Absent Member.. mcmunnd1 Absent Member..
Absent Member..
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Project financials impact when a person takes a new role

How are project financials supposed to work with time management when a person changes their role? Does it matter then if their timesheet is reworked?  My assumption is that when a person changes their role and assumes a new rate with that role, that the new rate is used to calculate any future time logged.  Is that assumption true?  What about when that person reworks their timesheet from the past?  (We do not freeze or close our timesheets.)

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Absent Member.. Oscar_Pereira Absent Member..
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Re: Project financials impact when a person takes a new role

Hello,

Could you please confirm what your current PPM version is?

***A cost rate is per default associated with a role. If no cost rate is found for a role, it is the resource that dictates the cost rate. If no cost rate is found for the resource, then the default cost rate is used. In case that no default cost rate is set, therefore no calculation takes place.

***When a resource role or region is changed, PPM takes calculations based in the current cost rate.

Thanks,

Oscar P

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Absent Member.. mcmunnd1 Absent Member..
Absent Member..

Re: Project financials impact when a person takes a new role

Thank you Oscar, and what happens when a person reworks their timesheet after their rate has changed?

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Erik Cole Acclaimed Contributor.
Acclaimed Contributor.

Re: Project financials impact when a person takes a new role

Hi,

In cases like this, you may want to make a person-specific cost rule in order to preserve the old rate. So a rule saying in effect

Before [date of role change] the rate for [person] is explicitly [rate of old role]

Anything after that date, it would just use the cost rule for the new role.

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Absent Member.. mcmunnd1 Absent Member..
Absent Member..

Re: Project financials impact when a person takes a new role

Thank you Eric.  So this IS expected behavior?  PPM will use the new rate for past time logged when a timesheet is not closed or frozen?  Does it make a difference if a timesheet is closed?  Does it make a difference if a timesheet is frozen?

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