---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Define criteria of a rate model

# Define criteria of a rate model {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set the criteria of a rate model by adding attributes from a set of predefined
entities to derive resource hourly rates based on the criteria.

## Before you begin

Role required: pps_admin or it_rate_model_admin

## About this task

A rate model consists of one or more rate lines. Each line contains a unique
combination of criteria values and the hourly rate of a resource. You define the
criteria by adding up to 10 attributes from the following entities:  
* Project
* Project task
* Demand
* User
* Group
* Role
* Resource plan
{#define-rate-model-criteria__ul_art_pj1_ffb}

You can select attributes of type String, Reference, Number, Boolean, and Choice.

## Procedure

1. Open a rate model by performing one of the following actions:
   * Navigate to AllProject AdministrationRate ModelAll.
   * Navigate to AllTime SheetsRate ModelAll.
   {#define-rate-model-criteria__choices_fx5_hwb_kfb}
2. In the Rate Model Attributes related list, click New.
3. On the form, fill in the fields.  
   {#define-rate-model-criteria__table_ygf_cv1_ffb__entry__2}

   | Field | Description |
   |-|-|
   | Entity | Entity from which the attribute is used to define the criteria. |
   | Attribute | List of attributes from the selected entity to define the criteria. |
   | Priority | Unique number that determines the order in which attributes in a rate model are evaluated to derive the hourly rate. An attribute with the lowest priority is evaluated first. Note: Two attributes cannot have the same priority. |
   | Name | User-friendly name for identifying the attribute. The default name populated is based on the selected entity and attribute. For example, if you select Resource in the Entity field and Location in the Attribute field, then the default name is Resource/Location. |
   [Table 1. Rate Model Attributes form]

   {#define-rate-model-criteria__table_ygf_cv1_ffb}
4. Click Submit.

## What to do next


[Create rate lines to define the
hourly rates for resources.](https://www.servicenow.com/docs/JvyiycQCiCL_vA1B0L8WPg "In a rate model, create a rate line to define an hourly rate based on a set of criteria for a given date range.")

*[\>]: and then