In projects, you can have a single resource with multiple pay rates. Some resources might perform different tasks with different pay rates. Or, you may have a situation where a single resource has differing pay rates over time. In Microsoft Project You can set up different pay rates for the same resource, and then specify which rate to use per assignment.
For example, in the new construction project, the project coordinator could also serve as a scheduler. Because the costs for project coordinator and project scheduler are different, you can set up two cost rate tables for the resource (additionally, a cost rate table can include a standard pay rate and an optional overtime rate, and even a per-use cost). Then, after you assign the resource to tasks, you specify which pay rate should apply.
When defining the resource in Microsoft project, each work or material resource can have up to five different pay rates, each recorded in a cost rate table. Cost rate table A is the default. Use a resource note to help document each role’s pay rate.
You set up pay rates in the cost rate tables on the Costs tab of the Resource Information dialog box. The default rate table (the rate Project applies unless you specify another one) is on tab A.
To create an additional cost rate table for a resource
- On the View tab, in the Resource Views group, click Resource Sheet.
- In the Resource Sheet view, click a resource name.
- On the Resource tab, in the Properties group, click Information to open the Resource Information dialog box.
- Click the Costs tab.
- In the Cost rate tables area, click the B C, D, or E tab.
- In the Standard Rate and Overtime Rate fields, enter the pay rate values you want. In addition to or instead of pay rates, you can also enter a value in the Per Use Cost field.
- Click OK to close the Resource Information dialog box.
In the following Figure we have the resource sheet including our demonstration work resource, John Sloan.
John has a standard pay rate of $75/hr. We want to define an additional pay rate for John. We proceed and select the resource tab and information icon.
In the resource information dialog, we choose the cost tab and default cost rate table A. Note that our standard rate, $75/hr. This default cost rate, A, is the cost when our resource , John,is working as a Project Coordinator.
Then we choose the cost rate table B, and enter a standard rate, $60/hr, for our resource’s Scheduler role.
Choose the notes tab to document the pay rate of each role, Coordinator and Scheduler.
Note the resource sheet and John’s resource note.
To change the cost rate table to be applied to an assignment
- Do either of the following:
- On the View tab, in the Task Views group, click Task Usage.
- On the View tab, in the Resource Views group, click Resource Usage.
As with other assignment-level activities, you can perform this procedure in either view.
- Select the assignment you want to edit.
- On the Format tab, in the Assignment group, click Information to open the Assignment Information dialog box. Click the General tab if it is not already selected.
- In the Cost Rate Table box, select a cost rate table, and then click OK to close the Assignment Information dialog box.