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Custom Resource Cost Will Not Save in Project RRS feed

  • Question

  • Hello Forum,

    We are working in Project Server 2010.  We have default rates set for our Resources.  However, these rates can change depending on contract negotiations.  On a new project, we are trying to change a Resource's cost to reflect the contracted amount.  In the Resource Sheet View, we double-click on the Resource, and get the Resource Information window.  We go to the Costs tab, select the Effective date (start of the project), change the Standard and Overtime Rates to the new contracted value, click OK to save/close the window.  Then, we Save the entire project (waiting for the "Save Completed" message), and Publish the entire project (waiting for the "Publish Completed" message).  The new rates hold and show up in the project.  

    When we close the project, we get the message confirming if we want to Save or Discard Changes and Check-In the project.  We Discard them (because we already saved/published the new rates).  When we re-open the project, the new contracted rates are gone, and the rates have reverted back to the default values.  We've tried re-saving and re-publishing when we get the message confirming if we want to Save/Discard Changes.  Doesn't work.  How do we make permanent cost rate changes on a project for a Resource?

    Julie

    Wednesday, September 2, 2015 8:24 PM

All replies

  • This is what Project Server does. All Enterprise Resources have costs set by Project Server Admin and apply to all projects in Project Server. Every time you open a project from Project Server, the Resource rates, calendars and all other Enterprise objects such as views revert to default settings. Usually this is good, but in your scenario it isn't. Rates for each project is something requested many times, but so far, no luck.

    So your workarounds are:

    1) You can use rate B for the rates and apply Cost rate Table B for all assignments. However this solution only allows 5 different rates for 5 different projects as there are only 5 (A-E) cost rate tables.

    2) Use local resources. These aren't maintained by Project Server. However you now can't look at the work loads of the resources across all projects, though you can still get a summary by skill.


    Rod Gill
    Author of the one and only Project VBA Book
    www.project-systems.co.nz

    Wednesday, September 2, 2015 10:07 PM
    Moderator
  • Yuk!  I've never worked for any employer that used the same billing rate on a Resource for every client engagement.

    General griping aside - Can you point me in the best direction for "How to Create a Rate Table?"  My searches didn't bear fruit.  Thank you for your help!

    Thursday, September 3, 2015 5:45 PM
  • Rate tables are created on the individual Resource.

    In order to edit an Enterprise Resource you need to check it out with Project Pro. This could be the reason that you loose your edits on the resource - saving the project will not do the trick.

    Go to the PWA, Resource center - select the resource in question and edit with Project Pro in the ribbon.

    In the Resource Sheet, you double click the resource opening the "Resource Information" dialogue box. There you go to the Cost tab and enter your rates. No you can save it and the edits will be intact.

    Other schemes for implementing non standard rates is to move the cost calculation from the resource to the task. If this is a good idea or not depends on your typical situation. If your typical situation is the rate from the resource then you're ok.

    • Proposed as answer by John Hansleyton Thursday, September 3, 2015 9:17 PM
    Thursday, September 3, 2015 8:53 PM
  • I once had to write a macro to read rates for each resource from an Excel workbook and update the resource rates on file open. That way the rates "stuck". They could also be read from a database or text file.

    So there are always work arounds, but for this common issue there shouldn't be.

    Good luck.


    Rod Gill
    Author of the one and only Project VBA Book
    www.project-systems.co.nz

    Thursday, September 3, 2015 9:15 PM
    Moderator