Requires the following solutions to be installed:
- User Location (416908c4-036b-4241-8f87-ea1ee2b1fcaa)
- Job Family Structure and User Expertise (Skills) (a48c7b3e-6f50-4b7e-937f-a50a060dfed6)
Can be extended by the following solution:
- Calculate User Rate based on Blended Rate (f7128169-5802-4e81-9dfe-f79afd6b5feb)
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Solution Overview
The solution enables Blended Rates for Locations and Job Profiles. It's used when you don't want to calculate estimated and forecasted costs using people salaries, but using a Blended Rate instead. For example, you have 2 different Locations, where people are based, and 3 different Job Profiles, for which you'd like to set up Blended Rates. Then you'll have 6 Blended Rates (for each combination of a Location and a Job Profile) and will be able to define an Hourly Rate for each Blended Rate.
For each Location/Job Profile combination, a collection of Blended Rates will be created. You will set an Hourly Rate for each Blended Rate.
To extend the solution functionality, Calculate User Rate based on Blended Rate solution can be installed. This solution will allow to set Location and Job Profile for Users and to generate User Rates based on Blended Rates.
Solution Configuration
Add Hourly Rate editable unit
- Go to Settings -> Custom Units.
- Add Hourly Rate custom unit to enable hourly rate editing right from the views.
Limit Rates Access
We need to hide the created Blended Rates in a Budgeting portfolio. To do that:
- Copy a 'Budgeting' Portfolio ID
- Go to Settings -> Automation Rules
- Replace the value at the Budgeting Project ID parameter in the following rules:
- Create Blended Rates for existing Locations and Job Profiles
- Create Blended Rates when a new Location or Job Profile is added
Create Blended Rates for existing Locations and Job Profiles
To generate Blended Rates for Locations and Job Profiles that already exist at the system:
- Go to Settings -> Automation Rules
- Enable Create Blended Rates for existing Locations and Job Profiles rule
- Open the rule and click the Save and Trigger Now button (make sure it has the correct Project ID from the previous step)
- After the rule has run and created the Blended Rates, it can be disabled.
It will create Blended Rates for each Location and Job Profile. Open the Blended Rates view and set the Hourly Rates for each Location/Job Profile.
Note: From now on when you create a new Location or a Job Profile, the Blended Rates for the created Location and all the Job Profiles and vice versa will be created, so make sure you set the Hourly Rates for them.
You can set Blended Rates values on the Blended Rates view.
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Version: 1.2
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