question Resource Assignment and rate calculation in SPM forum

Resource Assignment and rate calculation

MS25 — Thu, 13 Nov 2025 17:04:47 GMT

There are 4 places where we can record rates for resources:

1. Rate model and Rate lines

2. Rate on Resource Role

3. Rate of Resource Group

4. Default Rate system property

On top of that we have a rate over ride (which is simply over rise a rate when creating resource assignment)

My confusion is around Resource assignment only (not resource plan please) - we are using a new format of resource assignment as new implementation.

Which takes precedence if rate is defined for all 4 options? What will be the order?

Re: Resource Assignment and rate calculation

miftikhar20 — Thu, 20 Nov 2025 15:24:59 GMT

Hello @MS25,

Based on my experience and ServiceNow guidance, the rate precedence for Resource Assignments works like this:

Rate Override on the Resource Assignment: if you manually enter a rate here, it always takes top priority.
Rate Model assigned to the project or demand: if no override exists, the system uses the rate defined in the Rate Model (this can consider the resource’s role, group, or other criteria).
If no Rate Model is available:
- Group or Role rates are applied based on the resource plan type.

4. Default Rate system property: if none of the above are defined, the system falls back to the default rate.

Related Community discussions:
What is the difference between 1) RESOURCE ROLE rate vs 2) RATE MODEL - role rate?

Rate Model - User Rate - Group Rate - Role Rate? Which One first?

If my response helped, please mark it as the accepted solution so others can benefit as well.

Re: Resource Assignment and rate calculation

JayanthiHCL — Sun, 22 Mar 2026 11:49:35 GMT

should we configure any assosiation with rate model for resource assignment

Re: Resource Assignment and rate calculation

Namita Mishra — Mon, 23 Mar 2026 22:57:09 GMT

Hi @JayanthiHCL ,

You do not need to configure any association with rate model for resource assignment. To fetch the rates from rate model to your project, please refer the point 2 in @miftikhar20 's response.

Thank You!

Namita Mishra

Re: Resource Assignment and rate calculation

Community Alums — Tue, 24 Mar 2026 17:38:54 GMT

Thank you @Namita Mishra Appreciate your swift response.

When rate lines are changed , the recalculate resource costs in the RA does not recalculate the related resource plan or cost plan.
So what: If we ever move to quarterly or bi annual rate updates (or RAs that cross from year to year) we will have incorrect cost roll ups.

@miftikhar20