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)

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Solution overview

The solution allows calculating Team Hourly Rate based on Users in this Team Hourly Rates. It's needed when Rates for Users are provided, however you'd like to use the solutions, such as Team Cost per Point or others, which use Team Rates for calculations.

Please check out the following video to see the solution in action.

Solution setup

Update the rules containing Budgeting Portfolio ID

• Install the solution from the Solution Library
• Copy a Budgeting Portfolio ID (or other Portfolio where you keep sensitive information)
• Go to Settings -> Automation Rules
• Open each of the following rules:
  • Update Team Rate Hourly Rate when number of team members is updated
  • Update Team Hourly Rate when related User Rate is updated
  • Update Team Hourly Rate when related Involvement is updated
  • Daily Team Rate calculation
• Click Raw JSON button
• Replace the Project ID parameter with the Budgeting Portfolio ID
• Set "useInvolvements" parameter to true (in case you use Involvements)

• Enable Update Team Hourly Rate when related Involvement is updated rule if you use Involvements

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:

• Make sure Team Rates are created after the Team Rates solution is installed and Team Rates are generated
• Go to Settings -> Automation Rules
• Open the Daily Team Rate calculation rule and click the Save and Trigger Now button

Note: The current solution will update the existing Team Rates, if they have been created today (valid in case you install both solutions the same day), or if they were created earlier than today, but Hourly Rates for them are still equal to 0. This way we make sure we don't overwrite the previous actual Team Rates.

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

• If a User is added/removed from a Team, or any User Rate will get updated, or a User Involvement in a Team got updated, a new Team Rate will be created with Planned Start Date = today and the previous Team Rate will get inactive
• If a Team Rate has been created today, and some of the changes happen on Users, User Rates or User Involvements the same day, a Team Hourly Rate of the created today Rate will get updated (in order to avoid creation of multiple Team Rates the same day)

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: