Assign a rate type to a resource assignment

You can choose the price/unit rate you want to use to calculate costs for a resource or role assignment on an activity.

Choose Project, Activities.
Select the activity that contains the assignment to which you want to assign a rate type.
Display Activity Details, then click the Resources tab.
Click in the Rate Type column and select the rate type you want to use for the assignment.

The rate type determines the price/unit used to calculate costs for the assignment. The names for each rate type are defined by your system administrator in the Rate Types tab of Admin Preferences when P6 Professional is connected to a P6 Professional database and in P6 when connected to a P6 EPPM database. When you select a rate type, the monetary value is updated automatically in the Price/Unit column (if displayed).

Tip

A ^ value in the Price/Unit column indicates that the module is using the default value defined in the 'Default Price/Unit for activities without resource/role Price/Units' on the Project Details, Calculations tab. An asterisk symbol (*) beside the value indicates that multiple, time-varying, resource rates or shift calendars will be applied during the duration of the activity. An asterisk and caret symbol (*^) beside the price/unit value indicate that the project default price/unit is in effect at the start of the activity and a time-varying rate is also in effect within the activity assignment duration.

Note

If there is no defined rate for the selected price/unit in the Rate Type column, the module calculates cost using the default rate specified in the Default Price/Unit for activities without resource or role Price/Units field in the Project Details, Calculations tab.
When the rate type is changed, the new price/unit is used to recalculate the costs for the assignment (assuming the units and costs are linked).
The Recalculate Assignment Costs utility ignores any assignment with a Rate Source set to Override. The customized, manually entered price is not overwritten when you recalculate assignment prices.
If the activity's duration type is Fixed Units or Fixed Units/Time, and a rate type is selected for the assignment, units are not updated when costs change.
In the General tab of the Schedule Options dialog box (Tools, Schedule, Options), mark the Recalculate assignment costs after scheduling option to recalculate assignment costs whenever the rate type is changed.
In the Level Resources dialog box (Tools, Level Resources), mark the Recalculate assignment costs after leveling option to recalculate assignment costs after leveling.

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