Rates Tables

IPM Rates tables are used in the Timesheets fields to calculate the pay rates and expense details on a Job. As each Job may use different pay rates, you can add a number of rates tables in IPM Reference Data to be used on different jobs.

 

To Add a New Rates Table

  1. In the drop down navigation menu, click on IPM Reference Data > Rates Tables
  2. Click New IPM Rate to bring up the new Rate Table form:

 

 

  1. Enter a Name for the Rate Table
  2. Click Save to gain access to other items in the left hand menu

 

18.1.1 To Add IPM Expense Details

To add details of all the expenses associated with your rate table so that these can be use to calculate expenses in the Timesheet section, use the following steps:

  1. In the drop down menu of the new Rate Table form, click IPM Expense Details
  2. Click Add New IPM Expense Detail to bring up the new Expense Detail form

 

 

  1. Enter an Expense Type by clicking on and selecting from the list
  2. Enter the Rate
  3. Click Save and Close if this is the only Expense Detail to add, or Save and New if you wish to add more

 

18.1.2 To Add IPM Jobs

To add the Jobs you will use this Rate Table for, use the following steps: (Alternatively, this Rate Table can be added to the Job file after it is created)

  1. In the drop down menu of the new Rate Table, click on IPM Jobs
  2. Click Add Existing IPM Job in the top menu to bring up the Look Up Records box

 

 

  1. Select the Job you wish to add by clicking on the Job Name, or by checking the box beside the Job name and clicking OK
  2. The selected Job will now appear in the Rate Table list of IPM Jobs

Note: You can add a new IPM Job through this section by clicking on Add New IPM Job and following the steps outlined in Chapter 4, 1.3.

 

18.1.3 To Add Rate Details

To add rate details for use in the Timesheet section, use the following steps:

  1. In the drop down menu of the Rate Table, click on IPM Rate Details
  2. Click on Add New IPM Rate Detail to bring up the new Rate Detail form:

 

 

  1. Enter a Resource Group by clicking on and selecting from the list
  2. Enter a Pay Type by clicking on and selecting from the list
  3. Enter the Rate for the Resource Group
  4. Click Save and Close if this is the only Rate Detail to add, or Save and New if you wish to add more

 

Once you have added all the necessary information to your Rate Table, click Save and Close. The Rate Table will now appear in the list in IPM Reference Data and can be used to calculate pay rates in the Timesheet section.