Video - InEight billings
Rate Table Import Wizard

TRANSCRIPT

Using the Rate Import Wizard

Welcome to InEight Billings. This video demonstrates how to use the rate import wizard.

To open the rate import wizard, click on project administration, select rate tables, and then click import rates on the toolbar.

You can also access the rate import wizard from processes and by selecting manual rate imports.

First, download an existing template for each resource type and input the data to map it for billings to import.

If you already have an Excel file with the necessary mapping data, you can use that instead. Since we've already created a rate file, click next.

Click here to select the rate file you want to import.

You can select either single or multiple rates per row of data.

Single allows us to handle cases where there's only one rate per row of data. For example, if you want to load both straight time and overtime rates for a journeyman ironworker, you would need two rows of data to define these rates as each row will only have a single rate. In this case, since our rows contain multiple rates of data, let's select the multiple option.

Let's ignore the first row of our file since it's just header information.

You can also choose how many rows to ignore.

Next, select the type of rates we want to load into the rate table. Since these are labor rates, we will select labor. Click next.

Mapping Process

Mapping

The next step is to start the mapping process of the rate file.

You can see the spreadsheet data on the screen, which you can now use to define the mapping data.

You'll see either the classification name or code. Typically, we recommend using the code as it's an easier way to import the data. However, if you have the classification name exactly as it exists in Billings, you can use that as well. You only need one or the other.

So let's use the code in column B and the classification type in column D.

You need to include the classification type when adding in classification as the rate. It is the combination of the classification name or code, and the type that allows billings to know where to add the rate.

For example, if the classification code is IWJM type equals other and IWJM type equals craft, Billings will know what classification to load the rate to.

The classification path is only required if you have duplicate crafts.

If you want to define rates by company, you can use either the name or the code. If you need to define rates by resource type, such as employee, subcontractor, or DSP, you can do so here.

You can also load rates by resource name using their unique personnel code in the system. By entering that code in the rate table, you can import specific rates by person.

To successfully create a rate record, ensure the rate table has one of these assigned: classification, company, resource, or personnel.

Next, we'll map the customer class code to column A.

This text field is used in client reports or LEMs to reflect the client's classification terminology when it differs from internal classifications in the master data library.

The effective date that we want these rates to be in effect is column G. If that column doesn't exist in your Excel spreadsheet, there is a step at the end of this wizard that allows you to choose the effective date to apply to this rate table when you're generating it.

Let's map the remaining fields. We're going to use column H for straight time day shift, and column J for night shift.

If we wanted to add some units of measure, the code associated for those units of measure, there's additional fields at the bottom that allow us to do the mapping for those values as well.

Reviewing Rate Table Records

Rate table records view.

Now that we've finished mapping our fields, let's click next. Here we can see a list of all the records that it found.

This classification here does not exist in our personal classification resource library, so it will not load.

All the other classifications exist within this library and will be loaded. We can see in the bottom section over here, a sample of what we just brought in from the spreadsheet. The top section is what is physically loaded into each column in our rate table.

Let's click next.

Here we can choose to create a new rate table or update an existing rate table. If we choose to update an existing rate table, we can select an existing rate table from the drop down.

In this example, we'll create a new rate table. We need to enter a name for the rate table here.

Over here is where you can define an effective date if you didn't do so in the previous mapping screen.

We've already defined it, so we'll leave it as is. Let's enter in a code for the new rate table here. You can select a region that you want to associate the rate table with over here. Now let's click next.

We can see that we've successfully created the rate table. So now let's click finish to complete the process. Let's double check that our rate table was created successfully. We'll go back to the rate screen and click refresh.

We can see that our new rate table was created successfully.