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Hello, good morning,

If we manage rates by Job title in the system, we have seen that changing the job title modifies the project rates in the past, present and future.

Is there any parameterization that allows the project finances to be maintained with the rates of the job titles that the resources had associated at some point?

If the client changes the resource's Job title, what would be the best practice to rate the projects so that this situation does not affect the finances of previous periods in which the resource had another job title?

 

Regards

Jhon

There’s probably a best practice solution for this, but a potential “workaround”:

  1. Go to that resource profile, and click on “add related”.
  2. Click on “rates”.
  3. Add cost and/or billing rate, and select the start and end dates the resource had that previous rule. Add a comment stating this.

     

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