Cost rates are not reflecting with new Department change for resources
We are using Department field of the resources to calculate the costs in financial summary.
We are in process of creating new Department in the PPM and new rates for these new Departments with effective from May 1 2018.
But when we created new Department, created cost rates for these new Departments and modified the resources to new department,
We observed that new Department rates are not calculating in financial summary even after we wait till Cost rate Rule Update service to run.
And strange thing we observed is that for the months before May 2018, it is taking Role rate instead of Old Department rate.
Can anyone help us to find out the root cause for this problem as soon as possible.
When did you do the changes?
We had a similar problem the we did change the rates of certain resources and it is not possible to change the rates in the past, e.g. today you cannot change the rates to be valid since May 1st, for example. You could change the validity in the DB (not recommended), but this won't help because PPMC will not recalculate costs that have already been calculated with the old cost rules.
We are talking about other cost factor Department not resource rate.
We created new department and added new rate for that new department with next day and after that
we clicked "modify existing rates" which would take it to change the start date of that rule.
So we have chnaged that start date to May 1.
After this, we assigned new department to the few resources.
We observed that costs are reflecting from effective dates with new rates
But strange thing is old month's rate is calculating with Role rate.
We are not sure why Role rate is came into picture.
Can anyone tell me the root cause please.
We tried to resave the associated staffing profile also but no luck
we tried to run the cost rate update service also but no luck
we tried to run the cost rollup service also but no luck.
Do we need to trigger any other once we change the resource's deartment to newdepartment.
We dont have any documentation on the sequence of these services anywhere in admin guides.
Can anyone please help me here.
The cost rules have an inherent prioritization system ranging from specific (highest priority) to generic (lowest priority). However, I am not sure which is the most generic of role and department? You can probably find it in the documentation.
Barring that, you can try removing the role on a cost rule, if you want department to take priority. Recalculations are done as long as time sheets are not closed.
The precedence of the cost factors is from left to right across the Cost Rates table, according to our documentation and testing.
I recommend searching the Cost Rates, and verify Department is displayed to the left of Role.
I believe you can change the precedence using "Change Cost Factors", though we have not done that since setting up our precedence.