Project Rate to default to User Defined Rate

  • 2
  • Idea
  • Updated 1 month ago
  • Not Planned
Hi All,

First time posting to the community so bear with me

When creating a new user, we have a field for their User Defined Rate. In most cases, this is the rate that we want to flow through to the project. Currently, when adding a resource to a project, the rate will default to Project Rate.

Is it possible to change the default setting to be User Defined Rate rather than Project Rate?
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Tsakis, Deon

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Posted 4 years ago

  • 2
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Aashnee Kamboj, Community Moderator

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HI Deon,

Welcome to the Replicon Community!

This looks like a good idea. I am changing this to Idea and have forwarded it to my product management team. I will await a confirmation from them.

Thanks,
Aashnee Kamboj
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Tsakis, Deon

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Hi Aashnee,

Thank you very much for the help on this one.
Just thought id follow up as there has been no additional activity on this page, and i cannot see anyone else in the community who has requested something along the same lines.

Any advice you have would be useful
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Misasi, Brian (bmisasi)

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I just discovered this same limitation. Would very much like this feature. We use user rates on all of our projects and since we add resources as needed over the projects life using the RIA importer at project creation is not helpful. Currently I need to monitor all projects to ensure that all resources have been set to the user rate, very time consuming and inefficient. 
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Matthew Barnes

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Any progress made on this request? We also have the same need that Deon requested above. Should be a simple program fix, right? 
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Booth, Nicki

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Ditto. I try to check that project rate has not been accidentally selected by our project teams, but there are still one or two that slip through, which is time consuming for everyone.
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Akbar Ali Khan, Official Rep

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Hi Nicki,

We will have this communicated to our Product management team and will update the thread in case of any progress on the same
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Ferguson, Stephen

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This is something our office needs as well. Constantly sending out rejections and having employees manually change the user rate is a waste of time and resources. This needs to be a user manageable default setting.
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Churchill, Forrest

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I am requesting this feature.  99% of the time, a resource has only one rate we assign and it is not project rate, it is a user defined rate.
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Vinodh.V, Community Moderator

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Hello Forrest.

Thank you for your response.

As an alternative, you can use RIA (Replicon Import Add-in) and then create the projects in bulk assign the project team members and also assign the Billing rate of your choice.

To know more about our mass data upload tool please refer to the below article:

To download the setup file:

https://ria.replicon.com/WebSetup/SetupInfo.html

Help articles:

https://www.replicon.com/help-center/administrators/importing-data4/

If you are using a Mac machine you can use Replicon data import functionality to mass upload the data.

This functionality needs to be enabled in the Administrator's permission.

We have also looped in our PM team to add their inputs.
(Edited)