Calculate User Rate based on Blended Rate

Requires the following solutions to be installed:

• Person (User) Rate (f09ee69d-78a8-4ad0-a495-b5e01c18b418) - skip generating User Rates by this solution. It'll be created by the Calculate User Rate based on Blended Rate solution (see the Solution Configuration section)
• Blended Rate (08705c62-0062-458e-b273-5b32ce61f51f)

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Solution Overview

The solution allows to set Users Rates automatically based on Blended Rates corresponding to people Location and Job Profile. So now you don't need to enter the User Rates manually, but they will be set and updated further automatically based on the Blended Rates existing in the system.

If the Hourly Rate of a Blended Rate has changed, all the Users in the changed Blended Rate Locations/Job Profiles will get a new User Rate created. In case a User changes their Location and/or Job Profile, we create a new Rate for an updated Location and Job Profile and the corresponding Hourly Rate will be set automatically from a Blended Rate in this Location/Job Profile.

Solution Configuration

Disable the rules from the Person (User) Rate solution

• Go to Settings -> Automation Rules
• Disable the following rules:
  • Create Rates for Existing Users
  • Generate User Rates automatically for newly created Users

Limit Rates Access

As you did before in the Person (User) Rates solution 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 User Rates for all people with Job Family and Location set
  • Create new User Rates when Blended Rate's Hourly Rate is updated
  • Connect new User Rate with Location/Job Profile set to corresponding Blended Rate

Generate Blended Rates

Please, follow the instructions from the Blended Rate solution description to generate Blended Rates for all Locations and Job Profiles.

Apply Blended Rates to Users based on their Location and Job Profile

To make Blended Rates being applied to Users, we need to set a Location and a Job Profile for all the Users in the system. You can do it by dragging and dropping users to the needed Locations and Job Profiles on the Locations and Job Profiles views respectively, or open each User and set these parameters for them right on a User View.

• Go to Settings -> Automation Rules.
• Enable and open the following rule:
  • Create User Rates for all people with Job Family and Location set
• Click the Save and Trigger Now button (make sure it has the correct Project ID from the previous step).

As a result User Rates will be generated based on the Blended Rates for their Locations and Job Profiles.

Note 1: In case there were Rates for Users existing in the system, new Rates will still be created for all the Users based on their Location and Job Profile.

Note 2: In case Hourly Rate value has changed for a Blended Rate, new User Rates will be automatically created for all people in this Location and for this Job Profile. Planned End Date will be set for the previous Rates and a Planned Start Date will be set for a new Rate, so that we can track the history of User Rates updates and calculate Costs correctly using the dates of a Rate.

If a User has changed their Location and/or Job Profile, create a new Rate for this use manually defining a new Location and/or Job Profile. Hourly Rate will be set automatically based on the new Location/Job Profile Blended Rate.

Make Hourly Rate not required

As in this solution Hourly Rate for User Rates will be filled automatically, we need to make this field not required.

• Go to Settings -> Custom Fields
• Open Hourly Rate custom field for a Rate
• Make it not required

Make Location and Job Profile not editable on a User View

User Location and Job Profile will be set from a Rate from now on, so we need to make these fields not editable for a User.

• Go to Settings -> Detailed View
• Select User to edit
• Find Location and Job Profile fields
• Change the values in the editable and allowReset components from true to false
• Click Apply changes button

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Version: 1.0