Simple Question ?

M

Mat

Does anyone know how to have 2 standard rates per resource in project/project
server ?

Basically one is the internal cost and one is the cost to the client - for
each resource - unfortunately there is no obvious formula that links the two
- ie it isnt a set markup its 2 entirely different rates. Obviously I can
apply one rate per resource in the "standard Rate" field - but I cant get my
head round being able to show the 2 different rates applied to each task in
the plan - to be able to produce a profit report that can be displayed in pwa.

any help greatly appreciated


Mat
 
D

Dale Howard [MVP]

Matt --

Here's how to do it:

1. Launch Microsoft Project Professional and log into Project Server with
administrator permissions
2. Click Tools - Enterprise Options - Open Enterprise Resource Pool
3. Click the Select/Deselect All button then click Open/Add
4. Double-click a resource and then click the Costs tab
5. Set the second cost rate in the Std. Rate column on Cost Rate Table B
6. Click OK
7. Repeat steps 4-6 for each resource in the Enterprise Resource Pool
8. Save and close the Enterprise Resource Pool

Once you have done this, the trick you need to know is how to change the
Cost Rate Table for resource assignments in any project. Here's how:

1. Open a project
2. Apply the Task Usage view
3. Right-click the Work column and insert the Cost Rate Table column to the
right of the Task Name column
4. Notice that the software applies Cost Rate Table A by default for every
new task assignment
5. Click Edit - Replace
6. Set the "Find what" value to A and the "Replace with" value to B
7. Set the "Look in field" value to Cost Rate Table
8. Click the Replace All button
9. Click OK and then click Close
10. Reverse steps 5-9 to go back to the Cost Rate Table A rates

Please note that you cannot apply the cost rates for both Cost Rate Tables A
and B to a single task assignment at the same time. Thus, you will have to
switch back and forth between the two cost rates to see the differences in a
project. You can also export the data to Excel if you need to do so using
the Analyze Timescale Data in Excel tool. Hope this helps.
 
M

Mat

Worth the wait as ever Dale !

Thanks alot

One last thing though - would the Portfolio analyser reports be able to use
this field to do a comparison (Rate a * work vs Rate b x Work) ?

Cheers

Mat
 
D

Dale Howard [MVP]

Mat --

Not easily. The only way to do it would be to do the following process:

1. Open a project
2. Set the Cost Rate Table value to A
3. Save and publish the project
4. Perform steps #1-3 for every project in the database
5. Rebuild the OLAP cube
6. Export OLAP cube data to Excel
7. Repeat steps #1-6 using Cost Rate Table B

You see how time consuming that would be? Personally, I would simply export
the cost values from each project to Excel using the Analyze Timescaled Data
in Excel tool. I will gladly invite others to comment on your needs as
well. Hope this helps.
 
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