Resource Assignment and rate calculation

[MS25]

There are 4 places where we can record rates for resources: 

1. Rate model and Rate lines 

2. Rate on Resource Role 

3. Rate of Resource Group 

4. Default Rate system property

On top of that we have a rate over ride (which is simply over rise a rate when creating resource assignment) 

My confusion is around Resource assignment only (not resource plan please) - we are using a new format of resource assignment as new implementation.

Which takes precedence if rate is defined for all 4 options? What will be the order? 

[M Iftikhar · Accepted solution]

Hello @MS25,

Based on my experience and ServiceNow guidance, the rate precedence for Resource Assignments works like this:

1. Rate Override on the Resource Assignment: if you manually enter a rate here, it always takes top priority.

2. Rate Model assigned to the project or demand: if no override exists, the system uses the rate defined in the Rate Model (this can consider the resource’s role, group, or other criteria).

3. If no Rate Model is available:

   • Group or Role rates are applied based on the resource plan type.

    4. Default Rate system property: if none of the above are defined, the system falls back to the default rate.

Related Community discussions:
What is the difference between 1) RESOURCE ROLE rate vs 2) RATE MODEL - role rate?

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

If my response helped, please mark it as the accepted solution so others can benefit as well.