Associated Fees on a Per Person Basis

Associated Fees on a Per Person Basis

Project Settings - Associated Fees on a Per Person Basis
This function enables you to modify labor associated fee values on a per person basis when the fees vary amongst individual labors.
IMPORTANT NOTE:  There MUST be a value stated for every fee item when using this function, even if only one item differs from the default values in your project settings; this means that in order to change one item, you must fill in the default values for all the rest, as this function overrides the original project settings. These changes apply "globally", so this action will change all previous input and reflect all future input within the current bill file for that Labor Name.

To Add Labor Associated Fee Changes - Specific to Per Person:
  1. Open Associated Fee Changes - Specific to Per Person Table from the Project Settings File interface
  2. Then Click "ADD" to Open the CHANGE ASSOCIATED FEES FOR SPECIFIC LABOR Dialog (see image below) 

To Add / Enter Labor and Associated Fee Changes: (see below)
  1. Change Rates For - Choose the Labor Name from drop down list

  2. IMPORTANT - You MUST enter values for all the fee items, even if only one item differs from the default value in your project settings.

  3. If you enter a VALUE of $0.00 - you'll bill $0 when you apply that fee item to this Labor Name during input.

  4. Once your changes are made, click ENTER to apply the changes

  5. Click close to exit both dialog boxes

  6. Click ENTER at the bottom of the Project Settings interface to Apply your Changes to the Bill


To Remove an Existing Entry:
  1. Click to highlight the Entry you want to remove (see image below)

  2. Click on the REMOVE button

  3. Click Yes to confirm when prompted

NOTE: Removing an existing entry will revert back to default settings.


To Modify an Existing Entry:
  1. Click to highlight the Labor you want to Modify (see image below)

  2. Click on the MODIFY button

  3. Make your changes, then click ENTER to apply the changes

  4. Then click Close to exit both dialog boxes

  5. Click ENTER at the bottom of the Project Settings interface to Apply Changes to the Bill




    • Related Articles

    • Apply Weekly Associated Labor Fees

      Apply Weekly Labor Associated Fees **IMPORTANT NOTE: THIS WILL OVERRIDE THE DEFAULT SETTINGS ON THE PROJECT SETTINGS FOR EACH ITEM THAT IS ENABLED ON THE WEEKLY RATE DIALOG  **PROGRAM WILL BILL FULL WEEKLY RATE FOR EACH LABOR REGARDLESS OF HOURS OR ...
    • How to Apply Associated Fees Only

      Applying Associated Fees Only There may be a time when you need to bill a labor Associated Fees on a day they are not working. In order to do this, please follow the instructions. Add Labor Class in Price Data File Under Project Data Files, Click on ...
    • Project Settings - Pro Rate and Duplication Rule

      Pro Rate and Duplication Rule About Pro Rate Feature Pro Rate Feature Defined - Program will automatically Pro Rate all Associated Fees based on an 8 Hour Day Example - Daily Rate for Truck is $50.00 Labor works 4 hours - Program Bills $25.00 If ...
    • Project Settings - Small Tools

      Small Tools Setting Up Small Tools Small Tools is a common billed item in Time and Materials - Calculated as a Associated Labor Fee  Be sure to understand how is the used and billed (see image below) The most commonly used Small Tools is ...
    • End User License Agreement

      MASTER SOFTWARE AGREEMENT (MSA/EULA) THIS MASTER SOFTWARE AGREEMENT ("Agreement") is executed by and between T&M Pro Suite ("T&M Pro Suite") and you also known as the ("Customer") (each a "Party" and collectively the "Parties") and shall remain in ...