Projects → Team Roster → Allocation Rates

Allocation Rates

As your work item develops, the intercompany bill rate for a resource allocated to your work item may change. You can use the Manage Datasheet Types dialog box to change allocation rates for resources in your organization.

Default rates are defined for each resource role. You can change the resource rate when allocating the resource to a work item. This overwrites the default rate. You can also update the rate for a resource after it's allocated to a work item.

Adding a rate for a resource allocation

Add a rate for a resource allocation.

To add a rate
  1. Open the Projects module.
  2. Select the Team Roster tab.
  3. Select an allocated resource.
  4. In the lower pane, select the Allocation tab.
  5. On the Allocation tab, click Rates.
  6. In the Resource Role Rates dialog box, click Add Rate to add a new rate.
  7. Specify the date upon which the rate takes effect, add the rate (per hour), and provide comments (if necessary).
  8. Click Save.

Deleting a rate for a resource allocation

Delete a rate for a resource allocation.

To delete a rate
  1. Open the Projects module.
  2. Select a work item.
  3. Select the Team Roster tab.
  4. Select a resource.
  5. In the lower pane, select the Allocation tab.
  6. Click Rates.
  7. In the Allocation Rates dialog box, select the rate you want to delete and click Delete.
  8. Click Save.

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