Calculating labor costs from resource is an important function in SPM. The preferred method to insure costs are calculated consistently is to use Rate Models for Project work. For Agile and SAFe work, you will need to use Labor Rate Cards and/or Group costs. However, there are exceptions. What if the resource does not yet exist such as a contractor or new hire? Perhaps a specialist must be brought in. In these cases, the Cost Override is a means to improve the accuracy of the calculated labor cost for a particular assignment.
The following guide is intended to help you utilize Cost Override with Resource Assignment.
- Ensure your instance is correctly setup for using Resource Assignment.
See the Community article Quick Start Guide for Resource Management. - Open a project in forms view and insure you are using the Default view
- You should already have a Related list, Resource Assignments. This list is showing the Resource Assignments directly associated to your Project but does not show any Project Task related Assignments. Open the Configure > Related Lists from the top left menu and locate, then add Resource Assignment -> Top Task. This will provide you with the list of all Resource ASsignment associated to the Project or its Tasks in Detail view.
- It’s a good idea to rename this Related List to something like All Resources.
- Now for Cost Override, it is available on the Resource Assignment form view (forms and workspace). Simply check the override checkbox and provide a cost.
- When using Project Workspace, you can add the resource quickly using the Resource tray in the Planning view but you will need to switch to the Details view to manage the Cost Override in the form. Unfortunately, at this time, Cost Override is not available in the Planning view Resource Assignment tray.
