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

herat
Giga Contributor

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

1 ACCEPTED SOLUTION

Noah Drew
ServiceNow Employee
ServiceNow Employee

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!

View solution in original post

5 REPLIES 5

krishna301
ServiceNow Employee
ServiceNow Employee
  • If the Rate override option is selected, the hourly rate specified in the Resource rate field is used.
  • If a rate model is populated on the project or demand to which the resource plan is associated, the hourly rate is derived from the rate model.
  • If rate model is not available,
    • Either group/role rates, based on the resource plan type
    • if the resource plan type is user, then labor rate card determines the hourly rate.
  • If no labor card is found for the user, the hourly rate is taken from the following time card property: Default hourly rate used when processing time cards if we can't get a rate from labor rate cards (in system currency).
  • If the hourly rate is in non-functional currency, budget reference rates are used.