Description / Current behaviour:
- If a Task has Revenue Type = Role Hourly [With Cap / Plus Fixed] setting, the Planned & Actual Task revenue is calculated with the Billing Rate associated with the Assignment Role(s) of the Task.
- The Billing Rate applied may be the default one set on the Job Role, or one that is set on the Company / Project for that particular Job Role.
- If a Task has multiple Assignments, revenue is calculated for each of them separately (using Assignment Role) and then summed.
- For User Assignments (as opposed to Role Assignments), the Assignment Role (labelled as "Assignee's Role" on the UI) can be (only) one of the Job Roles associated with the assigned user.
The following business problem exists with this scenario:
- A task is planned with Job Role X and sold to a client at a price calculated with Job Role X.
- Given task is assigned to a user with Job Role Y (since a user with Job Role X is not available)
- The Assignment Role will be Job Role Y, i.e. the Job Role of the User.
- Workfront calculates the planned / actual revenue of the Assignment using the Job Role of the user (Job Role Y).
- Consequently, the planned/actual revenue of the assignment (and of the Task and Project) is incorrect, since the correct figure would be calculated using Job Role X.
How would you like the feature to work?
- When editing Assignments of a Task, any active Job Role can be specified as "Assignee's Role" not only the Job Roles associated with the assigned user.
- The planned / actual revenue for the assignment is calculated with the Assignment Role (as it is now).
- Role Hourly revenue can be calculated with any role, not only with one of the assigned user's own roles.
- For convenience, project level default assignment roles can be defined for each project team member.
- If a project level default assignment role has been defined for a user, when that particular user is assigned to any task on that particular Job , the "Assignee's Role" (Assignment Role) on the new Assignment will automatically be set to the user's project level assignment role.
- It should be possible to manually change the Assignment Role to any Job Role.
- When setting a project level assignment role for a user, the Assignment Role of this user on this project on existing Assignments is not changed.
- Configuring project level default assignment roles can commence either on the "People" tab of the project or in a new Column labelled as "Default Job Roles".
- Project level default assignment roles can't be date effective. They apply to the project regardless of the date.
- The proposed way of working will be really critical to our new core design!
