Create custom Rate Model Entity
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04-22-2025 03:00 PM
Can we create custom Rate Model Entities or we have to use from one of the 7 OOB entities (Demand, Project, Project Task, Group, Role, Resource & Resource Plan) to create Rate Model attributes?
I have a requirement to create a rate model that considers a custom field on the Resource Assignment form "Country". When I created a custom Rate Model Entity and then loaded the rate lines, the rate model doesn't seem to work.
We are moving from the Resource Plan to Resource Assignment way of working, so not sure if ServiceNow will come up with an OOB Resource Assignment rate model entity as resource plans will no longer be used here.

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04-30-2025 08:14 AM
Hiya, I am currently only learning about this but my understanding is that Rate model will extend to Resource Assignments as well (they do have in the back end a RP anyway).
My suggestion is to look into Planning Attributes if you haven't already - these might help you achieve what you need -> Planning attributes
I also found the following:
Resource Assignment and Capacity Planning Guide - ServiceNow Community
From here Define criteria of a rate model it mentions that "you define the criteria by adding up to 10 attributes from the following entities:
- Project
- Project task
- Demand
- User
- Group
- Role
- Resource plan"
What is the behaviour of the "country" custom field? Does it reference location? Could it be linked to User table in any way (which should then fit with the above list)?
Otherwise, to your point, it would be good to understand (from ServiceNow) if RA will be included in the list or if we need to manipulate RP table instead and create some links with RA when it comes to custom fields. Might worth adding to the thread initiated by Luis Ataide from above article.