Labor Types
Here you can add/edit/delete Labor Types, which are one way to charge for labor in SI. Labor Types allow you to charge for labor within a project on a per product basis. See Labor Considerations for your options for charging for labor in SI Projects and Service Orders.
The Manage Labor Types form lists all of the Labor Types you have in your Catalog.
Details
Manage/Arrange
You can add new Labor Types or edit existing Labor Types. If you edit a Labor Type name, all products in your Catalog assigned this Labor Type will be updated with the new Labor Type name.
When you delete a Labor Type, the following warning will display informing you that if you proceed, the products in your Catalog assigned to this Labor Type will have this Labor Type and the associated hours removed from the product.
You can order your Labor Types using the Move Up/Down buttons.
Fields
Each Labor Type is broken down into four sections: Base Labor, Misc. Labor, Mgt. Labor and Design Labor. The Misc. Labor, Mgt. Labor, and Design Labor are considered Sub-Labor Types. There are eight columns: Cost/Hr, Price/Hr, Margin (%), Factor (%), Difficulty (%), Time Multiplier (%), Factored Cost/Hr, and Factored Price/Hr.
|
Field |
Description |
|---|---|
|
Cost/Hr: |
How much labor costs you per hour |
|
Price/Hr: |
How much you charge per hour of labor |
|
Margin (%): |
The margin between Cost/Hr and Price/Hr |
|
Factor (%): |
What percentage of each Base Labor hour you are charging the client. This number is always 100% for the Base Labor but you will most likely vary the Misc., Mgt., and Design percentages. This will affect the number of hours used in calculations. For example a Design Labor factor of 25% would mean that you would include .25 hrs (15 minutes) of Design Labor for each hour of Base Labor (Install Labor). |
|
Difficulty (%) |
This field is a multiplier for hours and it affects the Base and Misc. hours only. This number should be set to 100% by default but can be changed on a per project basis if you wish to increase the number of hours charged for Base and Misc. Labor. For example, if you change this number to 200% for the Rough-In Labor Type within a project, all products assigned to the Rough-In Labor Type would will double the existing hours. |
|
Time Multiplier (%) |
These numbers show the details of what is being multiplied. |
|
Factored Cost/Hr: |
Displays your Cost/Hr based on the number you enter for the Factor(%) |
|
Factored Price/Hr: |
This field cannot be edited. It is your Price/Hr based on the number you enter for the Factor(%) |
Ignore Labor Calculations
This option to have no labor calculations compute for a particular Labor Type. You might use this option within a Project, for example, where you were not charging labor and only want to charge a client for the equipment within a particular Labor Type.
Labor Type Specific Adjustment
This section for each allows you to set a Labor Adjustment %, on a per Labor Type basis. When you check the "Override price adjustments for product or labor (items) assigned to this labor type" checkbox, these values will override the Labor Adjustment % settings under Price Adjustments Settings.
Include in task estimated hours
Unchecking this option will ignore the hours associated with the Labor Type for Products when added to Tasks and not include them in the Estimated Hours. For example, you may only want your "Installation" Labor Type's hours to be used on Tasks.
Labor Type Mapping
This feature allows you to map the default Labor Types assigned to products in the D-Tools Library to your own custom list of Labor Types so that whne you download Products they will automatically be assigned the Labor Type of your choice.
In the example above, all three default names for Labor Types in the D-Tools Library are set to be "Site" upon download, and "Programming" will remain "Programming".
Adding Labor Types to Products
You can add multiple Labor Types to Products in your Catalog via the Price tab when editing a Product:
For each Labor Type you add, you will also set the number of hours. These hours are multiplied by the pricing set on the Labor Type to charge for labor when the Product is added to a Project or a Service Order.
You can add Labor Types to multiple Products in your Catalog via the Tools tab. Click here for details.
Within the Project Editor
There are additional functions on the Manage Labor Types form within the Project Editor regarding managing Labor Types. To open, click the Settings button then select Labor Types:
Within a Project you can adjust your Labor Types specifically for that Project. However, if you want the changes you make within a Project to be saved to your Catalog for all future Projects, you can. The Save as Default button will save the currently selected Labor Type to the Catalog while the Save All as Default button will save all Labor Types. The opposite of this is the Restore Default and Restore All Defaults buttons. These buttons will populate the Labor Type settings within the Project with whatever is in the Catalog.
These functions are most commonly used by new users who create their first Project before setting up their Labor Types and then want the changes they make in the Control Panel to apply to their existing Project(s).
The Add Labor Types button can be used if you created a Project and then created new Labor Types in your Catalog via the Control Panel. When you click this button, a form will open showing you the Labor Types that are not already in the Project. You can select the ones you want then click the Add button:
- © Copyright 2024 D-Tools