locked
Using multiple resource cost rates in Project Server 2013 RRS feed

  • Question

  • Greetings,

    We use Project Server 2013 to manage resources that often perform multiple roles within projects and also have different rates between projects. The Standard Rate from the user's profile is somewhat helpful but, as we all know, it carries over to every project that the resource is part of.

    I have tried opening Project Professional 2013 and using the additional Cost tabs in the user's information to enter different rates in tabs, B, C, D and E (tab A is the default Standard Rate from Project Server).

    My experience has been that as soon as I close and check in the project file, this data disappears. Next time I open the file the default rate is available but tabs B-E are blank. This behavior does not occur if I open a stand-alone project file not connected to Project Server. 

    I realize that Project is not meant to be a financial management tool and has its limitations but I'm looking for suggestions and would appreciate any feedback.

    Thanks

    Ray

    Monday, August 18, 2014 2:20 PM

Answers

  • Ray --

    Your Project Server administrator needs to set the alternate rates on Cost Rate Tables B-E for each resource in the Enterprise Resource Pool.  Once done, you can apply the appropriate Cost Rate on each task assignment, as needed.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by rlindqui Friday, August 29, 2014 1:07 PM
    Monday, August 18, 2014 9:55 PM
  • Dale is right in that an Enterprise Resource can only have its rates (or any details) set by the administrator. Unfortunately you are limited to 5 rates (A-E).

    I have done a macro for a client that reads rates for a resource for a project from a database (or Excel) every time the project is opened. So you see the correct rates and calculated costs.

    These rates get over-written next time you open the project, hence the need for the macro to update rates every time the project is opened.

    Another option in the macro is to zero the rates so a copy can be emailed to clients etc without sensitive rates data.


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

    • Marked as answer by rlindqui Friday, August 29, 2014 1:08 PM
    Tuesday, August 19, 2014 2:52 AM

All replies

  • Ray --

    Your Project Server administrator needs to set the alternate rates on Cost Rate Tables B-E for each resource in the Enterprise Resource Pool.  Once done, you can apply the appropriate Cost Rate on each task assignment, as needed.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by rlindqui Friday, August 29, 2014 1:07 PM
    Monday, August 18, 2014 9:55 PM
  • Dale is right in that an Enterprise Resource can only have its rates (or any details) set by the administrator. Unfortunately you are limited to 5 rates (A-E).

    I have done a macro for a client that reads rates for a resource for a project from a database (or Excel) every time the project is opened. So you see the correct rates and calculated costs.

    These rates get over-written next time you open the project, hence the need for the macro to update rates every time the project is opened.

    Another option in the macro is to zero the rates so a copy can be emailed to clients etc without sensitive rates data.


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

    • Marked as answer by rlindqui Friday, August 29, 2014 1:08 PM
    Tuesday, August 19, 2014 2:52 AM
  • Thank you very much, Dale. Yes, this sounds like an obvious solution; I will run it past my associates and implement as needed. Thanks again.
    Friday, August 29, 2014 1:06 PM
  • Thank you very much, Rod. I appreciate the quick response and apologize for my late thanks. 
    Friday, August 29, 2014 1:07 PM