Set up a resource hierarchy

To set up a hierarchy

Open: Project Accounting > Project Maintenance > Hierarchy.

  1. The hierarchy is displayed as a tree structure with groups of resources organised into different levels (or groups). The hierarchy can be arranged in multiple levels; e.g. a interior decorating firm may have a level for Decorators which includes sub-levels for Painters and Plasterers.
  2. To add a group level, click Add Level. Enter the name of the level, and an optional description.
  3. To add a resource to the hierarchy, select the group level that the resource will belong to and click Link. Then select the resources from the list to include in this group level.

    Note:
    • If you have set cost and charge rates for a group level, resources that you add to that group will inherit the group cost and charge rates.
    • You can move a resource or group by clicking and dragging it to a new location in the hierarchy. If you do so, you will be prompted to either use the cost and charge rates defined for the new parent group, or keep the resource's current cost and charge rates.
  4. You can specify cost rate values and charge rate values for either a group level or an individual.

  5. To adjust a cost or charge rate by a percentage or fixed amount, click Update Rate.