Rate Model - User Rate - Group Rate - Role Rate? Which One first?

[herat]

Hi Team

I've been reading through the Rate Model information - great feature by the way.

My question is - in priority - Which 'rate' does the Resource Plan pull first?

Does it check the Rate Model first, and if matches pulls the value from Rate Model - and ignores the values set else where?

We already have a number of existing rates set at different levels - so wanting to understand flow and possible impact.

Thanks

[User147276]

We are using the rate model too and really enjoy it.  By default, the project gets a rate model and the resource plans against the project "inherits" it. 

We just have 1 default rate model with about 250+ entries (rate lines) for 2020.  So, unless you specify, the project is going to get the default rate model and it's associated resource plans.  You do have the option to change the rate model associated to a specific resource plan, if needed.

Are you asking about the rate model or the rate lines within the model you have set up?

In our case, with just one model, if we have a new resource who doesn't match any of the criteria in our current rate lines, then the resource plan ends up at $0.  I have exception reporting to catch that and then make adjustments to add a rate line, and then of course go and force the resource plan to update and have $$$.

[herat]

Hi - yes when the rate line matches within the model. thanks for answering.  Also if a Rate Model isn't associated to a project or demand - but rates exist for the different levels, what would the order be?

Thanks for the 'exceptions' tip - will have to definitely build reporting mechanism for this scenario.

[User147276]

So, Rate Model only works for resource plans against demands and projects.  We use all the other work types in PPM (like Enhancements), plus we log time against a number of other ITSM and SecOps tasks - i.e. incident, problem, change, secure incident response and vulnerability response.  The rate model doesn't "connect" to any of that - only against demands and projects for costing purposes, so everything goes to $0 because no rate model applies, plus "out of the box" resource plans are just applied to demands and projects - in NY.

We are trying to calculate the "total cost of ownership" of our apps and services, based on how much time our IT department logs to each work type in ServiceNow.  I'm doing all of that in a custom table with a script include we built to handle that - without any specific resource plans. We use operational plans and even those don't have a rate model associated.

Hope that helps.

[Noah Drew · Accepted solution]

Hey @herat !

Perhaps this is what you are looking for:

https://docs.servicenow.com/bundle/orlando-it-business-management/page/product/resource-management/t...

Look for the description of the Planned Cost and Confirmed/Allocated Cost fields.

They show the order of the applied Rates.

As long as no Rate Override is specified on the Resource Plan, the Rate Model is used.

Hope that helps!

If it did please mark as Helpful and consider setting the reply as the Correct Answer to the question, thanks!