What is the rate lookup algorithm?

Below is the logic used by the system to determine a user’s rate. The following algorithm assumes that the rate in question has an effective date that is applicable to the date of the work or the date specified in the timesheet.

Note: The work's start date must be after the effective date of the rate.

See the attached PDF for a flow chart of the rate lookup algorithm.

1. Personal Rate Rule = Y

1.1. User has a single personal rate

1.1.1. User is allocated to a resource line

1.1.1.1. Role on resource line matches user's role

Rate: user's personal rate for that role*

1.1.1.2. Role on resource line does not match user's role

Rate: user's personal default rate (which is the only rate)*

1.1.2. User is not allocated to a resource line

1.1.2.1. There is a single resource line for the work

1.1.2.1.1. Role on resource line matches user's role

Rate: user's personal rate for that role*

1.1.2.1.2. Role on resource line does not match user's role

Rate: user's default personal rate*

1.1.2.2. There are multiple resource lines for the work

1.1.2.2.1. Role on resource line matches user's role

Rate: user's personal rate for that role*

1.1.2.2.2. Role on resource line does not match user's role

Rate: user's default personal rate*

1.2. User has multiple personal rates

1.2.1. User is allocated to a resource line

1.2.1.1. Role on resource line matches one of the user's roles

Rate: the user's personal rate on the matched role*

1.2.1.2. Role on resource line does not match one of the user's roles

Rate: the user's default personal rate*

1.2.2. User is not allocated to a resource line

1.2.2.1. There is a single resource line for the work

1.2.2.1.1. Role on resource line matches one of the user's roles

Rate: the user's personal rate on the matched role*

1.2.2.1.2. Role on resource line does not match user's role

Rate: the user's default personal rate*

1.2.2.2. There are multiple resource lines for the work

1.2.2.2.1. One role on resource lines matches one of the user's roles

Rate: the user's personal rate on the matched rate*

1.2.2.2.2. Multiple roles on resource lines match multiple of the user's roles, including the default role/rate

Rate: the user's default personal rate*

1.2.2.2.3. Multiple roles on resource lines match multiple of the user's roles, but not the default role/rate

Rate: the user's default personal rate*

1.2.2.2.4. No roles on resource lines match any of the user's roles

Rate: the user's default personal rate*

1.2.2.3. There are no resource lines for the work

Rate: the user's default personal rate*

1.3. User has no personal rate

Rate: the applicable rate as if Personal Rate Rule = N

2. Personal Rate Rule = N

2.1. The work has a single resource line

2.1.1. User is allocated to the line

Rate: the rate that best matches the resource qualifications on the resource line and the user cost tag, if applicable

2.1.2. User is not allocated to the resource line

Rate: the rate that best matches the resource qualifications on the resource line and the user cost tag, if applicable

2.2. The work has multiple resource lines

2.2.1. User is allocated to one of the lines

Rate: the rate that best matches the resource qualifications on the resource line and the user cost tag, if applicable

2.2.2. User is not allocated to one of the lines

Rate: the rate that best matches the resource qualifications on the default resource line and the user cost tag, if applicable

2.3. The work has no resource lines

Rate: Rate table default rate

* If selected rate is defined to be no-personal for the date, then continue to search a rate in the project's rate table as if Personal Rate Rule = N.

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