Labor – Tab

Pgm: RPFCAST – GC Monitor; standard Treeview path: Job Costing > Forecasting > GC Monitor - Labor tab

This tab is used to project labor costs, including labor burden costs.

NOTE: Only bill codes with categories that have their Cost Type field set to “Labor” and 'Include in Forecast' checkbox checked are available in Bill Code LOVs on this tab. For details, please refer to Maintain Cost Categories – Screen.

Labor & Labor Burden Forecast Lines

Two types of costs can be forecast on this tab to project total labor costs for an employee:

1.  Labor

Create forecast line to project labor cost based on employee’s charge rate, which defaults into line’s Default Hourly Cost Rate field, and based on employee’s billing rate, which defaults into line’s Default Hourly Billing Rate field.

2.  Labor Burden (Benefits, Deductions, Workers Compensation, Pubic Liability, Taxes)

Create forecast lines for each labor burden for the employee.

NOTE: Labor burdens must have been set up to be charged against the job, so that their costs are posted to the JC Transaction table.

Also, multiple lines can be entered against an employee and bill code, as long as the pay type is different. As shown below, the two lines with the same Employee and Bill Code fields are not duplicates since the Pay Type fields are different:

Labor Forecast Table

The following provides details about the columns of this tab’s table:

Hired

This checkbox is for reference purposes only and checking or unchecking the box does not impact other screens in the system. It is used to mark the labor-forecast lines to indicate if they have a hired role or not. Tracking the hiring status of a role helps highlight which roles still need to be filled for a job.

When checked, the box will stay in this state until unchecked. For example, if it is checked in Period 5 such that the data also exists in Period 1 for that line, the system will mark the box as checked in Period 1 for that line as well.

When unchecked in any period for the line, the box will stay unchecked until the user checks the box in any relevant periods for that line.

Trade

Trade of employee for the forecast line; employee’s trade is set via the Trade field on Company tab of Employee Profile.

Employee, Employee Name

Employee belonging to the selected trade doing the work specified by the bill code.

If “TBD” is selected, the Default Hourly Cost Rate (Charge Rate) field and Default Hourly Billing Rate (Bill Rate) field are determined using the selected trade and the TBD Trade Rate Maintenance screen’s table (standard Treeview path: Job Costing > Setup > Local Tables > Contract Forecasting > TBD Trade Rate Maintenance).

If selecting employees by their names via the Employee Name field is preferable to selecting them by their codes via the Employee field, use the Lite Editor to make the Employee field invisible, and to make the Employee Name field enabled.

Union

Employee’s union, as set via Union field on Personal tab of Employee Profile.

If the Employee field is set to “TBD”, the Job, Trade and Union fields are used instead to determine the values for the Default Hourly Cost Rate (Charge Rate) and Default Hourly Billing Rate (Bill Rate) fields, as set via the following pay rates maintenance screens and hierarchy (first rate found using following hierarchy is rate used):

1. Job Pay Rates Maintenance (standard Treeview path: Payroll > Setup > Pay Rates > Job)

2. TBD Trade Rate Maintenance (standard Treeview path: Job Costing > Setup > Local Tables > Contract Forecasting > TBD Trade Rate Maintenance).

3. Union Pay Rates (standard Treeview path: Payroll > Setup > Pay Rates > Union)

4. Payroll Trade Rates (standard Treeview path: Payroll > Setup > Pay Rates > Trade)

If this field is set to “ALL”, the Job and Trade values are used to find the pay rates, and the Union value to search for is treated like a wildcard.

If this field is set to “NONE”, the Job and Trade values are used to find the pay rates, and the Union Pay Rates table is not searched.

If this field is left blank, the Job and Trade values are used to find the pay rates, and the Union value is treated like a wildcard.

