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Specifying Resource Assignment Rates

You can set rate information for resources or roles.

To specify resource assignment rates:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity in the table and click the Assignments detail window.
  4. In the Assignments detail window:
    1. Add the Rate Type and Rate Source columns. See Showing or Hiding Columns in a Table.
    2. Select an option for the type and source.
    3. Click "" Apply Changes (Ctrl+S).

Tips

When you save your changes, costs for the assignment are recalculated based on the new rate: Cost equals Units times Price/Unit. You can add the Price/Unit column to the detail window to view the price used. To manually specify a price/unit, select Override in the Rate Source field and type a value in the Price/Unit field.

Related Topics

About Resource Assignments

Assigning Activity Resources

Configuring Activity Resources

Requesting Resources for Activities

Adding Activity Resource Estimates

About the Recalculate Assignment Costs Feature

Assignments Detail Window of the Activities Page


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