Resource Plan Confirmed/Allocated cost

Farfara
Tera Contributor

Hello, 

 

I defined a resource role with a hourly but the filed Confirmed/Allocated cost calculation is based on the default rate.

Can someone explain why and where can I find the script calculating this field.

 

Suggestion and advice are welcome. Please feel free to reach out if anyone had come across similar requests.

Regards,

 

FF

2 ACCEPTED SOLUTIONS

Hi @Farfara 

There you go, you can find the default rate in this function below.

 

new RateModelUtils().getDefaultRate();
getDefaultRate: function(){
	return gs.getProperty(this.CONSTANT.DEF_RATE_PROPERTY,'50');
},

 

 

Generally, The Confirmed/Allocated cost (hours) in Resource Allocation is rolled up from Resource Allocation Daily. There's a field named "Allocated hourly rate" to store the rate value. This field gets populated when the Resource Allocation Daily record is generated.

Timi_1-1711686409232.png

 

Follow the business rule below, you will find the getDefaultRate function mentioned.

Name: Create allocation daily entries

URL: https://<instance_name>.service-now.com/sys_script.do?sys_id=c2dfc0479320320064f572edb67ffb32

 

Cheers,

Tai Vu

View solution in original post

Hi @Farfara did you associate the Rate model to the project record? 

I have never tried with groups, our Rate model uses Resource role only, but I would expect to work the same

PaulaaO_0-1715781360665.png

 

PaulaaO_3-1715781676040.png

 

PaulaaO_2-1715781540191.png

 

View solution in original post

12 REPLIES 12

Community Alums
Not applicable

Hi @Farfara ,

Confirmed/Allocated cost in project currency = Confirmed Allocated Cost * Project currency exchange rate

 

There are three COSTS associated with a Resource Plan :

  • Planned cost. Amount in Planned hours multiplied by the hourly rate. This is a first draft estimate of the Resource Plan cost.
  • Confirmed/Allocated cost. Amount of confirmed or allocated hours multiplied by the hourly rate of the confirmed or allocated resources. Provides a more accurate estimation.
  • Actual cost. Based on the Time Cards used for the Actual hours, calculated using the hourly rate of each user and the hours worked.

 

Farfara
Tera Contributor

Thanks @Community Alums for the reply but when I defined a hourly rate in a resource role, It does not take it, It takes the default rate 50. 

Tai Vu
Kilo Patron
Kilo Patron

Hi @Farfara 

The Confirmed / Allocated cost in Resource Plan should be rolled up from the Resource Allocation related list.

Business Rule: Roll Up Allocated Cost to Resource Plan
URL:  https://<instance_name>.service-now.com/sys_script.do?sys_id=35c4ac20bf32010032a0854b3f073927
 
Cheers,
Tai Vu

Farfara
Tera Contributor

Thanks @Tai Vu but How can I ensure that it takes on the value ( hourly rate )denotes on the resource role not the default rate 50?