Associate Forecast Cost Rate to a User

This article details how to associate a forecast cost rate to a user for the sole purpose of it being used, where applicable, in the Financial Planner (Project Edit page).

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. Upon the User Edit page displaying, expand the Financial menu item.
6. From the available options, click Forecast Rate.
7. Upon the Forecast Rate Association page displaying, click the Cost tab.
8. Click New.

   

9. Upon clicking the New button inline editing will be enabled. You can either select an exiting Cost Rule (Proceed to Step 10) or create a new one (Proceed to Step 11).
10. Select a Forecast Cost Rule:

    1. Select an existing cost rule, or create a new one (please refer to the substeps below to create a new cost rule).
    2. If necessary, modify the effective From and/or To date, by either editing the date in the box or clicking the Calendar button and selecting the required date from there.
    3. Click the Save button.

       

11. Or Create a Forecast Cost Rule:

    1. Click Create New in the cost rule list box.
    2. Enter the rule Name, and Id if necessary.
    3. Change the Currency is required.

       

       Note: The Rule type and Cost type options must remain as Regular and Hourly, respectively, in order for this rate to be available and applicable as a Forecast Rate to be used for the Financial Planner. If any type, other than Hourly, is created, it will not be available for selection under the Forecast Rate Association page.

    4. Click New.
    5. Upon the Cost Rule Entry Edit page displaying:
       1. Modify the Start and/or End dates, if necessary, by clicking the Calendar button and selecting the required date.
       2. Enter the rate in the Regular time box, and if applicable in the Overtime and Double Overtime boxes.

          

          Note: The maximum allowable value in Cost/Billing Rules (Financial System, Project, Client, Work Type, etc.) is $999,999,999.99, with the following exceptions for rules set at the Project and Task levels:

          • Fixed Cost/Billing Rule (Prorating): Maximum allowable value is $9,999,999,999.99
          • Fixed Cost/Billing Rule (Flat Charge): Maximum allowable value is $9,999,999,999,999.99
          • Fixed Cost/Billing Rule (Tiered): Maximum allowable value is $9,999,999,999.00
       3. Click Save.
       4. View the newly added rate entry, for the specified period, under the Cost Information table.

          

       5. Click Back.
       6. View the newly created rule now included as an option in the Cost Rule list box under the Forecast Rate Association page.
       7. Click the Save button.
12. View the saved Forecast Cost Rule for the specified period.

    

    Note: Upon successfully saving the rule, note the Undo and Save buttons have replaced with Delete and Edit .

13. Click Back to return to the previous page.