Clarity PPM1

Expand all | Collapse all

How to set the 'Planning' cost values grouped by Roles based on a location OBS Unit?

Jump to Best Answer
  • 1.  How to set the 'Planning' cost values grouped by Roles based on a location OBS Unit?

    Posted 08-24-2019 10:34 AM
    Hi Team,

    I need your help to set the 'Planning' cost values grouped by Roles based on the Location OBS Unit. Kindly let me know how to accomplish that.


  • 2.  RE: How to set the 'Planning' cost values grouped by Roles based on a location OBS Unit?

    Posted 09-10-2019 05:10 AM
    Hi Rishi,
    Not sure what you are trying to do.
    Please see a KB in regards Rate Matrix configurations.
    In case this helps:
    https://ca-broadcom.wolkenservicedesk.com/external/article?articleId=4679
    Regards


  • 3.  RE: How to set the 'Planning' cost values grouped by Roles based on a location OBS Unit?
    Best Answer

    Posted 09-12-2019 11:49 AM
    Roles can have an optional Department / Location financial property setting.
    However, if you do not use the fields directly on the role, you can use the OBS Staff Unit field.
    On the Project STAFF (or in Classic 'Team' tab) set the OBS Staff Unit field on the rows with the Role.
    Using the Location OBS 'TYPE' - select the appropriate OBS unit, then create your cost plan using the OBS grouping and populate by allocations.

    Here is a KB article that may be helpful

    How to define varying rates for the same role on a project in PPM
    https://ca-broadcom.wolkenservicedesk.com/external/article?articleId=102286&_ga=2.22998204.66467109.1568211297-1525284443.1565185313