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Create a custom enterprise billing field RRS feed

  • Question

  • Hi, 

    I don't know if its possible, but in my company we are using the resource standard rate to place the price/hour that we are billing the client.

    What I need is a field similar to resource standard rate, let's call it "client rate" where I can place the value that the client will pay, and left the resource standard rate to place the real resource cost to the company.

    Is there any way to create a field similar to resource standard rate? That could be used in Projet Professional too.

    Thanks in advance.

    Best regards.


    _______________________________ RC

    Friday, July 6, 2012 11:49 AM

Answers

  • RichardoCaldas --
     
    No, my solution will not generate the information you seek.  You would need to use two custom enterprise resource Cost fields for your purpose.  Create the first resource Cost field and name it Customer Rate.  Create the second resource Cost field and name it Customer Cost.  In the second field, enter the following formula:
     
    [Customer Rate] * ([Work]/60)
     
    Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, July 6, 2012 3:22 PM
    Moderator

All replies

  • RicardoCaldas --
     
    You can use one of the alternate Cost Rate Tables, available for every resource when you check them out and edit them in Microsoft Project Professional.  To specify the Cost Rate Table values for each resource, double-click a resource�??s name and then click the Costs tab in the Resource Information dialog.  On the Costs page, notice that there are five Cost Rate Tables labeled A (Default), B, C, D, and E.  You can use the B-E tabs to enter alternate costs for each resource.
     
    If you actually want to change the Cost Rate Table used for calculating the Cost for your project, you will need to apply either the Task Usage view or the Resource Usage view, and then temporarily insert the Cost Rate Table column in that view.  You will see that the A table rate is currently used.  You can change the Cost Rate Table value for the first task or resource and then use the Fill Handle to fill the new Cost Rate Table for every other task, resource, and assignment.
     
    Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, July 6, 2012 1:58 PM
    Moderator
  • Hi Dale, 

    I don't know if the suggestion that you gave me is the one that fit with what I need. Please, tell me if your suggestion is pointing for the example bellow.

    What I need is something like this:

    in Resource Views in PWA (2010):

    Resource Name Standard Rate Custom Rate (price that the client will pay)
           AAA 40,00€/h 45,00€/h

    2 - Using the Projet Professional

    I need to see the COST (that retrieves me the normal formula) and a new Cost field that retrieves me the same formula that COST uses but using the Custom Rate.

    Is this possible?

    Thanks.

    Best regards


    _______________________________ RC



    Friday, July 6, 2012 3:10 PM
  • RichardoCaldas --
     
    No, my solution will not generate the information you seek.  You would need to use two custom enterprise resource Cost fields for your purpose.  Create the first resource Cost field and name it Customer Rate.  Create the second resource Cost field and name it Customer Cost.  In the second field, enter the following formula:
     
    [Customer Rate] * ([Work]/60)
     
    Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, July 6, 2012 3:22 PM
    Moderator
  • Hi Dale, 

    I can't do that... PWA retrieves me an error:

    "The formula contains references to one or more fields that do not exist in the system. Correct the formula and try again."

    And I can't find the Work field when creating Custom Resource Cost Field.


    _______________________________ RC

    Friday, July 6, 2012 3:44 PM
  • Sorry Dale, 

    Your second suggestion works perfectly. I was making a mistake. 

    I'm using Project Server 2010 wit Language Package in Portuguese, so the [Work] must be replaced by [Trabalho].

    Thank you very much.


    _______________________________ RC

    Friday, July 6, 2012 4:46 PM
  • RC --
     
    Thanks for letting me know you solved the problem.  And you are more than welcome for the help, my friend!  :)

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, July 6, 2012 5:18 PM
    Moderator
  • Hi Dale, 

    It's possible to make a new task field using this "new resource cost" field to calculate the task cost?

    Once again thanks.

    Best regards.


    _______________________________ RC

    Tuesday, July 10, 2012 3:52 PM
  • RC --
     
    No, the only way to get Microsoft Project to calculate the task Cost using a different resource rate is to use one of the alternate Cost Rate Tables, which takes you back to my original response.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, July 10, 2012 5:18 PM
    Moderator