By default, the resource and role rates in the activity sheet are retrieved from the Master Rate Sheet and applied across all the projects. If you have created shell level rate sheets, you can assign a rate sheet to one or more projects.
- Select one or more projects in the tab.
- Click Assign Rate Sheet to open the Assign Rate Sheet window. The Assign Rate Sheet window has the following options:
- Planning
If you are familiar with the rate sheets in the shell, you can click the drop-down arrow to select a rate sheet, or Master Rate Sheet, as the source. If you need more details about the rate sheets, click the select icon (next to the drop-down arrow) to open the Select Rate Sheet window and review the details of the available rate sheets before selecting.
Alternatively, you can enter the name of the rate sheet in this window that you want to use to calculate the respective cost.
- Actuals
If you are familiar with the rate sheets in the shell, you can click the drop-down arrow to select a rate sheet, or Master Rate Sheet, as the source. If you need more details about the rate sheets, click the select icon (next to the drop-down arrow) to open the Select Rate Sheet window and review the details of the available rate sheets before selecting.
Alternatively, you can enter the name of the rate sheet in this window that you want to use to calculate the respective cost.
- Planning
- Click Assign (or click Cancel to exit without making any changes).
Note: An alert “No Rate Sheets to Assign” is displayed if no rate sheets exist. You can Assign Rate Sheet only to Resource-loaded projects in the Activity Sheet.
The role and resource rates are applied to the activities/assignments in the selected projects, when refreshed. You must perform Recost in order to apply rates from the new assigned rate sheets.
When a different rate sheet is assigned to a project, Unifier displays the following alert message: Perform Recost to see updated costs.