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

find_real_file.png

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

find_real_file.png

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 

 

find_real_file.png

 

 

 

 

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. 

find_real_file.png

 

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!

 

 

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19 REPLIES 19

Vinicius
Kilo Contributor

I Agree with Ceekay, totally frustrating. And plus, theres no guidelines on Youtube or some use case there, just that quick overview video and a confusing document ... @Robert Fedoruk @Chuck Tomasi can you guys help us or point someone able to guide us through this feature? I mean, a sharp explanation of WHY we can create rate lines with a bunch of attributes and the tool simply doesnt attribute the right hourly rate?

krishna301
ServiceNow Employee
ServiceNow Employee

Will try to come up with a video with multiple scenarios shortly.

That would be awesome ... 

Is my case I'm looking forward to present it to a customer today. Using this default rate model, there's many rate lines:

1.Created a new demand with the rate model: Group -> User -> Role

2.Created a resource plan by USER:

find_real_file.png

It Should enter in this line:

find_real_file.png


But it goes with the default rate that is R$ 33,00/hour (I've set this value for tests)...

find_real_file.png

 

Why is not finding this line ???

What does your rate model look like? Where are the entities pointing to in your model?

Another thing to look at: What role does that user have? My guess is it isn't finding that rate because you didn't select "All other (*)" in the Role category and it is trying to find an exact match.

The issue is that the resource plan form doesn't show all 3 fields at the same time.  So if I select Resource Type = Group, I only see the Group field

select Resource Type = User, I only see the Group and User fields

select Resource Type = Role, I only see the Group and Role fields

So having a rate line in the model with all 3 values will never work.  And there is no "All Other (*)" value in the list of roles.