Assign Work Availability and Rates to a Project Role

The roles available to your project may have a variety of work availability periods and pay rates. This information is essential when deciding which roles should be assigned to the activities in your project based on availability and cost. If you are using roles for high-level project planning before assigning specific resources, you can use role rates to estimate costs for different job types and skill levels. The specific resources you associate with each role may have more accurate availability and rate data.

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

Notes:

• When new rates are added, recalculate the schedule and recalculate costs to ensure all cost values are current.
• If you frequently export and import data, either to Primavera Cloud or P6 EPPM, a resource or role's availability and rate values should be identical at the workspace and project levels. Resource and role values are imported at the workspace level only. If a project-level resource or role is created as part of the import, it will use the values that exist at the workspace level. Existing project-level availability and rate values will not be overwritten. If you want to update project-level availability and rate values, you should do so manually.

To assign work availability and rates to a project role:

1. Navigate to the project roles page
   1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
   2. From the  Main Menu, select  Resources, and then select Role List.
2. In the table, select a role, and then select the Availability & Rates detail window.
3. Select  Add.
4. 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 role'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 table.
   • 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.

5. 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. Project role rates may be displayed in either base or project currency, depending on the currency and the view settings for the page. If a project role is promoted to the parent workspace, its rates will only be displayed in base currency.
• The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.