rate model not assigning to a project

tejender · a month ago

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

M Iftikhar · 3 weeks ago

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.

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tejender · 3 weeks ago

Hi
I have followed your steps and it worked . I have one more scenario that if i want to include a custom field- u_billable choice field with billable & non-billable options on resource_plan then want the rate model to follow the default project role scenario(from user table) and also only if it is billable(on resource plan table) the rate should be considered otherwise it should be 0 for non billable . How can i do that. Can you please help me with that one last time.
resource plan is created after the resource assignment is created right. if we do changes on resource plan later once it is created and set the u_billable field to billable will it work? or do we have to make the billable field it on resource_Assignement table only?