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Use Custom Action or Workflow to set Project specific Rates

  • 9 September 2024
  • 1 reply
  • 9 views

Hello,

We have a range of Projects where we want to setup a Project specific rate.

Currently we use the ‘Prices and Rates’ functionality within the Work Plan (Resourcing tab) to acheive this, but we have to set the rate for each Resource line by line.

Does anyone know of a way to use a Custom Action or Workflow to try and bulk update these impacted Resources on a Project or for when a Resource is newly added to a Project in future to apply a set Project rate?

Currently we’re looking in the ‘Resource’ → ‘Assigned’ → ‘All Links’ in Configuration to see if this is possible. 
 

Many Thanks,

Sean

Please ignore - have worked it out and got it going...


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