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

Patti K
Tera Contributor

@PaulaaO     I've been looking for two days how to associate a rate model to resource plan, demand or project.  This string (and the one that you linked to this string) have been the closest but still don't have an answer.  How did you associated your rate plan to the project record?  Please and thanks!

Hi @Patti K the project form has a Financials section where the Rate model field is displayed. That's where you add the value of the Rate model you created and if the Rate model is active, it gets attached automatically to any Demand/Project record that gets created.

 

Hope this helps 🙂

Patti K
Tera Contributor

Yes, it did help.  I was able to attach the rate model to the project but the rates are not being affected; the default rate is being used.  Curious if you've ever used the entity resource in an attribute.  I find it odd that when creating a rate line, the Resource field isn't pulling from the values in the sys_user table; it's free-form text.  I feel like that is my problem. Any thoughts would be welcomed.  Thanks!