Add and Manage Labor Categories

Labor Category is used to distinguish the various types of Labor, which can be identified on a Financial Plan within a project.

To add a new labor category

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Labor Categories.
   The Financial Labor Categories page is displayed.

3. Click Edit.

4. Click Add New.
   A new row is displayed below.

5. In the Name field, type the new labor category required.
6. In the Abbreviation field, type the abbreviation suggested.
7. In the Description field, type the description for the new labor category if needed.
8. Click the arrow in the Type field.
   A drop-down menu is displayed.
9. Select the type required.
10. In the GL Account field, type the required account.

11. Click Save.

 

To edit labor categories

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Labor Categories.
   The Financial Labor Categories page is displayed.

3. Click Edit.

4. Double-click in the field required to edit.

5. Click Save.

 

To delete a labor category

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Labor Categories.
   The Financial Labor Categories page is displayed.

3. Click the Delete icon to delete the required labor category.

4. Click Yes to confirm deleting the category required.

5. The selected labor category is deleted successfully.