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Planview Customer Success Center

Why is the cost rate 0 or incorrect for service items populated into the budget from task assignments?

Be sure to set up a cost rate that corresponds to the billing type of the budget.

When the billing type in the budget is "Daily" or “Mixed – Fixed Fee/Daily”, the daily cost rate (of the resource or of the billing role) is used for calculating the cost, instead of the hourly rate.

When the billing type in the budget is "Hourly" or “Mixed – Fixed Fee/Hourly”, then the hourly cost rate is used for calculating the cost, instead of the daily rate.