Organizing records by labor category
The Labor categories dimension lists the kinds of work your people do, such as Project Manager, Field Technician, or GIS Specialist, and groups them into billable work, indirect labor, proposal work, and time off. Each task and time entry carries one, and it decides the rate of every hour. This page covers the dimension itself; for choosing a category day to day, see Labor categories.
Jump to:
- What labor categories organize
- The groups in the suggested setup
- Filter by labor category
- Setting it up for your firm
- Example: utilization at a glance
What labor categories organize
In EVX Software's suggested setup, two records ask for a labor category:
- Tasks
- Time entries
A time entry recorded on a task takes the task's labor category and billable setting.
The groups in the suggested setup
| Group | For | Members in the demo |
|---|---|---|
| 1. Billable | Work billed to clients, one member per role | 34 |
| 2. Indirect Labor | Work for the firm that no client pays for | 4 |
| 3. Preliminary & Proposal work | Work to win projects | none |
| 4. Time off | Leave and holidays | 2 |
Each labor category has a name, a color, a description, and two settings: Billable, for work billed to clients, and Is time off, for leave.
Filter by labor category
Show Labor categories in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select 2. Indirect Labor and Time to see the hours no client pays for. See Filter with dimensions. Tasks lists can also be grouped by labor category.
Your firm's own categories replace these examples.
Setting it up for your firm
Administrators add and change labor categories, and set the rates for each one in the billing categories. See Setting up labor categories.
Example: utilization at a glance
The office manager selects 1. Billable in Labor categories and opens Time for last month, then does the same with 2. Indirect Labor. Comparing the two totals by person shows who spent the month on overhead.
What you can do next
- Labor categories for choosing a category on tasks and time.
- Setting up labor categories to add and change them.
- Dimensions for how dimensions work together.