Choose the rate source for an assignment
When a resource and role share an assignment on the same activity (e.g., when you assign a resource that has an assigned role to an activity), you can choose to use the rate of the resource or role to calculate costs, or enter a custom rate.
- Choose Project, Activities.
- Select the activity that contains the assignment.
- Display Activity Details, then click the Resources tab.
- In the Resources tab, double-click the Rate Source column and choose Resource, Role, or Override.
Choose Resource to calculate cost based on the resource's price/unit value selected in the Rate Type column. Choose Role to calculate cost based on the role's price/unit value selected in the Rate Type column. Choose Override if you want to enter a custom rate in the Price/Unit column.
Tip
- If you seldom combine different rate sources in the same project (e.g., you almost always use Resource as the Rate Source), you can choose to always use the rate of the resource or role when a resource and role share an assignment on the same activity. Choose Edit, User Preferences. In the Calculations tab, Assignment Staffing section, choose to always use the resource's price/unit or the role's price/unit; or, choose to be asked which price/unit you want to use each time a resource is assigned to an activity that already has a role assignment (and vice versa).
Note
- If only a resource is assigned to an activity, the rate source must be Resource or Override. If only a role is assigned to an activity, the rate source must be Role or Override.
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