How to Change a Resource Cost Rate

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Many users of Microsoft Office Project (Project) will only need one rate per resource, because most resources are paid the same amount over time either in salary or as hourly workers. Occasionally organizations need to have multiple rates available. Microsoft Office Project provides up to five (5) rates for each resource.

* Project handles the rates in the rate tables (A-E) as COST RATES.
* Each resource rate (tab/table) can be updated programmatically, using the effective date fields in each rate table.
* Tab (table) A is always the default rate. You have to manually change the rate applied for a resource at the task assignment level, either individually or to a group of task assignments associated with a resource.
* You cannot add more rate tabs/tables.
* You cannot easily change the names of the tabs/tables, so you will need to keep a record of what the different rates on different tabs relate to (kinds of contracts, specific client, types of work, etc.), and make that key available to project and resource managers to guide their application of rates to project tasks.

## Setting up Resource Cost Rates

You can set up different rates for a resource by double clicking the resource name in any resource view (Resource Graph, Resource Sheet, or Resource Usage) in Project. Once the Resource Information dialogue box appears, click into the Costs tab. Enter the different cost rates you want available for each resource in the first Standard Rate field of each tab/table. You can enter a different rate or a percentage difference (either positive, reflecting when a raise takes effect, or negative, reflecting a reduction) in the Standard Rate field in the lines below, and the date those differences should be applied in the Effective Date field on each line.

Using percentage increase to update effective date for resources rates

Using percentage increase to update effective date for resources rates

When you set up a resource, the default rate is the rate in tab (table) A. There are a few ways to apply the other available rates in tabs (tables) B, C, D, or E to a resource’s assignments.

## Applying a Different (non-default) Resource Cost Rate

You can change the resource cost rate following these steps:

1. Open either the Task Usage or Resource Usage view.
2. Select single task or a group of tasks to which you want to apply a different rate.

Select a group of tasks for applying a different rate

Select a group of tasks for applying a different rate

3. Right click on the selected tasks and click on Assignment Information.
Assignment Info menu

Assignment Info menu

4. Click on the Cost rate table drop-down menu on the General tab and select the rate tab/table you want to apply, and then click OK.
Select a different rate

Select a different rate

The default (or effective) rate for the tab/table you selected will be applied to the selected tasks.

Showing 6 comments
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    James McCann

    Hello Kevin,

    You mention that “You cannot easily change the names of the tabs/tables” in your blog. That suggests this is possible, is it a matter of changing registry or something simpler?

    Helpful blog, thanks for posting.

    Regards,
    James

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    Jason Stegner

    Hi James,

    Sorry for the misleading wording in the post. It’s not possible to change the names of the cost rate tables. Those are baked into the interface of the program, and there isn’t an option to change it.

    Thanks!

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    Amy Stantz

    Thank you for the succint, clear, helpful info!

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    Jeannine Bordini

    Hi,

    I am working with 2010 Project Web App. I want to create a cost table to allow changes in rates. The info I’ve read on-line tells me I need to do this through project pro. So I opened a schedule and tried this with just one resource, then save and close. When I open the schedule up again, the multiple lines with rates & dates I entered are gone and only the PWA default rate is in the resource. Any suggestions on how to make the rate stick? Then does the PWA need to be updated wtih the current rate?

    Thanks for any help you can give me!

  • Avatar
    Danielle Johnson

    Jeannine! Great question!

    To enter cost information within a specific project on a specific resource:

    • Go to Project Web App > Projects > Project Center
    • Select Project Name
    • Select Project tab
    • Select Open in Project Professional for Editing
    • Select Resource Name on Resource Sheet view
    • Select Resource tab
    • Select Resource Information
    • Select Costs tab
    • Enter appropriate rates
    • Select ok
    • Select File > Save > Publish & Check-in

    To edit cost information on a specific resource within the Enterprise Resource Pool:

    • Go to Project Web App > Resources > Resource Center
    • Select Resource Name
    • Select Open in Project Professional for Editing on Resources tab
    • Select Resource Name on Resource Sheet view > view
    • Select Resource tab
    • Select Resource Information
    • Select Costs tab
    • Enter appropriate rates
    • Select ok
    • Select File > Save > Publish & Check-in

    You can set all persons rate Table A through the resource sheet once you open the Enterprise Resource Pool in Project Client. To set the cost table other than Cost rate table A for all resources it has to be done programmatically.

    Please let me know if you have any other questions.

  • Avatar
    Jeannine Bordini

    Hi Danielle,
    Thanks so much for the help!! It works great- I did the first half, but not the second.

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