Rate Card Items - By Group Rather than Job Title

Hi Kayla,

Apologies - it’s probably not a fix but thought I’d share our experience. We made a mistake with our role config and overboard with the roles that were set up in the system.  These were in effect job titles and have grown over time as our resource managers have been allowed to control this aspect of the configuration.  It soon became apparent that this approach to role management doesn’t really align with the way Planview is designed to operate and constrains other capabilities, for example you’ll find a knock-on impact on the effectiveness of ICP if you use this.  I’m now facing an increasing demand for long term capability management and just can’t provide that.  Despite all the data in Planview, without a unified role structure across the organisation it’s just impossible to say, for example, how manage Project Managers we have as every team is able to call them something different.

I’ve been working with our People Management/HR function to determine whether we can take this control away and establish a unified role model across the organisation - maybe 30-50 roles in total, instead of the 350+ we have at the moment.  Utilising other parameters, skills, etc should provide the additional granularity needed.

However in isolation that’s not enough.  One of the reasons we have so many roles is to address the need for lots of different rates. Maintaining the mix of rate cards is a massive drain on our Admin team, yet we’ve call for even more flexibility in this area which we just can’t support using the current tools.  I am currently exploring the option of using automations to manage rates off line - give the responsibilities to the Resource Managers rather than the Admin team and periodically upload a personal rate for all users rather than using role specific blended rates.

Whilst this won’t address your issues, in my investigations I found that many other Planview customers have resorted to using off-line rates management and automations to navigate the constraints for Roles & Rates management in Planview.  It may be worth exploring that avenue!