Assigning Role Rates

Use this procedure to assign rates to roles. You can assign multiple rates to roles to reflect price changes over time. You can assign time-varying rates for roles to more accurately determine total resource (and activity) costs. You can also assign role work limits to define the maximum amount of work units the selected role can perform in a single work period.

To assign role rates:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Roles tab.
  4. On the Roles tab:
    1. Click a role.
    2. Click the Units and Prices detail window.
  5. In the Units and Prices detail window:
    1. Click Add.
    2. In the Effective Date field, double-click to open the calendar and choose a date and time to start the new rate.
    3. In the Max Units/Time field, double-click and type the maximum work units per time for this resource.
    4. In the appropriate price fields, double-click and type an amount. The default time period is price per hour unless you specify another time period.
  6. Click Save.

Related Topics

Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

Assigning Role Codes



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Last Published Friday, October 1, 2021