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

Aditi19
Kilo Contributor

Hello All,

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

Rate Model : 

Role-> User

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

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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 

 

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1 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

find_real_file.png

find_real_file.png

 

 

 

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. 

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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!

 

 

View solution in original post

19 REPLIES 19

Hi Miguel,

 

I have similar issue. 

 

I have rates based on Group and resource location. 

I have created a Rate model as below, on resource plan when i say Resource Type = Group , then based on resource location i should get different rates as defined.

find_real_file.png

I have rate lines as below

find_real_file.png

I have selected this rate model on project and created Resource Plan, allocated cost is correctly updated but planned cost is calculated with default rate and not the rate lines rate.

find_real_file.png

find_real_file.png

 

Please help me with this.

 

Thanks,

Saras

Hi Miguel,

 

Can you please help me fix the Planned Cost on Resource Plan. I have shared all the screen shots for your review.

 

Thank you

Aditi

krishna301
ServiceNow Employee
ServiceNow Employee

As the rate model is for Role & resource. The planned cost will not pick up the rate(from rate model) as there is no resource attached.

Please verify the resource allocations and the allocation cost. Drilldown into the highlighted record and check the cost at allocation records which are being created for each user.

Just extending to the above, if you want a rate other than default rate, create a rate line in the rate model with role & *(resource) combination

Hi Krishna,

 

Can you please help me fix the Planned Cost on Resource Plan. I have shared all the screen shots for your review.

 

Thank you

Aditi