FLSA Exemption    

If the ‘Apply FLSA Exemption Rule to GC Monitor’ checkbox is checked on the Forecast tab of the System Options screen (standard Treeview path: System > Setup > System Options – Forecast tab), and the ‘Unionized’ checkbox on the Personal tab of the Employee Profile is unchecked (standard Treeview path: US Payroll > Setup > Employees > Employee Profile – Personal tab), this field is set to NULL and disabled.

NOTE: Escalators can be set for Unions via the Escalators Maintenance – Screen.

Pay Type

Select the hours type to use for the Default Hourly Cost Rate (Charge Rate) and Default Hourly Billing Rate (Bill Rate) fields.

FLSA Exemption

If the ‘Apply FLSA Exemption Rule to GC Monitor’ checkbox is checked on the Forecast tab of the System Options screen, and the FLSA Type field on the Personal tab of the Employee Profile is set to “Exempt”, this field is set and locked to “NWHR”. Also, the maximum number of hours that can be entered in the Default Weekly Cost Hours field becomes 40.

Bill Code

Select the bill code to use for this forecasting line. Refer to Maintain Cost Categories – Screen for details about what bill codes appear on what tab.

Job

Job to which this line’s costs are charged; LOV limited to jobs associated to JB Contract.

Cost Code, Cost Code Description

Cost code for the forecast line. Only cost codes associated to categories set to appear on the Labor tab will be available. Refer to Maintain Cost Categories – Screen for details about what cost codes appear on what tab.

Category

Category for the forecast line. Refer to Maintain Cost Categories – Screen for details about what categories appear on what tab.

Cost Cutoff Date

This date will be used as the last day to calculate actual costs, and the day following this date will be used to calculate the projection moving forward. If no date is entered in the Cost Cutoff Date field, there will be no actual costs.

The following graphic illustrates how projected cost becomes actual cost when the cost cutoff date is updated.

For details about what Cost Cutoff Date will default into this field, please refer to "Cost Cutoff Date" in the following article: Selection Criteria – Section.

Start Date, End Date

Employee’s start and end date; these dates default in from the contract’s Contract Start and Contract End fields.

NOTE: Since preliminary and finishing work is required to complete a JB contract, labor resources can have start and end dates that lie outside of a contract’s start and end dates.

Default Weekly Cost Hours

This field’s value defaults to “40”, and it is editable. The field’s value defaults to the Weekly Cost Hours and Weekly Billing Hours fields for each period of the forecast line’s period details (viewed in Period Details pop-up launched by the [Period Details] button on the Labor tab).

FLSA Exemption

If the ‘Apply FLSA Exemption Rule to GC Monitor’ checkbox is checked on the Forecast tab of the System Options screen, and the FLSA Type field on the Personal tab of the Employee Profile is set to “Exempt”, this field’s maximum is set to “40”.

Default Hourly Cost Rate

This rate is the charge rate that would be used for the employee’s timesheet.

For details about how the system determines an employee’s charge rate, please refer to Pay Rates Setup.

NOTE: Even if the ‘Use Pay Rate for Charging Job Timesheets’ checkbox is checked for this job’s company in the PY Control File, the charge rate (not the pay rate) is used in GC Monitor.

Always Restrict To Current Rate in GC Monitor

If the ‘Always Restrict To Current Rate in GC Monitor’ checkbox is checked on the Forecast tab of the System Options screen, regardless of what period is being forecasted, the cost rate used is the one set up for your current system date, not the cost rate set up for the period being forecasted.

Hourly Cost Rate Override

Use this field to override the default value in the Default Hourly Cost Rate field.

Default Weekly Billing Hours

This editable default value is calculated using the Hours/Year field and on the Personal tab of the Employee’s Profile; if no entries for these fields are found in the Employee’s Profile, this value defaults to “40”.

Default Hourly Billing Rate

This rate is the bill rate that would be used for the employee’s timesheet.

For details about how the system determines an employee’s bill rate, please refer to Pay Rates Setup.

