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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!

 

 

View solution in original post

21 REPLIES 21

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.

HI @krishna301  / @Vinicius  have found any fix for this?