Define criteria of a rate model

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.

始める前に

Role required: pps_admin or it_rate_model_admin

このタスクについて

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. Starting with March 2026 update, you can define the criteria to match with your resource assignment's primary attribute mapping. You define the criteria by adding up to 10 attributes from the following entities:

• Demand
• Group
• Project
• Project task
• Resource
• Resource Assignment
• Resource plan
• Role

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

手順

1. Open a rate model by performing one of the following actions:
   • Navigate to All > Project Administration > Rate Model > All.
   • Navigate to All > Time Sheets > Rate Model > All.
2. In the Rate Model Attributes related list, click New.
3. On the form, fill in the fields.

   表 : 1. Rate Model Attributes form

   Field	Description
   Entity	Entity from which the attribute is used to define the criteria. Select Resource Assignment to create a mapping for your existing resource assignments.
   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. 注: 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.

4. Click Submit.

次のタスク

Create rate lines to define the hourly rates for resources.