Clarity

When a resource is transitioned to a new role, how to set his/her financial properties and rate matrix so that the system calculates the expenses using proper rates and affective dates?

Hi Lana

If a resource has transitioned to a new role what do you want to happen to the existing allocations/assignments?

• Presumably, the Project Manager has costed the allocations/assignments based on the original role?
  • The Project Manager will have a budget to work to and will, presumably, have created a cost plan based on the roles present at that time.
  • Do you expect the Project Manager to re-cost the project based on the resource's new role?
• Changing a resource's Primary Role to reflect their new position will not affect any existing allocations/assignments.
  • You need to consider whether a change to existing allocation roles is required.
    • You will need to update the projects the resource is allocated to.
      • You should warn Project Managers if this is required.
    • Don't forget to also update the Assignment Role on the tasks within these projects.
      • Changing a resource's Project Role does not automatically update the Assignment Role they have on the tasks they are assigned to.
      • There is a function (Assignment Roles) in the Actions pull-down of the Project Team tab that lets you update the Assignment Roles based on the Project Role.
        • 
• With regards to Resource Financial Properties:
  • You can change the resource's Financial Properties but this will only affect transactions created AFTER the change and will not change any existing transactions.

Hope this helps.

Regards,

Steve