Assign Work Availability and Rates to a Workspace Role

The roles available to your workspace may have a variety of work availability periods and pay rates. This information is essential when deciding which roles should be assigned to the activities in your projects based on availability and cost. If you are using roles for high-level project planning before assigning specific resources, you can use role rates to estimate costs for different job types and skill levels. The specific resources you associate with each role may have more accurate availability and rate data.

You can define multiple availability periods for an individual role, each with up to five separate pay rates. For more information on availability and rates, see Understanding Role Availability and Rates.

Note: When new rates are added, recalculate the schedule and recalculate costs to ensure all cost values are current.

To assign work availability and rates to a workspace role:

Navigate to the workspace role page
1. In the object selector, select a workspace.
2. In the sidebar, hover over  Resources, and select Role List.
In the table, select the role, and then select the Availability & Rates detail window.
Select  Add.
In the new row, complete the following fields:
- Effective Start Date: Select the date for the availability period to begin.
- Max Units/Time: Enter the role's maximum work units per time for this availability period. Enter these values as units per duration or as a percentage. The value will automatically convert to your format preference. The Default Units/Time value can be set in the table.
- Price/Unit: Enter up to five different rates for the availability period.
  Note: Select  Settings in the page toolbar to modify the currency view settings.
All changes made to this page are saved automatically.

Tips

Unit and duration labels, as well as the format for Units/Time, are set in the user preferences.
Currency display options are configured in the Role List page view settings. Workspace role rates will only be displayed in base currency. If a workspace resource is assigned to a project, its rates may be displayed in either base or project currency, depending on the view settings for the page.
The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.

Next: Assign a Code to a Workspace Role