Rate Management (v10.xx)

Rate Management (v10.xx)

How Cerri Project manages resource rates


When creating a resource, their rates are populated with the standard rates for the company and location they belong to. However, it is possible to change the resource’s rates by deselecting "Import the rates" on the [Rates] tab of their profile document.



It is also possible to change the rates allocated to a resource for all projects in a [Projects] module. Rates can be changed directly in the "Resource" record of a [Projects] module, after the "Resource" and "Company" documents have been published to it. To do so, the "Import the rates" option must be disabled.

The imported rates of the resource are fetched from the Rates setup documents according to the following algorithm (level).
  1. Look for Project rates document
  2. Look for Resource rates document 
  3. Look for Company rates document


To define the algorithm, the system then checks the following in order:

  1. Look for a 'Rates' document matching the 'Company' - 'Location' - [Selected criterion] fields.
  2. If not found, look for a document matching the 'Company' and [Selected criterion] fields, defined for all locations ('Company' - 'All' - [Selected criterion]).
  3. If not found, look for a document matching only the [Selected criterion], defined for all companies and locations ('All' - 'All' - [Selected criterion]).
  4. If not found, look for a document matching the 'Company' and 'Location' fields, defined for all [Selected criterion] ('Company' - 'Location' - 'All').
  5. If not found. look for a document matching only the 'Company', defined for all locations and [Selected criterion] ('Company' - 'All' - 'All').
  6. If not found, then apply the default rates ('All' - 'All' - 'All').

Hierarchy of Rates


The system determines what rate applies according to three keys, in the following order:

  1. Level

  2. Period

  3. Activity type



This algorithm below works for both resource costs and billing rates. It defines what rate the system uses when computing a labor cost.

Select the rates "level"


Levels are:
  1. Project rates
  2. Customer rates
  3. Resource rates
When computing the planned cost of an assignment, the system follows these steps:

  • Are there project-specific rates? If yes, use them.

  • If not, are there customer-specific rates (assuming a customer is selected in the project and the "use customer rates" option is enabled)? If yes, use them.

  • If not, use the resource rate from the project database.



Note: A resource rate is defined in the "Resources" module and is available in all Project modules where the resource is published. However, the rate in a project module/database can be "desynchronized" from the resource module, becoming specific to a project module.

Select the period


Once the level is defined, the system checks which period applies.


A rate per period record includes:
  1. From date
  2. Cost rate
  3. Billing at rate
The "To date" is defined by the "From date" of the next record.
  1. Planned cost / billing: Uses the assignment's "planned start date" to determine which rate per period applies. E.g., If an assignment is scheduled from 1/1/13 to 2/28/13, the system searches for a rate per period using 1/1/13 as a key.
  2. Actual cost / billing amount: Uses the "actual date" to determine which rate per period applies. E.g. If a resource records the time spent on 1/25/13, the system searches for a rate per period using 1/25/13 as a key.

Select the Activity type


This applies only if the "Multi-rate management" option is enabled.


Note: If no rate is defined for the activity type, the system considers the rate to be 0 - even if a default rate exists.


Multi-rate management



Multi-rate management allows companies to assign different rates to resources depending on the type of work or activity being performed on a project.


Cerri Project supports multi-rate and multi-level rate management across companies (customers), projects, periods, and individuals listed in the [Resources] module. It provides flexibility to assign default rates while allowing for rate overrides at the project or task level.

In this context, "Rate" includes two elements:
  1. Internal cost of the resource
  2. Billable cost of the resource
The "Standard rates" document captures both default rates and rates by activity type, provided that "Multi-rate management" is enabled in the "General" setup document.

This optional feature supports up to 11 different rates per company or resource.
Each resource has a "default" rate (marked red in the screenshot below) and up to 10 other rates (marked in blue) that vary depending on the activity type.
When calculating a resource’s cost for a particular task, the system uses the rate associated with the activity type of the task. If no activity type is defined, or no rate is assigned, the default rate is used.



Note:  Activity types are defined in the "General" setup document of the [Resources] module and in the "Keywords lists" setup document of each [Projects] modules.

Project rates

It is possible to change the rates allocated to a resource at the individual project level. By selecting "Rate" from the [Create] menu in the "Project Description" form, a new "Rates" definition record can be defined, unique to the active project.


Note:  As long as there is no Project rate document, the current rates from the Resources are used.

Note: In previous version, some actions automatically created project rates (e.g., project created from template, resource renamed), even if not intended. Now, project rates are only created through the actions "Import the rates" and "Update the resources rates".

The "Project Description" form must be in edit mode.




An empty Rate document opens. Choose a single Resource, for which a new Project rate should be defined.




Project Rates can then be seen in the Project tab [Rates]:


Import rates into Project


To import existing global Resource rates, choose "Import the rates" from the Action menu. The project must be in view mode.




For every Resource from the Project, a rate document will be created. The rates are imported from global rate management.


The Project rates are listed in Tab [Rates].

Update Project rates


To update existing rates, choose "Update the resource rates" from the Action menu.




This updates the resource rates from global rate management.




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