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Planview Customer Success Center

How is the resource cost rate determined when copying task assignments into a budget? (2014 SP2)

QUESTION

In budgeting, when using the functionality to copy task assignments into the budget services, how do we determine the cost rate to be applied?

 


ANSWER

The cost rate applied for each fiscal period of a service is the one effective on the first day of the fiscal period.

NOTES

  • When there are rate changes within the period, this will not be taken into account. There is just one rate for the period.
  • When a task starts in the middle of a fiscal period, Changepoint nevertheless uses the first day of the fiscal period to determine the rate
  • When no rate is defined for the first day of the fiscal period, the rate for the entire period is 0

On the other hand, if at a later point in time 'replace past with actuals is executed, Changepoint uses the exact cost rates and amounts as found in the time table for the past fiscal periods.