How to create Expense Lines from Labor rates

[Sironi]

Hi,

Some one help me how to take Expense Line amount from Labor Rates.

i am using OOB script, as per Labor rate card  my Hourly_rate is 58.2$, but here is taking 100$ as default. How to Fix this.

1.we are maintaining all Users of Rate Lines under Default RateModel Only

2.we are NOT selecting any Rate Model on project level , it is always be empty in all projects, so system has to take always Default RateModel.

for that we updated RMRate (Script Include), as per this, if RateModel field is empty in Project , it will consider Default RateModel

[Rae Ann Prasnic]

Have you tried using a Rate Model? Below are steps for Creating a Rate Model. Look at these and see if that works as you desire.

Creating a Rate Model

There are three steps to creating a Rate Model.

1. Create a Rate Model

• Navigate to Project Administration > Rate Model > All

2. Define criteria for the Rate Model

• Set the criteria of a rate model by adding attributes from a set of predefined entities to derive resource hourly rates based on the criteria
• Navigate to Project Administration > Rate Model > All. Add or view in the Rate Model Attributes related list.
• For resource plans consider setting criteria for:
• • Resource Plan/Planned Hours
  • Resource Plan/Confirmed/Allocated hours

3. Create a Rate Line

• The rate line defines an hourly rate based on a specific set of criteria effective for a given date range.
• Navigate to Project Administration > Rate Model > All. On the Rate Model form, click the View Rate Lines related link.
• For resource plans consider setting criteria for different dates.
• Note: You must include All Other (*) in the corresponding criteria.

Recalculate Costs of a Resource Plan

If the hourly rate of a rate model changes, the resource plan will need to be recalculated.

• The resource plan must be in the Planned, Requested, Confirmed, or Allocated state.
• Navigate to the resource plan > click Recalculate Resource Cost in the Related Links.
• Refresh the resource plan to see the updated values.

Please mark reply as helpful or correct if applicable. Thanks! - Rae Ann

[Sironi]

Hi ,

Thanks for reply,

we have all this setup already.

still it is taking still Default rate(100 $ )

 

[Rae Ann Prasnic]

Attached is a guide with more details around resource rate calculations.

It is difficult to see with two small screen shots your entire setup but let me know if this helps.

Rae Ann

[Sironi]

1.we are maintaining all Users of Rate Lines under Default RateModel Only

2.we are NOT selecting any Rate Model on project level , it is always empty in all projects, so system has to take always Default RateModel.

for that we updated RMRate (Script Include), as per this, if RateModel field is empty in Project , it will consider Default RateModel

we have only one RateModel that is Default only

Project side: 

Rate model is empty.,we did some setup at RateLines Script Include. if RateModel is empty in Project record it should consider that Default model

in Project:

 Script Include: RMRates:

we have only one RateModel that is Default

  Created Resource Plan for Project:  see here still it is taking 100$ as default.

in Project:

Default Rate Models of Rate Lines : my rate line

Resource Plan :