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Rate Tables, Pool Rates, etc... RRS feed

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    I'm not sure how to ask my question, but let me give you the scenario.  I'm just looking for a little advice.

    Let's say we have 200 people working on a big project.  100 engineers and 100 manufacturing employees.  I don't want to include salaries in the standard rate column for my resources, so I just use the engineering rate and manufacturing rate we get from accounting.  I assume this is fairly common, right?  Ok, so those rates are adjusted periodically.  It used to be annually, but I'm seeing a bit more frequency these days.

    I know that I can go into the resource sheet and apply the rate adjustments to take effect on a specific date on the "Cost" tab of the Resource Information dialog box.  This is a wonderful feature.

    My question is, when these adjustments take place, do I have to go through the entire resource pool and specifiy the dates of the new rates for each resource, or is there a better way?  I think what I'm looking for is to incorporate the same rate pools for Engineering, Manufacturing, Management, etc... into Project Server.  The idea would be to tie a resource to one of these rate pools, then I could just adjust the pool rates as necessary and the adjustments would flow down through all the resources.  I haven't found ANY mention of this in my searches, but I thought I'd ask anyway.

    Thursday, December 23, 2010 4:10 PM

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    Hi Kevin,

    since I have no PSI skills, and could not follow Sunil's great suggestion, I had to find another solution some time ago.  I opened resources I needed to change from Resource Center in Project Professional. Then I ran following macro:

    Sub ChangeCostTable()
    Dim R As Resource
    Dim CRT As CostRateTable

    For Each R In ActiveProject.Resources
        For Each CRT In R.CostRateTables
            CRT.PayRates.Add EffectiveDate:="1.1.2010", StdRate:=50
        Next CRT
    Next R
    End Sub

    Perhaps that does help?

    Regards
    Barbara

     

    Friday, December 24, 2010 1:02 PM

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    The other way i could think of is using a custom PSI module to do a bulk update by reading the resource name and updating Resource cost rate table along with Effective Date and evrytime you need to do a change just execute that module supplied with new values and it would update  :)
    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com
    • Proposed as answer by Badal Ratra Friday, December 24, 2010 5:36 AM
    Thursday, December 23, 2010 5:13 PM
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    Thanks Sunil, if there's not something built-in that will meet our needs, your idea may be the best solution.  It would certainly accomplish the goal!
    Thursday, December 23, 2010 5:48 PM
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    Seems to me the only Option OOB is to change cost rate for each resource in resource sheet and changing the cost rate table & Effective Date  

    For more reference :: http://office.microsoft.com/en-us/project-help/enter-or-change-enterprise-resource-information-HA001231824.aspx 

     

    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com
    Thursday, December 23, 2010 6:19 PM
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    hey Kevin, yea i agreed with Sunil comments - the only OOB solution is to update the resource cost from you resource sheet.

    The easier way to do is to go to the resource center, select all the resources of one department (you can create resource department view)and edit them in Project professional. You will see all the selected resources in your project sheet, insert the Cost column and update the rates.

    Alternatively you can create custom applicatin which can provide you the interface to update the resource fields using the PSI.

    I hope it helps.

    | Khurram Jamshed | Follow my blog about Enterprise Project Management Solution | http://khurramjamshed.blogspot.com |
    Friday, December 24, 2010 12:21 PM
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    Hi Kevin,

    since I have no PSI skills, and could not follow Sunil's great suggestion, I had to find another solution some time ago.  I opened resources I needed to change from Resource Center in Project Professional. Then I ran following macro:

    Sub ChangeCostTable()
    Dim R As Resource
    Dim CRT As CostRateTable

    For Each R In ActiveProject.Resources
        For Each CRT In R.CostRateTables
            CRT.PayRates.Add EffectiveDate:="1.1.2010", StdRate:=50
        Next CRT
    Next R
    End Sub

    Perhaps that does help?

    Regards
    Barbara

     

    Friday, December 24, 2010 1:02 PM
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    Thanks Barbara,
    If you don't mind a follow-up question; if I do what you or Sunil suggested, will I then need to open each project and re-publish it for the change to make it into the project?

    Kevin

    Monday, December 27, 2010 1:59 PM
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    Hi Kevin,

    yes, you will have to. You need to open for recalculation (I am sure with 2007 and expect the same for 2010).

    Regards
    Barbara

    Monday, December 27, 2010 4:14 PM
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    Hi Kevin
    Just one addition, if you use PSI for resource rate updation, PSI will help you automate publishing your project as well

    Thanks
    Sunil  

    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com
    Monday, December 27, 2010 4:58 PM