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Planview Customer Success Center

Resource Financial

 

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Cost/Charge Rate

to determine the hourly rates of costs incurred and charges raised in respect of time worked by the resource. In each case, separate rates are specified to cover standard time worked and hours at overtime rates.

You must make an entry for all four rates. However, these can be rates that cause nil charges or where the charge rate is the same as the cost rate. Similarly, if overtime is not paid at enhanced rates, the standard and overtime rates will have the same value.

 

Indicate a rate by entering its code in the text box. If you do not know the code, click  and choose the rate from those available.

Forecast Planning Rates

provide daily cost and charge rates that are used in Strategic Planning to calculate the cost of supply for this resource or of demand if a role. You can add any number of rates, indicating the daily cost and the month from which it becomes effective.