Code

Enter a code for the labor hours term.

Name

Enter a description for the labor hours term.

Service agreement

Select the related service agreement from the list.

Actual start date

Displays the actual start date of the terms for labor hours. The field is automatically populated by the reference date.

Actual end date

Displays the actual end date of the terms for labor hours.

Start date

Displays the date as of which the information that is displayed on the terms for labor hours is applicable. This date is derived from the life cycle.

End date

Displays the end date of the life cycle, until which the information you see on the terms for labor hours is applicable.

Hour type

Select the hour type that must apply to the labor hours term: Travel, Waiting or Work. You can only add one labor hours term of a particular hour type to a combination of service agreement + trade + service level.

Hourly wage

Enter the relevant hourly wage. This field is life cycle aware. Hence, changes will always be registered.

Type of labor hour term

Select which type of labor hour terms should apply to labor hour revenue calculations:

Threshold group

Select a relevant threshold group that applies specifically to these terms for labor hours.

Surcharge terms

Select the appropriate surcharge terms from the Surcharge terms TSI that apply specifically to these terms for labor hours.

Standard?

If you want to add a generally applicable labor hours term without linked trades or tradesperson categories and you want that term to be the standard labor hours term, set this field to Yes. Per service agreement, you can only add one standard labor hours term per combination of service agreement + hour type + service level. If you want to add non-generic labor hours terms, linking trades is optional. In that case, keep the default field value (No).

Linked trades

Displays the trades that are linked to the labor hours terms via the Link trades action on the action panel. You cannot link a trade to a term for labor hours if the field Standard? is set to Yes.

Linked tradesperson categories

Displays the tradesperson categories that are linked to the labor hours terms via the Link tradesperson categories action on the action panel. If any categories are linked to the labor hours terms, the field Tradesperson category is filled when labor hours are added via a Planon client application, for example the Planon PMFS app.

You cannot link a tradesperson category to a term for labor hours if the field Standard? is set to Yes.

Calendar

Specify the applicable calendar. Which tariff applies, depends on the working hours defined in this calendar. For work done outside working hours, you can define a surcharge in the Surcharge terms TSI.

VAT tariff / Tax rate

Select the applicable VAT / Tax tariff from the list. This field is life cycle aware. Hence, the changes will always be registered.

Comment

Enter a comment on the labor hour terms as required.