ppm Roles and Bill Rates

[Greg L]

We have the below user story as part of the implementation of spm, does anyone have a solution or know how this can be done?

As PMO,
I want to be able to create & group project resources by role and I want to be able to assign a default bill rate to each role,
So that this rate will be used to determine budget status/usage during the progress of a project.

AC1:

Ability to create roles for Project Team members.

AC2:

Ability to assign project team members to a role

AC3:

Ability to assign a standard bill rate to each role

AC4:

The bill rate per hour will be used to calculate actual cost (against time entered)

[Runjay Patel]

Hi @Greg L ,

Creating new role is something done by admin team, not advisable to give access to a team who can create role and assign group and group members to it.

Assigning and creating Rate card - you can use OOB role to "financial_mgmt_user, financial_mgmt_admin" to grant access.

You can define rate card based on role and designation, like below rate will apply to all ITIL user.

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[PaulaaO]

When you say role, are you referring to role as in permissions or Resource Role which is specific to Resource Management?

If it's the latter I can provide some guidance as that's how we've been using the functionality:

**disclaimer - we have not migrated to the new Resource Mng functionality yet; we're still using Resource Plans

a. we have a handful of groups for users in PPM space, such as PMOs, Project Managers, etc. Each of this group has the appropriate permissions to access and use the system, making sure to also inherit pps_resource role (this permission enables users to be used as resources and get allocated onto projects)

b. separate from Groups we have created a list of Resource Roles with appropriate hourly rates and we've assigned these to the users from the above groups so we have Resource X which is part of Group Y and attached to Resource Role Z

c. the admin is the one who adds users in the groups as they drive the permissions on the system, licences etc. As Runjay mentioned above any role (permissions) allocation should be done by admin and not by a standard platform user

d. we are using Resource Manager persona - they associated Users with Resource Roles and actually they are the one who manage the Resource Role database (creation, editing, allocation, etc.)

e. we also have created a Rate Model which gets attached to the project; the rate model contains rate lines (which need created within the Rate Model) that are aligned with the Resource Roles we have in the system

f. this means that once we have a Resource Plan created under a certain Resource Role, the rate model will kick in and all the calculations are done based on it, incl. when time cards get created and approved

Hope this helps 🙂

[phil_bool_unifi]

If you want to enable users to request that new Resource Roles be added, you could provide a Record Producer (that is, a form in the portal / employee center) that resource managers can use to suggest a new Resource Role. 

You could then have form this create a task for the admin team to do that, or you could even have it create the Resource Role.  You'd want appropriate people to approve it, and safeguards to prevent creation of a duplicate, but that's achievable.