Amount calculated on Expense line after time sheet is approved.

[Najmuddin Mohd]

Hello Community,

I’m reaching out for assistance regarding the amount generated on the Expense Line after timesheets are approved in the SPM module. By default, the amount is calculated using the fixed value of $50, which is defined in a system property.

However, I’d like to customise this so that the amount varies based on the individual user or their role. Specifically, we want to define a cost rate per user or role, and have the Expense Line calculation use the rate associated with the "Assigned to" user on the related task.

I’ve come across terms like Rate Model and Rate Card, but I’m having trouble connecting how they fit into this use case. Could you please provide a brief explanation or guidance on how to implement this?

Many thanks in advance!

[yogesh41 · Accepted solution]

Hi,

Let me give you very high level overview with supporting docs.

• There are two ways to define hourly rate for the user while respective Time Cards get processed, Rate Model & Labor Rate Card. 
• Labor Rate Card allows defining the hourly rate only using attribute of the user such as dept, location and Rate Type, Manage a labor rate card for refernece. 
• Rate Model is advanced framework that allow configure hourly rate based on entities like Project, Reourse Plan in addition to User. Rate Model is only applicable for Time Cards submitted for Project and Project Tasks, as Rate Model are being configured for individual Project. Rate Models for reference. 

Other references

• Actual project costs

Yogesh

[Najmuddin Mohd]

Hello @yogesh41 ,

Thanks for the reply. It made clear to me on Labor rate cards.
We create a Labor rate card, 
Add the associated Rate Type
Use filter conditions to filter the User table.


When time sheet is submitted, it moves through this table and checks whether the user falls in the defined category of Rate type and Conditions defined.

If it falls, it calculates according to it.

Thanks again.

Regards,
Najmuddin.