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03-05-2020 02:13 PM
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
Solved! Go to Solution.
- Labels:
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Cost Management
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Financial Management

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03-05-2020 07:31 PM
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!

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04-07-2021 05:22 PM
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 ...
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04-07-2021 08:58 PM
Will try to come up with a video with multiple scenarios shortly.

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04-08-2021 05:10 AM
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:
It Should enter in this line:
But it goes with the default rate that is R$ 33,00/hour (I've set this value for tests)...
Why is not finding this line ???

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04-26-2021 09:53 AM
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.
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11-18-2021 01:32 PM
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.