This article provides a step-by-step guide on how to add labor and material charges to Preventive Maintenance (PM) tasks in Prism. It covers navigating to the correct PM task, accessing the Labor & Materials tab, selecting appropriate labor rates or materials, entering work details, and understanding how default values are populated. The guide also explains how to review and modify automatically populated fields and the hierarchy of settings that determine final charge values.
For information on setting up labor rates, please refer to the "Create and Edit Labor Rate" article.
-
Navigate to the PM task you want to add charges to. Navigate to Preventive then Tasks. Then click on the Task ID # of the task you would like to Edit.
-
Locate and click the Labor & Materials Tab and then click on + Labor and Materials.
- Select the appropriate labor rate or material from the dropdown menu.
-
If selecting labor:
- Choose the person who performed the work
- Enter the number of hours worked
-
If selecting material:
- Enter the quantity used
-
The system will automatically populate default values for:
- Charge code (based on labor rate/material settings)
- Markup (based on hierarchy: labor rate > tenant company)
- Billable status
- Taxable status
-
Review the automatically populated fields:
- You can override any of these defaults if needed by toggling or selecting different options
-
Add any additional notes or details about the charge if required.
-
Click "Save" to add the charge to the PM task.
Important notes:
- The final values for markup, billable status, and taxable status follow a hierarchy:
- Labor rate/material settings are checked first
- Then tenant company settings
- The most specific applicable setting will be used, but you can always manually override these on the individual charge if needed
- Unlike work orders, PM tasks do not have issue types, so that level of the hierarchy is not applicable here