Billing Classes

For Time and Material projects, billing classes can be used to indicate the billing code for each employee craft or equipment type, along with the billing rates associated with that billing code, as agreed upon between owner and contractor. For example, a Carpenter Foreman might have a billing code of CRP 2050 and billing rates of $40 standard time, $60 overtime, and $80 double time. All this information can be stored as a billing class on a project. The billing class can then be assigned to employees when inputting their hours on a time sheet. When recorded on the time sheet, this billing class information is output along with the employee’s hours to be processed via payroll according to your company’s established process.

Billing Class Setup

Organization and Project Settings

To use billing classes, your organization must first enable them at the organization level. This is done in Organization Settings > Progress > Time configuration by setting the Display Employee/Equipment billing class and rate codes toggle to ON.

After you set the Display Employee/Equipment billing class and rate codes toggle to ON at the organization level, new projects inherit the setting by default. For existing projects, the project admin can change the toggle at the project level manually.

Add Billing Classes

To add billing classes to a project, from the Project home page, select Billing classes from the left menu. The Billing classes page opens, where you can add billing classes along with their rates as needed.

Assign a Billing Class

You can assign a billing class directly to the employee or equipment for a project in the Assigned operational resources page. In the Assigned operational resources page, you can select the Billing class column drop-down list and choose available billing classes from the list. You can also assign or edit a billing class for an employee or piece of equipment when inputting hours on a daily plan. On a reason code- configured project, you can select the value in two different methods:
1. After adding a resource (employee or equipment), click the construction worker icon, and then select Billing Class to open the list of billing classes available for the project.

Select the applicable billing class for the resource, and then click Done.

2. Select the Construction worker icon to adjust the billing class assignment for an individual activity or reason code. When you click the Construction worker icon, a menu opens and shows the billing class options for the project. The billing class assignment selected on the Assigned operational resources is selected by default.

Rate code and Billing class status

Rate codes and billing class fields support the Available and Unavailable statuses from InEight Platform. This means changes to Rate code and Billing class statues can be made in a daily plan.

A validation error shows when you try to approve timesheets when an unavailable rate code or billing class is selected. Values marked as Unavailable generally show only when they are selected prior to the status change.

To resolve the validation error, select a different rate code or billing class under the timesheet’s Labor hours window, or change the status of the billing class or rate code to Available from the project setup page.

Billing Class Output

Billing classes output to the Time Center application, if used by your company, can also be output via timecard integration. Both can also be reported on as part of the Daily Plan Timesheet report.

For a comparative analysis of billing classes versus other payroll options, see Payroll Options Analysis.