Field Definitions: SM Agreement Labor Allocation Form

The following is a list of field descriptions for the SM Agreement Labor Allocation form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Labor / Burden Allocation

Select the year for which set up labor allocations.

Note: The years available for selection depend on the term of the agreement. For example, if the agreement term is 10/1/14 – 09/30/16, the drop-down options will be 2014, 2015, and 2016. You can set up labor allocations for one or all available years.

Call Type


Enter the call type for which to enter labor allocations or press F4 to select from a list of planned call types (those set up for the agreement type specified on the agreement) or all SM call types.



Enter the Payroll company that applies to this labor allocation. Initially defaults the PR Co specified for this SM company in SM Company Parameters, but may be overridden as needed.



Enter the craft to which the labor allocation applies or press F4 to select from a list of valid crafts.


Enter the class to which the labor allocation applies or press F4 to select from a list of valid classes for the specified craft.

Leave this field blank if the labor allocation does not apply to a specific craft class.

Jan - Dec

For each of the months (January through December), enter the total labor hours to allocate to service work that will be performed during the specified year. For example, if you have two services, each performed monthly and estimated to take 2 hours, you would enter 4 hours for each month in the selected year.

As you enter the hours for each month, the system updates the Hours and Allocated columns (to the right of the Cost Rate field) accordingly. In addition, the system adjusts the Remaining amount in the Budget Labor Summary display accordingly. If you have entered a budget, the Remaining dollars will be a calculation of the Budget Total minus the Allocated dollars. If you have not entered a budget, the Remaining dollars will be the total of Allocated dollars and displayed as a negative amount.

Note: The system enables only those months that are applicable to the agreement term. For example, say the agreement term is 10/01/14 - 09/30/15. If you enter labor hours for 2014, only October through December will be enabled. If you enter labor hours for 2015, only January through September will be enabled.