JB T&M Template Labor Rates
Company Tracker action: implementation-setup-jb-tm-template-labor-rates
Milestone: Job Billing / Module Setup (milestone_id=8, core_milestone_id=2)
Order: 5
Estimated duration: 0.5 hours
Typical owner: Controller / Billing
Purpose
Labor rate rows for a T&M template (effective dating, categories/restrictions as used).
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:
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
- Load rates for go-live templates that bill labor.
- Effective dates support old vs new rates.
- Do not list every restriction option on this page — F1 on the form.
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.
- Tied to template header labor-category / rate design.
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.