Resource Rates (v10.xx)

Resource Rates (v10.xx)

In the [Resources] module, the "Standard rates" setup document allows users to define default rates and standard activity-specific rates when "Multi-rates management" is enabled in the "General" setup document.



Definition of default rates


Managing resource rates for a large number of resources can be tedious. Cerri Project simplifies this by allowing the creation of default rates, known as "Resource rates," distinct from "Company rates" used for customer rate plans. "Resource default rates" can be defined by companies.

"Resource default rates" can be defined by companies based on the following criteria:

  1. Company / location
  2. Resource type
  3. Cost center


Note: Definitions by cost center and by resource type are mutually exclusive.


Note: The Company determines whether rates are driven by resource type or cost center.


Note: In default rates, the Company represents the organization the resource belongs to.

Defaults rates are accessible under the Rates tab in the Resource setup. Navigate to "Default resources rates" in the left pane.

To add a new "Default resources rates":
  1. Select "Create Rate"
  2. Fill in the form, setting the Rate type to "Resources".
  3. Specify the fields to setup the default rate. Currency is mandatory. Fill in rate definitions by period and activity type (if enabled).

Note: All fields but the Currency can remain blank to create a default rate that applies to all resources.

Note: Default rate definitions are not mutually exclusive. The system prioritizes the most specific definitions when applying rates to resources.




Fields Use

Rate type Defines the rate type as company or resource. Select Resources.

Company Specifies the company the rates apply to. Leave blank to apply rates to all resources

or to resources without a specific 'Rates' document. Single selection field.

Location Indicates the company location for rate application. Leave blank to 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 Determines whether rates are based on resource type or cost center. This centers field is visible only if the company field is blank.

Resource types Only 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 Only 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 of 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 exists. Single selection field.

Currency Sets the currency for the rates. Selection options come from the list of currencies defined in the 'General' setup document. Single selection field.

Period Specifies the start date for the rate. Rate definition will apply until next period. If no subsequent period is defined, the rate will apply indefinetly.

By default Cost Sets the default internal cost.

By default Billed at Sets the default billing rate.

Activity Type X Cost If multi-rate management is enabled, defines the internal cost for each activity type. If left blank, the default cost applies.

Activity Type X Billed If multi-rate management is enabled, defines the billing rate for each activity type. If left blank, the default billing rate applies.





    • Related Articles

    • Resource Rates (8.xx)

      In the [Resources] module, The "Standard rates" setup document lets you define default rates, as well as standard rates by activity type, when "Multi-rates management" has been enabled in the "General" setup document. Definition of default rates When ...

    • Rates in the Resource Form (v8.xx)

      The simple way to define the rate of a resource is to edit the Resource form and access the "Rate" tab. If the "Import the rate" option is set to "No," the authorized user can select the currency and create rates per period, possibly per activity ...

    • Rates in the Resource Form (v10.xx)

      The simplest way to define a resource's rate is to edit the Resource form and access the "Rate" tab. If the "Import the rate" option is set to "No," the authorized user can select the currency and create rates per period, and possibly per activity ...

    • Resource Rates , Templates and Charts (v8.xx)

      Rates This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management. Resources The [Resources] tab provides access to the various types of resources that exist in the database. ...

    • Project Rates (v8.xx)

      Maintained for compatibility with older versions. Has been replaced with Company/Customer rates Hierarchy of Rates in a Project Modules/Databases The system determines what rate applies according to three keys, in the following order: Level Period ...