Cannot set hourly rate for a single user

jordimsant
Kilo Sage

3 weeks ago

I have looked around and I found nothing about setting hourly rate for a specific user like I can do for groups and roles. I would like to user this hourly rate in order to calculate costs when this user submits a Time Card. I have already seen that maybe I could define a Rate Line in my Rate Model, but I find more intuitive to define this base rate in the user directly. Why is this capability not available? Am I forgeting something?

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GlideFather
Tera Patron

3 weeks ago

Hi @jordimsant,

could you possibly share some more details to get the context?

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No AI was used in the writing of this post. Pure #GlideFather only
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jordimsant
Kilo Sage
In response to GlideFather

3 weeks ago

Hi GlideFather,

 

As far as I know, hourly rates of resources can be defined in the following entities:

  • Rate model
  • Resource role
  • Resource group
  • Default rate in system
  • Labor rate cards

Nonetheless, in the organization I am implementing SPM has certain resources that despite being in the same category as other workers follow a different hourly rate. I would like to know if I could assign an hourly rate to compute costs without having to create a new group, role or rate lines only for them.

 

I hope this gives you some more context, thanks for answering!

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Dhiren Aghera
Tera Guru

3 weeks ago

@jordimsant  I would recommend to try using the Individual Labor Rate  (Rate Card): A specific rate tied to a User's Time Sheet Policy, often used for billable rates vs. cost rates (e.g., $100 cost, $150 bill)

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jordimsant
Kilo Sage
In response to Dhiren Aghera

3 weeks ago

Hi Dhiren Aghera,

 

I don't understand where Labor Rate Cards fall in the cost environment, could you enlighten me? I mean, one can define hourly rates in differents spots:

  • Rate model
  • Resource role
  • Resource group
  • Default rate in system
  • Labor rate cards

My questions are:

  • Which is the order of execution?
  • All the entities mentioned before but labor rates generate expense lines once time card is approved. However, as far as I know, labor rate cards can be used to generate Time Cards. Does this mean that expense lines would be generated from labor rate before time card is approved? I don't understand the full flow of this entities.

Thanks for your help!

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