Team Rate

Can be extended with the following solution:

• Calculate Team Rate based on Users Rates (d938159e-73c2-41f9-b611-a40174049f7d)

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Solution Overview

The solution enables Rates for a Team. The Hourly Rate field is intended for keeping information about a Team Hourly Rates. Rates are set for a specific Period – using Planned Start and End Dates – so you can track the change of a Rate evolvement over time. The information about Team Rates is used to calculate labour cost, as well as work cost using, for example, time spent working on a work item, effort and cost per point or cycle time. 

After the solution installation, you'll find a new Rates tab on a Team view. It won't have any Rates right away, however later will show all the previous, current and future Team Rates with the Planned Start/End dates.

Solution Configuration

Important: If you would like Team Rates be calculated based on User Rates, then just install the solution from the Solution Library and follow the Configuration Instructions provided in Calculate Team Rate based on Users Rates solution.

Enable the solution automation rules

The solution will be installed with all the automation rules turned off, so that they are not run if you need to use Calculate Team Rate based on Users Rates solution. If you don't need to calculate Team Rates based on User Rates, the you need to enable them. To do that:

• Go to Settings -> Automation Rules
• Enable the following automation rules:
  • Generate Team Rates automatically for newly created Teams
  • Create Rates for Existing Teams
  • Select Current Rate Daily for Connected Team
  • Select Current Team Rate, update names and entity state of the Team Rates
  • Update dates of Team Rates when a Rate is created or deleted
  • Delete a Rate when an associated Team is deleted

Configure Budgeting Portfolio 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.

• Create a 'Budgeting' Portfolio
• Copy a 'Budgeting' Portfolio ID
• Go to Settings -> Automation Rules
• Replace the Project ID parameter in the following rules:
  • Generate Team Rates automatically for newly created Teams
  • Create Rates for Existing Teams
  • Update dates of Team Rates when a Rate is created or deleted

Note: After adding a new Budgeting Portfolio (Project) go to Team Rates view, click Actions -> Setup View -> Portfolios (Projects) context filter and choose newly added Budgeting portfolio in the “Portfolios selected by default” section then click Save. 

Generate Rates for existing Teams

Now a Rate record will be added automatically for each newly created Team. However, we need to generate rate records for existing Teams.

• Go to Settings -> Automation Rules
• Enable Create Rates for Existing Teams rule
• Open the rule and click the Save and Trigger Now button (make sure it has the correct Project ID from the previous step)

Set Rates for Teams

• Go to Team Rates view
• Click Setup View
• Select the created earlier 'Budgeting' Portfolio (Project) in the context selector, so the data from this Portfolio (Project) is visible on a view. Now you should start seeing all the created for users Rates in the list.
• Update a Rate for each Team.

When a new rate is created for a Team and Planned Start Date is not set, Planned End Date = today-1(day) is set for a previous Rate and a Planned Start Date = today is set for a newly created Rate. If Planned Start Date is set for a new Rate, then Planned End Date for the previous Rate is set as a new rate Planned Start Date - 1(day). The Current Rate = true property is updated based on the dates of the Rate, if it's in between of the Planned Start and Planned End dates.

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Version: 1.1