Set Up Worker Position Details

You can define what positions the project requires in the quote. To add a position, you have to use an existing job title for the client organization, and have that job title active for the supplier in the supplier contract OR have the permission to modify a job title OR have the free text entry permission (Settings > Job Title Edit Access for MSP and Manager on Project Requests).

If the client organization is using project worker engagements, the position details configured in the quote (timecard type, bill rates, and so on), are automatically added when the child worker engagement is created in the parent project engagement. You cannot edit these details on the child worker engagement, only in the parent project quote. For more information about assigning project workers, see Add Project Worker to a Project.

Note: You can click to save your configuration and complete later before you submit the quote.
Note: You can only create a maximum of 150 positions for a quote.
  1. Complete steps 1-7 as defined in Define a Quote for a Project.
  2. In the Quote Summary section, toggle the switch to expand the Worker Positions section.
  3. Click Add Position.
  4. In the Position Name / Job Title field, enter the job title. The application automatically suggests job titles defined for the client organization.
    You can click Advanced and use the search functionality to locate job titles by category.
    Note: A setting in the client organization's configuration controls edit access for this field (Configuration > Settings > Configuration > Configuration tab > Job Title Edit Access for MSP and Manager on Project Requests). For more information about this setting, see Client Settings.
  5. In the Position Description text field, enter a description of the position.
  6. Optionally, toggle the switch to expand the Bill Rates section.
    Populate the following fields:
    • Bill Rate - The bill rate for the position.
    • Bill Rate Units - From the drop down, select the unit type for the bill rate (hourly, daily, and so on).
    • Total Units - Enter the total amount for the position.

    The application automatically calculates the Time Amount field.

  7. Optionally, toggle the switch to expand the Timecards section.
    Populate the following fields:
    • Rate Application - From the drop down, select the rate application. For more information about rate application, see Rate Application.
    • Time Entry - From the drop down, select the timecard type for the position. Options in this drop down correspond to the selection in the Rate Application drop down. For more information about timecards, see Time Cards.
      Note: You cannot define project worker timecards if 'Weekly' or 'Monthly' bill rate units are used for the project.
    • Overtime Rule - From the drop down, select the overtime rule to apply to the position. This field is only active if ' Per Hour' is selected in the Rate Application field.
    • Work Period - From the drop down, select a configured work period for the position.
    • Time Source - From the drop down, select the time input source for the position.
    Note: The selections in the Timecards section must correspond to the selections in the Bill Rate section, or the application does not allow you to save the position configuration.
  8. Optionally, toggle the switch to expand the Expenses section.
    Note: Expenses can only be defined if you are using time cards for the project worker.
    Populate the following fields:
    • Expense Description - Enter text that describes the expense.
    • Expense Amount - Enter the expense amount.
  9. Click .