Assign Work Availability and Rates to a Workspace Resource

The resources available to your workspace may have a variety of work availability periods and pay rates. This information is essential when deciding which resources should be assigned to the activities in your projects based on availability and cost.

You can define multiple availability periods for an individual resource, each with up to five separate pay rates. For more information on availability and rates, see Understanding Resource Availability and Rates.

Note: When new rates are added, recalculate the schedule and recalculate costs to ensure all cost values are current.

To assign work availability and rates to a workspace resource:

1. Navigate to the workspace resource page
   1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
   2. From the  Main Menu, select  Resources, and then select Resource List.
2. In the table, select the resource.
3. Select the Availability & Rates detail window.
4. Select  Add.
5. In the new row, complete the following fields:
   • Effective Start Date: Select the date for the availability period to begin.
   • Max Units/Time: Enter the resource's maximum work units per time for this availability period. Enter these values as units per duration or as a percentage. The value will automatically convert to your format preference. The default Units/Time value can be set in the General detail window.
   • Price/Unit: Enter up to five different rates for the availability period.

     Note: Select  Settings in the page toolbar to modify the currency view settings.

6. All changes made to this page are saved automatically.

Tips

• Unit and duration labels, as well as the format for Units/Time, are set in the user preferences.
• Currency display options are configured in the page view settings. Workspace resource rates will only be displayed in base currency. If a workspace resource is assigned to a project, its rates may be displayed in either base or project currency, depending on the view settings for the page.
• The Owned By column indicates the workspace or project to which the resource belongs. Most resource information can only be edited in the workspace or project where it is owned.