Defining Rates for Employees, Job Codes, and Project Roles
To define rates for employees, job codes, and project roles, use these components:
Rates by Employee (PC_RATE_EMPL).
Rates by Job Code (PC_RATE_JOBC).
Rates by Role (PC_RATE_ROLE).
Use the PC_RATE_EMPL_INTFC component interface to load data into the tables for the PC_RATE_EMPL component.
Use the PC_RATE_JOBC_INTFC component interface to load data into the tables for the PC_RATE_JOBC component.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Rates by Employee |
PC_RATE_EMPL |
Define, view, and modify cost and billing rates for the selected employee. The Pricing process uses the PC_RATE_EMPL_VW view to apply employee rates to cost transactions. Rates that you access by using this view are visible on the Rates by Employee page. To access this page, select . |
|
Rates by Job Code |
PC_RATE_JOBC |
Define, view, and modify cost and billing rates for a specific job code. The Pricing process references the PC_RATE_JOBC_VW view to apply job code rates to cost transactions. Rates that you access by using this view are visible on the Rates by Job Code page. To access page, select . |
|
PC_RATE_ROLE |
Define, view, and modify cost and billing rates for a specific project role. The Pricing process references the PC_RATE_ROLE_VW view to apply project role rates to cost transactions. Rates that you access by using this view are visible on the Rates by Role page. |
Use the Rates by Role page (PC_RATE_ROLE) to define, view, and modify cost and billing rates for a specific project role.
Navigation:
This example illustrates the fields and controls on the Rates by Role page. You can find definitions for the fields and controls later on this page.
Enter the necessary data to define cost and billing rates for a project role.
Field or Control |
Description |
|---|---|
Unit of Measure |
Enter the unit of measure for which the rate is defined. If a unit of measure conversion is defined, a conversion takes place during processing for transactions that use a different unit of measure. |
Regions
Assign one or more rates to a project role based on different regions by using the Regions grid. The Regions grid appears if you use PeopleSoft Program Management and PeopleSoft Resource Management. Use this feature if you want to price labor differently for roles that are performed on projects at different locations.
These two conditions must exist for you to price labor based on different locations:
In the Bill and Cost tabs in the Resources page and Resources by Activity page in PeopleSoft Program Management, the rate type must be Project Role.
On the Rate Sets - Target page for the rate set that is associated with the activity, the rate option must be ABI (Activity Resource Bill Rate) or ACO (Activity Resource Cost Rate).
If these conditions exist, the Pricing process creates target transaction rows by using the rate that corresponds to the resource's region in the Regions grid on the Rates by Role page.
If you select the RBI (Role Bill Rate) or RCO (Role Cost Rate) rate option on the Rate Sets - Target page, the Pricing process uses the default project role rate that is defined on the Rates by Role page. The process disregards regional rates when you use the RBI or RCO rate option.
You are not required to associate a region with a project role rate. If the role and region combination is not defined on the Rates by Role page, the system uses the default project role rate.