Resource Assignment Rate Generation / Planned costs
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
a month ago
Two parts 1) I'm testing out whether or not our Resource assignments "Planned" cost is coming from the Blended rate (which I believe pulls from Labor Rate Card) or the Group rate. Ran in two separate projects in test environment, one matched using blended rate, the other matched using group. Which one is it pulling from? We are struggling to understand the Planned Costs now that we can't see it in Project tasks any longer (We used to use Resource Plans and task was the timecard task so we could view the planned amount in project task tab).
2)Where can we see Planned cost per Resource Assignment, not just one one cost plan generated for all combined?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks ago - last edited 2 weeks ago
Hi @melissacooney,
1) Which rate is being pulled?
The system follows a specific hierarchy to determine the rate. It sounds like your two projects have different configurations (e.g., one has a Rate Model and the other doesn't).The rate model is selected in the Financials tab on the Project Record as shown below:
The precedence is usually:
Rate Override: If you manually check "Cost Override" on the Resource Assignment form, that rate wins.
Rate Model: If a Rate Model is associated with the Project/Demand, it pulls the rate from the matching Rate Line (this is likely what you’re seeing as the "Blended Rate").
Labor Rate Card / Group Rate: If no Rate Model exists, the system looks at the Resource Group rate or the individual's Labor Rate Card.
Default Rate: If none of the above are found, it falls back to the system property (typically $50/hr).
Why the difference? Check if Project A has a Rate Model selected in the Project form. If Project B has that field empty, it will fall back to the Group Rate.
2) Where to see Planned Cost per Resource Assignment?
In the new model, ServiceNow intentionality aggregates costs into "Labor Cost Plans" (grouped by Role, Employee Type, etc.) to keep the Financials tab clean.
To see the individual breakdown:
Resource Assignments Related List: Open the Resource Assignments related list on your Project or Project Task form. Configure > Form layout > resource_plan.planned_cost and resource_plan.planned_hours to view the breakdown
If you have created a resource assignment for a group, navigate to the Resource Assignment record for the individual member. From there, open the Resource Allocation related list and then open the allocation record. Edit the form layout to add the Confirmed/Allocated Cost field, which displays the planned cost for the individual resource.
If you found this response useful, please mark it as Helpful and accept it as the Solution to help others with similar questions.
ServiceNow Developer | Here to Learn, Here to Share
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
2 weeks ago
Hi Mariam - This is very helpful. For question 1, we do not have the override button clicked on RAs, and none of our projects have a Rate Model chose either, so my best guess it is falling under item 3 or 4 on your response.
For the response on question 2, I do not have access to add those fields to the form, so I can just ask our developers to please add them.
I appreciate your very thorough response to my questions!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
2 weeks ago
Hi @melissacooney,
Happy to help, and thanks for the update.
ServiceNow Developer | Here to Learn, Here to Share