Calculate Team Rate based on User Rate

Requires the following solution to be installed:

• Person (User) Rate (f09ee69d-78a8-4ad0-a495-b5e01c18b418)
• Team Rate (9c1a0d08-1456-45d3-bae2-c0895e373cc6)

It can be extended by the following solutions:

• User Involvement in a Team (Assign User approach) (3e2198a4-3998-432d-b3c4-212e3a6f1078)
• User Involvement in a Team (Create Involvement approach) (47c3ab73-4ff8-4acf-a066-43649df5b9af)

Solution overview

The solution allows calculating Team Hourly Rates based on the Hourly Rates of the Team Users. If there are Rates for Users in a Team, we can get Team Rates and use them to calculate Team Cost per Point, Forecasted Cost of work and so on.

The solution will aggregate the User Rates (based on Planned Start/End Dates) and create Rates for Teams.

Solution setup

Update the rules containing different parameters

• Go to Settings -> Automation Rules
• Open the following rules one by one:
  • Team Rates - Manually trigger to calculate past and future Team Rates based on intersection of User Rates
  • Team Rates - Calculate based on intersection of User Rates main rule
  • Create/Update Team Rate when User Rate "Hourly Rate","PlannedEndDate" is updated
  • Recalculate Team Rate when Team Member Created/Updated/Deleted
• Click JSON tab
• Specify the needed data in the following parameters:
  • Skip Inactive Users - this parameter allows to include or exclude Inactive Users from the calculation of Team Rates. By default, the value of this parameter is set to false
  • Use Involvements - in case you use Involvements set this parameter to true.
  • Budgeting Project Id - to make rate information available to a limited group of people, we need to hide rates and other cost records in a separate portfolio (project) called 'Budgeting', for example. After creation, all the rates and costs will move to this secret project, even if created in a different project by mistake. By assigning people to this project, you will provide access to the cost details. People who don't have access to the 'Budgeting' Portfolio (Project) won't see anything on the Rates tab on a Team view.
  • Hourly Rate Field Name - this parameter defines a custom field that will be used for counting Team Rates. By default, our standard Hourly Rate custom field is used.

If you use Involvements:

• Go to Settings -> Automation Rules
• Enable the following rule:
  •  Team Rates - Create/Update Team Rate when Involvement is Created/Updated/Deleted

Create and calculate Team Rates based on User Rates

If you already had User Rates existing in the system, we need to initiate calculation of Team Rates based on them. To do that:

• Go to Settings -> Automation Rules
• Enable and open the following rule:
  • Team Rates - Manually trigger to calculate past and future Team Rates based on intersection of User Rates
• Click the Save and trigger now button (make sure that all the necessary parameters are set correctly before triggering the rule)

Further Team Rates will be updated automatically, following the following logic:

• If a User is added/removed from a Team, or any User Rate got updated, or a User Involvement in a Team got updated, then Team Rates will be re-created/re-calculated based on User Rate Planned Start/End Date and User Hourly Rates.

Note: The Rates will be updated only for future periods, so the previous costs, calculated based on the Rates, are unchanged.

Disable "+" button on Team Rates view

When this solution is installed users won't be able to update Team Rates manually anymore. They will be managed and updated automatically based on Users  in a Team information. To avoid confusion and improve user experience, it's better to hide "+" button on a Team Rates list.

To do that set disable parameter to false for Team Rates list on a Team view. Follow the steps in the gif below to implement it:

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Version 1.1