Definition of Default Rates (v10.xx)
When managing a large number of resources, defining and maintaining resource rates can become tedious. Default rates, referred to as Resource rates, simplify the process. These rates are distinct from Company rates, which are designed for customer rates plans. And Resource default rates can be defined by companies.
Default rates in Cerri Project can be defined based on a combination of the criteria below:
- Company / location
- Resource type
- Cost center
Note 1: Definitions by Cost Center and by Resource Type are mutually exclusive.
Note 2: The Company field determines whether rates are driven by Resource Type or Cost Center.
Note 3: In default rates, the Company represents the organization a resource is associated with.
Defaults rates are accessible in the Resource setup.
- Go to the “Rates” tab
- Select “Default resources rates” in the left pane
Steps to add a new default resources rate:
- Select “Create\Rate” and fill in the form
- Set the “Rate type” to “Resources”
- Complete the required fields
- Currency is mandatory.
- Define rates by period and activity type (if enabled).
Note 1: All fields except Currency can remain blank to define a default rate that applies to all resources.
Note 2: Default rate definitions are not mutually exclusive. The system priortizes the most specific definitions when applying rates.
Fields | Use |
Rate type | Defines the rate type as Company or Resource. Select Resources. |
Company | Specifies the company the rates will apply to. Leave blank to apply rates to all resources not associated to a specific company, or without a specific 'Rates' document. Single selection field. |
Location | Specifies the company location the rates will apply to. Leave blankto apply rates to all locations. Single selection field. Note: Be sure to save the document before proceeding to the next fields to insure the proper options are inherited from the selected company profile documents. |
Resources types/Cost centers | Visible only if the Company field is blank. Indicates whether rates are driven by Resource type or the Cost center. |
Resource types | Visible if the company specified in the Company and Location fields have ‘Resource type’ set in the rates management section of their company profile document; OR, if the Company field is blank and ‘Resource type’ is selected in the field above. The selected option is the resource type the rates will be applied to. If the field is blank, then the rates will apply to all resources types without a unique rates document. The list of resource types comes from the General setup document. Single selection field. |
Cost center | Visible if the company specified in the Company and Location fields have ‘Cost center’ set in the rates management section of their company profile document; OR, if the Company field is blank and ‘Cost center’ is selected in the field above. The selected option is the cost centers the rates will be applied to. The list cost centers is defined in the 'General' setup document. If 'By default', then it will apply to all resources without cost center or with a cost center for which no 'Rates' document. Single selection field. |
Currency | Specifies the currency for the rates. The list of options is derived from the 'General' setup document. Single selection field. |
Period | Specifies the start date of the period. The rate will remain active until the next period or indefinitely if no new period is defined. |
By default Cost | Specifies the default internal cost. |
By default Billed at | Specifies the default billing rate. |
Activity Type X Cost | Visible if multi-rate management is enabled. Defines the internal cost for each activity type. If blank, the default cost applies. |
Activity Type X Billed | Visible if multi-rate management is enabled. Defines the billing rate for each activity type. If blank, the default billing rate applies. |
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