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Planview Customer Success Center

Role Financial

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Cost/Charge Rate

can be used to determine the standard hourly rates of costs incurred and charges raised that normally apply for the role. These will provide planning values.

You must make an entry for both rates. However, these can be rates that cause nil charges or where the charge rate is the same as the cost rate.

 

Indicate a rate by entering its code in the text box. If you do not know the code, click  to find the required one 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 demand for this role. You can add any number of rates, indicating the daily cost and the month from which it becomes effective.