Multiple Labor Rate Cards

[nickpk]

Hello,

I'm looking for help with being able to have multiple labor rate cards, per user.   This has come up because Company X is having issues getting their actuals to line up due to having different rates with different clients, per role/person.

Any help is appreciated, thank you.

- Nick

[Shiva Thomas]

Hi Nick,

Not sure if that help, but I configured my Labor Rate Card with the Order field to prioritize between multiple labor rate card.

The lowest orders correspond to the most specific conditions.

Example:

Order 9999 - Generic hourly rate

Order 800 - Generic hourly rate for XXX - Condition: User company is XXX

Order 700 - Business Analyst from XXX - Condition: User company is XXX & Title is Business Analyst

Order 600 - Business Analyst from XXX, India - Condition: User company is XXX & Title is Business Analyst & Location is India

Order 600 - Business Analyst from XXX, USA - Condition: User company is XXX & Title is Business Analyst & Location is USA

[Shiva Thomas]

Hi Nick,

The solution in my previous answer is Customer Centric, applied in the Customer's instance.

It's focused on a Customer managing Project Worker from different contractors. The customer wants to have the projects cost calculated automatically.

Are you looking for the reverse, a Contractor centric solution, where the contractor manages its consultants and price them differently according to each contract? To be applied in the Contractor's instance?

[Shiva Thomas]

Hi Nick,

For a Contractor centric solution, running on the contractor's instance, I would suggest you use Tasks Rate Cards instead and for each project, create at least one project tasks for each consulting fee. You can then assign the subtasks to your consultants.

Example:

Order 300: Generic consultant for XXX - Conditions: Task.Company: XXX

Order 200: Business Analyst for XXX - Conditions: Task.Company: XXX & Task name contains Business Analysis

Order 100: Business Analyst for XXX - Conditions: Task. Company: XXX & Task name contains Business Analysis from Senior Developer

Order 50: This Specific Project - Conditions: Task.project is "This Specific Project"

You can replace "Task name contains" if you create a custom field like "Job Profile" instead, with choices predefined like "Business Analyst Jr, Business Analyst Sr, Developer Sr, Developer Jr..."

Keep in mind, that the system will apply both Tasks Rate Cards and Labor Rate Cards and apply the first one that have a match for the conditions. It will check both tables, but stop looking after the first match in one of them.

[Niclas]

You can do this as followed:

1. Create multiple rate types, e.g. "Consultant at Client A" with Rate 70$ and "Developer at Client B" with rate 90$
2. Create a labor rate card for each of the rate types, with a condition that matches the user who shall be able to track time against this rates
3. Create a Timesheet policy "Allow multiple", where the "Allow multiple rate types" checkbox is checked (or update the default one)
4. If you do not have updated the default policy, open the user record in resource manager view. At field "Time sheet policy" add the "Allow multiple"  policy  (if you don't see the field, just add it to form or try list edit) 
5. Now if the user creates a time card, a new field "Rate Type" should be selectable. Based on the selected rate type expense lines are created either with a 70$ or 90$ hourly rate

NOTE: When calculating planned or confirmed/allocated cost, the hourly rate of the default rate type (selected on the time labor rate card) is used.  Keep this in mind if you know exactly that the user will not charge the default rate type on that specific resource plan. 

• For planned cost calculation it might be best to use the resource type "Role". Than for calculation the hourly rate defined on that role is used. However the hourly rate of the role is irrelevant for the expense line creation, which always uses the labor rate cards of the user. 
• For confirmed/allocated cost I do not see a "workaround" to force using another rate than the one from the users default rate type