Need the ability to add "user rate" as default instead of "project rate" when assigning users as resources for projects

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  • Problem
  • Updated 4 months ago
  • Acknowledged
We have a company of about 120 and we need all users to be able to charge to all project tasks at their "user rate" instead of their "project rate". Our project managers do not assign this rate because we use company rates that change yearly so our admins do this job. Rarely do we have a project specific rate for users that differ from their user rate (but it does happen sometimes). 

Our problem comes in when we assign "all users" to a project through Replicon in the browser. It works well for us when we add all users through the RIA tool but it's cumbersome because we have high project turnover and the RIA tool isn't very user friendly. 

NEED: We need the ability to assign all users to a project and all subsequent tasks at their "USER RATE" not their "project rate".
Photo of Hess, Rylan (RHess0444)

Hess, Rylan (RHess0444)

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  • frustrated

Posted 4 months ago

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Photo of Vinodh.V

Vinodh.V, Community Moderator

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Hello Rylan,

Thank you for posting your query in Replicon.

As I correctly understand you want the system to assign the user rate to the project team rather than the project rate.

IF your projects are the same with similar tasks you can use the copy project functionality to reference a project and create a new one.

To know more about this functionality please refer to the below article:

https://www.replicon.com/help/copying-a-project/

You can also use data import functionality to add the projects, and this is similar to RIA but it is within the UI.

https://www.replicon.com/help/mass-adding-updating-and-deleting-data-using-data-import/

Regards,

Vinodh.V