Hi I have a request to create a rate model with rate lines such that it maps to my project and defines the user rate as declared in rate model.
For this i have created a default project role (u_defaulft_project_role) on user form and put india,us, manager choices
now my requirement is that according to this user's default project role field the cost mapping should happen
us-$20
india-$40
manager-$60
i have created a rate model and attached to the project but it is still taking deafult rate -$50 in consideration . Kindly help me with this .
i have installed ppm standard plugin on my demo instance and tried this
Kindly help me figure out what am i doing wrong that it is not calculating the cost accordinfg to the rate model
Hi Tejender,
From your description, it looks like you want to use the rate model for role-based project resource plans. A best practice here is to leverage the out-of-the-box Role entity instead of a custom field. This ensures that the system can correctly derive hourly rates from the rate model.
You can try the following steps:
1. Create a Rate Model with the role attribute entry.
2. Define the roles in the Resource Role (resource_role) table, for example:
- Consultant (US)
- Consultant (India)
- Principal Consultant
3. Add rate lines in the rate model for each of these roles
4. Assign the appropriate role to the user.
5. Create a Resource Plan for the project, make sure to fill the role first and then assign the resource.
This way, the system will calculate the cost according to the role and the mapped rate, instead of defaulting to the flat $50 rate.
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
Hi Tejender,
From your description, it looks like you want to use the rate model for role-based project resource plans. A best practice here is to leverage the out-of-the-box Role entity instead of a custom field. This ensures that the system can correctly derive hourly rates from the rate model.
You can try the following steps:
1. Create a Rate Model with the role attribute entry.
2. Define the roles in the Resource Role (resource_role) table, for example:
- Consultant (US)
- Consultant (India)
- Principal Consultant
3. Add rate lines in the rate model for each of these roles
4. Assign the appropriate role to the user.
5. Create a Resource Plan for the project, make sure to fill the role first and then assign the resource.
This way, the system will calculate the cost according to the role and the mapped rate, instead of defaulting to the flat $50 rate.
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
Hi Tejender,
If your requirement is to drive costing from the custom field(u_default_project_role) on the User table instead of the OOTB role, you can achieve this with a few adjustments in your rate model:
1. Update the Rate Model Attribute
- In your rate model configuration, change the attribute source to point to the u_default_project_role field from the User table. This ensures that the rate lookup will key off your custom field.
2. Add the Rate Lines
- Leave the End Date blank unless you want to restrict rates to a future date range.
3. Test with a Resource Plan
- Create a resource plan for your project (e.g., with user Abel Tutor).
- Make sure that the user’s u_default_project_role is populated correctly.
- Once you attach the rate model to the project, the system should pick up the cost based on that field(rate model) instead of defaulting to $50.
By doing this, you can preserve your existing user data and have the rate model calculate costs accordingly.
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.
