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

wlam
Tera Contributor

Hi SN Community

Any help appreciated.  I am struggling understanding the role rates.

 

Can anyone advise me the difference between 1) RESOURCE ROLE rate   vs 2) RATE MODEL - role rate ?

For what purpose would each rate be pulled and when/where?  (e.g. Resource Plan)

 

Example:  I have a Senior Software Engineer.    For item 1, the rate is $80.   For item 2, the rate is $100.   

 

1) RESOURCE ROLE - rate  (e.g. Senior Software Engineer = $80)

wlam_0-1707417326567.png

 

2) RATE MODEL - rate line (e.g. Senior Software Engineer = $100)

wlam_1-1707417490765.png

 

 

1 ACCEPTED SOLUTION

Chris139
Tera Expert

I believe the rate model is used first if it defined.  So, for most cases your defined role/group rates shouldn't matter.

However, if you don't have a rate model defined, OR, no rate lines match, then the system will try to apply a role/group rate if applicable.  Last resort is the default role rate set by sys_properties table.


I may be missing some details here, but generally I think this is correct and has been working for me.

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2 REPLIES 2

Chris139
Tera Expert

I believe the rate model is used first if it defined.  So, for most cases your defined role/group rates shouldn't matter.

However, if you don't have a rate model defined, OR, no rate lines match, then the system will try to apply a role/group rate if applicable.  Last resort is the default role rate set by sys_properties table.


I may be missing some details here, but generally I think this is correct and has been working for me.

wlam
Tera Contributor

This makes sense.   Thank you Chris.