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JB T&M Labor Categories

Company Tracker action: implementation-setup-jb-tm-labor-categories Milestone: Job Billing / Module Setup (milestone_id=8, core_milestone_id=2) Order: 2 Estimated duration: 0.25 hours Typical owner: Controller / Billing

Purpose​

Create billing labor categories and link them to cost-side craft / class when T&M templates use labor categories.

Prerequisites​

  • Parent JB T&M Templates pattern decided (and category checkboxes on when this form is used).

Vista configuration article​

See the detailed Vista guide:

Configuring JB T&M Labor Categories

Field meanings and form steps live there. Do not restate them on this page. Use F1 on restriction/option fields for exact meanings.

Implementation guidance​

  • In scope only when templates use labor categories for rate breakouts.
  • Decide / load: define billing labor categories and map to craft/class used on cost.
  • Accept with the parent template pattern.

Tip depth for T&M design (sort, sources, retainage bill type B, when categories/rates apply) lives on JB T&M Templates — do not duplicate a field encyclopedia here.

Tips and gotchas​

  • Thin Tracker page by design. Implement from the Templates article + Vista + F1.
  • Link is billing category → craft/class on the cost side.

Done when​

  • Either: out of scope (N/A / hidden), or in-scope rows exist for go-live templates that need this form.
  • Owner accepts against the parent template pattern.