Always Restrict To Current Rate in GC Monitor

If the ‘Always Restrict To Current Rate in GC Monitor’ checkbox is checked on the Forecast tab of the System Options screen, regardless of what period is being forecasted, the billing rate used is the one set up for your current system date, not the billing rate set up for the period being forecasted.

Hourly Billing Rate Override

Use this field to override the default value in the Default Hourly Billing Rate field.

Actual Hours To Date

Actual hours posted via timesheets for employee, bill code and job combination.

Actual Cost To Date

Actual amounts posted to JC Transaction table for employee, bill code and job combination, up to the date specified by this line’s Cost Cutoff Date field.

NOTE: Whether the bill code is for labor (based only on charge rate and billing rate) or a labor burden (i.e., benefit, deduction, workers compensation, pubic liability, tax), the bill code must have been set up to be charged against the job.

Actual Billed To Date

Actual billing amounts posted via timesheets for employee, bill code and job combination, up to the date specified by this line’s Cost Cutoff Date field.

ETC Projected Cost Hours

Total number of cost hours required to complete work from this line’s cost cutoff date to this line’s end date, as calculated in the Period Details popup. This field’s total is the sum of all the hours under the Projected Cost Hours column of the Period Details popup, and this column also displays this total at the bottom of it.

ETC Projected Cost Amount

= ETC Projected Cost Hours x Default Hourly Cost Rate

Total cost amount required to complete work from this line’s cost cutoff date to this line’s end date.

ETC Projected Billing Hours

Total number of billing hours required to complete work from this line’s cost cutoff date to this line’s end date, based on this line’s default weekly billing hours.

ETC Projected Billing Amount

= ETC Projected Billing Hours x Default Hourly Billing Rate

Total billing amount required to complete work, from this line’s cost cutoff date to this line’s end date.

Total Projected Cost Hours

= Actual Hours To Date + ETC Projected Cost Hours

Total Projected Cost Amount

= Actual Cost To Date + ETC Projected Cost Amount

Total Projected Billing Amount

= Actual Cost To Date + ETC Projected Billing Amount

[Period Details] – Button

Period Details pop-up window launched from the [Period Details] button on the Labor tab of the GC Monitor screen

When a labor forecast line is created, the component forecast lines for each GL period after the current forecast period, which make up the main forecast line’s period details, are set to the defaults entered for the main forecast line. For instance, in the Period Details pop-up, each period’s Hourly Cost Rate value is set to the main forecast line’s Default Hourly Cost Rate value.

NOTE: Only future periods are forecasted in a forecast’s period details.

The Period Details pop-up is used to change these defaulted values for the future periods in order to update and enhance the forecast’s accuracy. Additionally, it displays a breakdown of the Projected Cost Amount and Projected Billing Amount for each future period. The total at the bottom of the Projected Cost Amount column is displayed by the ETC Projected Cost Amount field of the main forecast line, and the total at the bottom of the Projected Billing Amount column is displayed by the ETC Projected Billing Amount field of the main forecast line.

If a default value in a future period’s forecast line is changed, its background in the Period Details pop-up becomes yellow, and so does the main forecast line’s background, as shown below:

Fields

View History – Checkbox

If checked, the Previous Period Forecast Cost, Previous Period Forecast Billing, Actual Cost Amount, and Actual Billed Amount columns are visible.

Working Days Per Period

This field displays the number of calculated working days for the period. If the first period in this popup has the cost cutoff date within its range, its number of working days is calculated from the cost cutoff date onwards.

[Default Missing Bill Codes] – Button

This button’s functionality will look at the JB Contract to locate bill codes set to appear on this Labor tab (bill codes with categories having their Cost Type field set to “Labor”) that have yet to be added as forecast lines. If missing bill codes are found, forecast lines for them will be added to this tab.

[Push Update to Resource Plan] – Button

Clicking this button exports the selected forecast line to the corresponding record in Resource Planning as a need line.