Rate Lines created for Rate Model is not getting applied correctly on a Resource Plan

[Aditi19]

Hello All,

I am setting up a Rate Model for various Resource Plans.

Rate Model : 

Role-> User

Then I have set up the Rate Lines, where for various Users, I have given different Rates.

Once done, I created a Demand and under it, I created a  Role-based Resource Plan and I am expecting to see the Planned Cost to be calculated based on the Rate Model that is attached to the Demand. Unfortunately, it is multiplying the Planned hours with $50( not sure where it is coming from) , checked all the related setups.

My requirement is that the Planned cost should be calculated based on the Rate Line associated with the Rate Model applied on the Demand.

Please help me.

Aditi 

[Miguel Donayre]

If you go here you can change the rate - default its set to 50 

in your navigation filter, where you typed 'time', type sys_properties.list (return).

Then search for property com.snc.time_card.default_rate

you can also override that value in the resource plan by checking the "Rate override" box. It opens a new field and you can manually enter a rate.

Last here is how to get the rate from the rate model -

Resource plan costs

Resource plan costs can be tracked directly in the resource plan record. Resource plan costs are divided into planned, allocated, and actual.

If the Rate override option in a resource plan is selected, the hourly rate for calculating the corresponding resource plan cost is derived from the rate specified in the Resource rate field.

If a rate model is associated to the project or demand, the hourly rate is derived from the rate model. Whenever the hourly rates in the associated rate model change, you must recalculate the resource costs of the resource plan to reflect the new rates.

If rate model is not available, the hourly rate for calculating the corresponding resource plan cost is derived from labor rate card.

Projects and Demands can have multiple resource plans. The aggregated costs for all resources plans roll up to the Planned Cost and Allocated Cost fields and the Resource Cost section of both projects and demands.

Here is the documentation of the resource plan.

I hope that helps!!!

[Aditi19]

Thanks, Miguel,

But I have already removed the Default Hourly rate when processing the Timecards using the navigation : Cost: Administration: Properties. ( I am in New York version)

 

I tried to find the system property 

com.snc.time_card.default_rate under the

Time Sheets -> Administration> Time Sheet Policies.

Also, my problem is not with Rate override. ( i am aware of the functionality)

I want to use the Rate Model that I have set up, at the time of Resource plan creation at the demand level so that Planned cost can be calculated correctly. See the example in the above question.

It will be very helpful If you can let me know how can I make the above created Rate Model to work.

Requirement is :

1. Create a Role -> User based Rate Model .

2. Create two Rate Attributes under it

• Resource Plan-> Role
• Resource Plan -> User

Then create Rate Lines like below:

4. Once the Rate Model is ready, apply the Rate Model to a Demand.

5. Create a Role based Resource Plan for Developers.

Now if you see the Planned Cost, it is incorrect.

Here I want to see the Planned Cost to be created on the basis of the Rate Lines.

Is there a way I can connect with you?

[Miguel Donayre · Accepted solution]

It looks like your rate model is not working here. It's not finding any resources and it defaults to the $50 rate. 

You need to change the Rate Model attribute entity from "resource plan" to "role" and "resource" and the leave the attribute field to "none". Please note if another resource has those rate lines you cant save it to that rate model. they should look like this

Also, make sure that the "rate line" are well populated and is correctly assigned. The resources plan pull from that list of resources when it does its calculation 

I have a rate model with group -> role-> resource and it works just fine. I created your rate model and it would default to the $50 rate. 

Here is a video on the rate model to help you understand how it works. I also added an attachment on Rate Model. I hope that helps you out!

[Aditi19]

Thank you so much Miguel, it helped me fix my Rate Model. but the Planned cost on the Resource Plan is still taking $50.

The Allocation Cost on the Resource Plan is correct.

Rate defined in the Rate Model * requested hours.

But Planned Cost is 

Default Rate(50) * requested hours.

Steps I followed:

As advised I have corrected my Rate Model, 

 2. Setup the Rate Lines accordingly

Step 3. Created Resource plan using the Rate Model created above, the Allocation hours is coming correctly based on the Rate Model, but Planned hours is incorrect.