Rate model not applying on time card if no matching resource plan

[Gautam Krishna]

Hi,

I need some help on leveraging Rate model for time card to calculate actual amount correctly.

My rate model has attributes as Group (sys_user_group) & Role (resource_role).

• When I create a resource plan and rate model is correctly applied (planned cost as per rate model), any timecard submitted against this resource plan, actuals are calculated correctly.
• When other users submit time card and there is no matching resource plan, system is using "Default rate" defined in system property.

In order to handle above issue,  custom created "Group" and "Role" columns on timecard. Still system is not picking rate from rate model.

Any suggestion will be appreciated.

PS - If I define a rate model and specify task as project, it is picking that rate. But since I need separate rates per Group and Role, the model is not working as expected. 

--Gautam

[User147276]

I had this exact issue.  I ended up defining 2 additional attributes to be applied, and set the priority to after the group and role attributes.  My 2 additional attributes are resource.budget center and resource.title -that works for us because we have rates based on a resource's cost center and title, but it's the application of it that I wanted to share with you.

I ended up having to define 4 total attributes in order to get the actual rate to apply when resource plans were in a confirmed/allocated state and when the time cards were processed.  Our model works so that even resources without a resource plan get the correct rate applied, instead of the default.  Here's what we did:

The first line catches resource plans, but the 2nd line will catch the time cards without a resource plan.  You probably have some user attributes that could be applied, in place of where we have resource/budget center and resource/title.  Putting the "All Other (*)" in the group and role fields is the key, since those 2 fields have a higher priority.  Rate model fails without the All Other (*).

[Gautam Krishna]

Thanks for quick response and suggestion. My rate model is also very similar (Group and Role based). Though I don't have rates defined based on any additional attribute on User record. 

I will look for some alternate option. Let me know if you have any other suggestion.

[User147276]

Based on that screenshot....Isn't the Role assigned to a user?  On the sys_user record is a resource role field as well as a related list of resource roles. I'd make sure that a test user has that role name in your screenshot.

If you create another line item that says project All Other * and Group All Other* and then that role you have listed, it should create an actual cost, as long as there is a role on the user.  Try inserting another row with that criteria and see if you can generate a cost.  I'd pick a $1 or something that is it easy to spot to tell if it worked.  Good luck!