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Planview Customer Success Center

Daily vs Hourly rates when copying opportunity to project budget (2012)

QUESTION:
We're working with Changepoint V2012 and we have set our planning units in opportunities, engagements, projects and budgets to daily.

But when we create a project budget from an opportunity budget, the daily rates from the opportunity are converted into hourly rates and the budget uses hourly rates. Is this normal?


ANSWER:
Yes this is normal. As of now, budgets do not support daily rates (this is planned for a future release).

So when creating a budget from another entity, like from an opportunity, Changepoint will convert daily rates into hourly rates. The hourly rates have 2 decimals, so depending on the daily rates chosen, there can be minor rounding differences.