Bookshelf v7.5: Setting Rates for Project Staff

Siebel Professional Services Automation Guide > Project Management >

Setting Rates for Project Staff

Rates are set for project staff from the Team Workbook's Resource Detail view. Rates set here for a user become the hourly rate on that user's time sheet. When users create new time sheet line items in a time sheet and add a project and a project role, the hourly rate field is populated with the resource rate defined in the Team Workbook's Resource Detail view. For more information about time sheet line items, see Adding Line Items to a Time Sheet.

To set hourly rates for a team member

Navigate to the Projects screen.

From the Show drop-down list, select the appropriate view.

In the Projects list, select the project for which you want to set staff rates.

Click the Team Workbook view tab.

In the Team Workbook list, select the role for which you want to set the rate.

Choose Resource Detail from the Team Workbook drop-down list.

If there is a rate list associated with the project, complete the following substeps:

In the Resource field, select the resource level appropriate for the project role.

NOTE: Some of the resources listed in the drop-down list may not be set up in the project's rate list. You may need to ask your administrator for information about which resources appear in the project's rate list.

When the resource is selected, the Rate field is automatically updated according to the rate list. For more information about rate lists, see Creating a Rate List (Administrator).

(Optional) In the Discount field, specify a discount for rate.

If there is no rate list associated with the project, complete the following substeps:

In the Rate field, enter an hourly rate for the team member.

(Optional) In the Discount field, specify a discount for rate.

Complete other fields as needed. Some fields are described in the following table:


Field	Comments
Billing Coordinator	The employee responsible for managing billings and invoicing on the current project.
Cost	Cost defaults based on a number of factors. For details on these factors, see Overview of Rate List and Cost List Management (Administrator).
Estimated Hours/Day	Defaults to 8 hours per day.
Estimated Work Days	Defaults to the number of working days between the role's start and end dates.
Total Estimated Hours	Value comes from Estimated Hours/Day multiplied by Estimated Work Days.
Total Cost	Is equal to Total Estimated Hours multiplied by Cost.

NOTE: In order for rates to appear, the Resource field accessible from My
Projects >Team Workbook >Resource Detail needs to be set for each team member.