Person (User) Blended Rate | Targetprocess - Enterprise Agility Solution

Person (User) Blended Rate

Requires the following solutions to be installed: User Location User Job Profile User Rates (optional) -------------------------------------------------------------------------------------------------------------------------------------- Solution Overview Solution allows to set Blended Rate defined for each Location/Job Profile combination and assign the Rates to users based on

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Requires the following solutions to be installed:

  • User Location
  • User Job Profile
  • User Rates (optional)

--------------------------------------------------------------------------------------------------------------------------------------

Solution Overview

Solution allows to set Blended Rate defined for each Location/Job Profile combination and assign the Rates to users based on their Location and Job Profile. Rates can be set for a specific timeframe (using Planned Start and End dates), so you can track the change of a rate over times. The information about people rates is used to calculate work costs and trigger budget calculations (new solutions are coming!).

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Targetprocess Image
Targetprocess Image

How it works

During the solution setup a collection of Blended Rates is created for each Location/Job Profile combination.

User Rates are created automatically for all users with certain Location/Job Profile combination; Hourly Rate is pulled from parent Blended Rate.

If Hourly Rate is changed at the Blended Rate, new User Rates are automatically created for all users with certain Location/Job Profile combination. Also new User Rates can be created in case Location and/or Job Profile changes for a user.

 

 

Solution setup

Limit Rates Access

To make rate information available to a limited group of people, create a separate portfolio (project) called “Budgeting”, for instance, and adjust an automation rule to create rates in that portfolio (project). By assigning people to this project you will provide access to the cost details. (see video below on how to set up AR).

Note: People who don't have access to 'Budgeting' Portfolio (Project) won't see anything on the Rates tab on a User view.

Set up the Budgeting Project ID at the Automation Rules' parameters:

  • Change Rate project to Budgeting
  • Create "Blended Rates" with all "Countries" respectively when new "Job Family" is added
  • Create "Blended Rates" with all "Job Families" respectively when new "Country" is added
  • Generate Rate for all people with Job Family and Location set
  • Create new personal rates when Blended rate's hourly cost is updated

(add GIFs)

Solution Setup Variation 1 - Create Locations, Job Profiles and Rates

After all 3 solutions are installed ("User Location", "User Job Profile" and "Person (User) Blended Rate") and "Budgeting" Portfolio ID is set for the rules (see "Limit Rates Access" section), Blended Rates can be created automatically.

Automation Rules will generate Blended Rates for each "Location" - "Job Profile" combination when a new Location or Job Profile is added.

 

 

Solution Setup variation 2 - Create Rates for Existing Locations and Job Profiles

In case Location and Job Profile entities are already created before this solution's installation, perform the following:

 

Add any tag either for all Locations or Job Profiles. This will trigger "Create "Blended Rates" with all "Countries" respectively when new "Job Family" is added" Automation Rule.

(add GIF - tag is added to all Locations; show created Blended Rates)

 

Further Solution Setup

Enter "Hourly Rate" data to Blended Rates:

(add GIF - "Blended Rates" view, new Location and new Job Profile is added - Rates appear, Setup Hourly Rate).

After all Locations and Job Profiles are created, set these values for users:

(add GIF - Users are filled with Locations and Job Profiles)

To start User Rates creation based on Blended Rates, enable and trigger "Generate Rate for all people with Job Family and Location set" rule.

(add GIF - User Rate appears for user with link to Blended Rate)

In case Hourly Rate value updates, new Rates will be automatically added to corresponding Users' profiles.

At this case previous User Rate will be marked as inactive; Planned End Date for this rate will be set to the end of the day when new Rate is created.

New User Rate will have Planned Start Date = tomorrow.

(add GIF - Blended Rate updates with new Hourly Rate, new User Rate appears for User)

If Location and/or Job Profile should be updated for a user which already had User Rate assigned, new Rate entity should be added. Setup Location and Job Profile at Rate, Hourly Rate will be set automatically based on current Blended Rate:

(add GIF - create new rate for a user - new user rate appears, Location and Job Profile are updated for User)

Integrations

See how Targetprocess aligns and empowers business and IT with the help of powerful integrations.

Targetprocess facilitates enterprise agility at all levels by enabling both Business and IT to work in one holistic solution. To help ensure value flow visibility and collaboration across the entire enterprise, Targetprocess allows a powerful set of integrations covering use cases for different levels and roles within organization.

For Transparency above the Team Level 
 
EXPAND 2 INTEGRATIONS

Azure DevOps
Azure DevOps
Add Targetprocess on top of the team level tool: get visibility on Product and Portfolio level.
Atlassian Jira Software
Atlassian Jira Software
Ensure free data flow from Jira to Targetprocess for greater visibility for all team members.

For Continuous Integration and Continuous Delivery 
 
EXPAND 6 INTEGRATIONS

Azure DevOps
Azure DevOps
Automatically associate branches and pull requests with Targetprocess entities
GitLab
GitLab
Automatically link branches and merge requests to Targetprocess entities.
GitHub
GitHub
Automatically associate branches and pull requests with Targetprocess entities.
Phabricator
Phabricator
Link code revisions with any Targetprocess entity.
Bitbucket
Bitbucket
Automatically associate branches and pull requests with Targetprocess entities.
Jenkins
Jenkins
Connect Targetprocess entities with work items, reflect issues back as Bugs or User Stories.

For Product Management, ITSM, Sales and Marketing to Stay on the Same Page 
 
EXPAND 5 INTEGRATIONS

Miro
Miro
Centralize unstructured communication on Miro’s online whiteboard inside Targetprocess.
Microsoft Project Server
Microsoft Project Server
Provide visibility into high-level goals and details about implementation for all teams.
Salesforce
Salesforce
Synchronize customer service, sales, the PM office, and development teams.
Zendesk
Zendesk
Allow all team members to collaborate on shared artifacts from customer service tickets.
ServiceNow
ServiceNow
Collaborate on shared work items, consolidate reporting across the entire organization.

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