Page 26 - Administering the System Participant Guide (SDL)

The Master List of Labor Categories
The list of available Labor Categories in Admin > Setup can be modified at any time by
the Administrator. In addition to the ability to classify work by labor category, Unanet
also has a number of options when it comes to person and labor category rates:

• Users in Unanet can be defined with a default bill and cost rate.
• The master list of Labor Categories can also contain zero to many bill and cost
rates with effective dates.
• Project Managers can configure each labor category to utilize the master labor
category rate or a project level custom set of rates.
• Project Managers can limit which Labor Categories are available on a project by
project basis.
• Projects can be defined to use either a person's or a labor category's rates.
• Multiple rates can be established per labor category (at both the master and
project level) along with an associated effective date.
• Project Managers can explicitly specify a labor category for a specific user's
assignment, but then choose to use either the person's rate or the labor category
rate.
• Labor Categories can also be used within the Planning module to assist with
providing bill and cost information for planning and forecasting purposes.

Demo 4.1 – Modify the Master List of Labor Categories
Log in as the Administrator, Ralph Durbin (rdurbin/welcome) to review the
configuration options for Labor Categories.

Demo Highlights

• Discuss the fields and configuration options of a new Labor Category.
• Assign project-level Labor Categories.

Managing Project Labor Categories
When Labor Categories are assigned to a project, they become the only available
options for users to select when charging time to the project. If People Assignments
include a Labor Category, then time charged to the project will be restricted to the
selected Labor Category on the user’s timesheet. Assigning Labor Categories at the
project or assignment level allows the Project Manager to override the bill rate
established at the master list level to support contract specifications.

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