Type: Integer
Size: 0
Input Type (Input Method): Picker
Use on: Resource Assignment Attribute forms
Description: This DD is a picker for selecting roles for assignment to schedule sheet activities.
You can create any number of data elements (fields) using this definition.
This data definition is not available for auto-population and reverse auto-population.
If this picker is included on the attribute form, the user can assign a role to an activity and Unifier will use the role information to calculate role costs.
The following explains how Unifier calculates the:
- Activity role rates
- Activity role amounts
- Role amount recalculations
- Activity amounts
Activity role rates
Unifier takes into account the effective date of the current role rate and the active currency exchange rate, and recalculates the role amount under these circumstances:
- Activity dates change
- Future-dated exchange rates become active
- The activity role rate changes
- The role changes
Activity role amounts
Unifier calculates the activity role amount on a daily basis. It considers the:
- Value of the role rate, as of the effective date (this can differ by effective date)
- Length of time the role rate was applicable before another role rate or exchange rate became effective.
- Active currency exchange rate (this can change due to currency fluctuations).
- Percentage of a role’s assignment to the activity (%Unit) (this can differ during the activity)
Unifier uses active currency exchange rates for transaction-to-project currency conversions.
Role amount recalculations
Any changes to start and finish dates, duration, predecessor activities, constraints, available days (via the calendar), activity levels (indent or out-dent), role rates, or currency exchange rates can trigger recalculation of the activity role amount. These rate changes will be reflected in cash flow distribution. Unifier calculates all values on a daily basis and adds up all amounts.
Activity amounts
An activity can have more than one role, each with its own costs. Unifier tallies the role amounts for an activity and displays the activity amount in cash flow, provided the activity is associated with at least one CBS code.
Note: If you include a Role Data Picker on the form, you must also include the Role Amount (uuu_ role_amt) field on the form.