned at the
project level to be associated with users’ timesheet entries, and the rates associated
with those Labor Categories will appear on Forecast, Assignment, and Plan reports.

Labor Categories in Unanet
The master list of Labor Categories is configured and managed by the Administrator
and may require periodic modification based upon the projects or contracts worked on
by their company. Labor Categories can be defined in the master list in Admin Setup, at
the Project level, and at the Person Assignment level. The list in Admin Setup is
available system-wide, and any Labor Categories to be used in the system must first be
defined at this level. At the Project level, users with the Project Manager role can select
Labor Categories from the master list to associate with a specific project; this limits the
Labor Categories that are available for time charged to that project. Finally, a specific
Labor Category can be assigned to individual users through project People
Assignments.

Unanet recommends configuring bill rates for Labor Categories at the master
list level unless bill rates are negotiated on a project-by-project basis to
support contract-specific rates, while cost rates should be assigned on the
Person Profile > Time tab to increase the accuracy of cost reports.

Lesson 4: Creating and Managing Labor Categories ©2021 Unanet. All rights reserved.
25