Set up a resource hierarchy

The hierarchy allows you to group resources together and arrange them in a structure, e.g. by job type. You can create a structure with multiple levels to group your resources. For each level, you can set the cost and charge rates that apply to all the resources in that group. You cannot submit timesheets for a resource

Note: You cannot submit timesheets for a resource that is not included on the hierarchy

You must:

  • Create Charge Rate Types.
  • Create Cost Rate Types.
  • Enter Timesheet Settings.

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.

    1. Move to the Charge Rates tab to set the charge rate values.
    2. Enter a value for each charge rate type that you want to use for this level or individual. The rate will automatically be marked as Active. Only those rates that are marked as active will be available for timesheet entry.
    3. If you normally use one standard rate, mark this rate as the Default.
    1. Move to the Cost Rates tab to set the cost rate values.
    2. Enter a value for each cost rate type that you want to use for this level or individual. The rate will automatically be marked as Active. Only those rates that are marked as active will be available for timesheet entry.
    3. If the cost rate is linked to a charge rate value, select the corresponding Linked charge rate. If you select this cost rate when entering a timesheet, the corresponding charge rate will be automatically selected.
    4. If you normally use one standard rate, mark this rate as the Default.
    1. Move to the Pay Rates tab to display the pay rates.

    2. The pay rates are imported from Sage Payroll. You cannot adjust the pay rates in Project Accounting.

      If pay rate type is Salary, clear the Display pay rate value check box as this ensures that the salary value used in calculations is from Payroll.

    3. If you do not want to use a pay rate for timesheet entry, remove the tick from the Display box.
  5. To adjust a cost or charge rate by a percentage or fixed amount, click Update Rate.
See also

Other tasks

Set up timesheet charge rate types

Set up timesheet cost rate types

Timesheet entry settings

Update charge and cost rates