Using Dated Resource Bill and Cost Rates in Services Estimator

A role request can be matched to a rate card that holds a series of predefined dated resource bill or cost rates. The role request's total bill amount, or total cost amount, then takes account of the rates that apply over its duration.

For example, dated resource cost rates for the next five years might be predefined on a rate card. When that rate card is matched to a role request spanning three years, the role request's total cost amount incorporates the rate changes that take effect in the second and third years. If rates are added, changed, or deleted over the role request's duration, its total cost amount updates to incorporate those changes. Worked examples are provided in Calculating a Role Request's Bill or Cost Amount When Using Dated Resource Rates.

For information about how to create rate cards with dated resource bill or cost rates, see Creating Rate Cards.

Warning:

Dated resource bill and cost rates are Beta functionality in PSA due to limitations of use, but they can be used with role requests in Services Estimator. For information about dated resource rates in PSA, see (Beta) Dated Resource Rates Overview.

To link a role request to a rate card that has dated resource bill rates or dated resource cost rates:

  1. Create the role request in the usual way.
  2. Ensure that the Use Dated Resource Bill Rates and Use Dated Resource Cost Rates checkboxes are selected as appropriate. This might be automated via a Salesforce flow.
  3. Save the role request. The role request's Bill Rate Card and Cost Rate Card fields are populated automatically with matching rate cards.

To automatically enable the use of dated resource rates when role requests are created in the Estimate Builder, select the following checkboxes on the related estimate:

  1. Go to the Details tab of an estimate

  2. Select the following checkboxes:

    • Default Use Dated Resource Bill Rates
    • Default Use Dated Resource Cost Rates

Rate cards are matched automatically to estimate role requests in the same way that they are matched to project resource requests and assignments. A rate card is matched based on several criteria including resource role, date, and currency. The criteria can also include account, region, practice, or group. You can match based on custom fields if you customize the matching rules as explained below. For more information, see (Beta) Rate Card Matching When Using Dated Resource Rates and Setting up Rate Cards.

Note:

In addition to bill and cost rate cards being matched automatically when you save a new role request, they are also matched automatically when certain fields change. These fields are Resource Role, Region, Practice, Group, Estimate, Start Date, Currency, Use Dated Resource Bill Rates, and Use Dated Resource Cost Rates.

Rate card matching can also be triggered by editing custom fields if you add them to the field set specified in the Role Request Rate Card Matcher Field Set field in the Services Estimator Settings custom setting.

Customizing the Matching Rules

You can develop your own custom matching rules using the Rate Card Matcher plugin API. The plugin takes all of the rate cards that are equally matched according to the matching criteria, then applies custom logic to choose only one matching rate card. If there are no matching rate cards for a role request, the plugin will not execute because there are no rate cards to choose between.

If the Disable Rate Card Matching field is selected in the Rate Card Settings custom setting and a plugin is used, no rate cards are passed to the plugin. The role requests that need matching are passed to the plugin which must independently query the available rate cards and apply logic to choose one matching rate card for each role request.

For more information, see RateCardMatcherPlugin in the PSA Apex API Developer Reference.