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Planview Customer Success Center

New Functions for Currency Type, Billing and Cost Rates

What's New

The following new functions are available to use in AdaptiveWork Configurations:

  • GetCurrencyType - Takes a currency field of any item and returns the currency type (examples: “USD”, ”JPY”, “CAD”, “EUR”)
  • GetBillingRate - Gives you the Billing Rate for a particular Job Title, User, or Assigned Resource on a particular date
  • GetCostRate - Gives you the Cost Rate for a particular Job Title, User, or Assigned Resource on a particular date

How it Works

Example GetBillingRate Implementation

Create an Organization Custom Action “Quick Quote” to generate a high-level price for the type of resource needed (where type of Resource is represented by Job Title).

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See more details here