We're using Company to control hourly rates. Our setup is something like this:
RATE -- Scenario 1 = No users, but all the roles and rates for that scenario (say: FTE)
RATE -- Scenario 2 = No users, but all the roles and rates for that scenario (say: Contingent Worker)
z_Company = Where all the users are stored, no role rates used.
Project Managers are required to carefully choose the proper Company before the project starts, and on-notice they can't change it once they start. We are not using APIs or Fusion; all integrations with our external finance software is via reporting via Workfront and exported to Excel for import into that external system. We do not use billing records due to the time sink that would cause for all involved, opting instead to simply export timesheet and expense data for an external system to handle invoicing. So hours logged and material charges logged are handled outside the system. Timesheets are used, approved, and closed per WF practice (the data, however, goes outside the system or invoicing, billback, crosscharging, or payroll as appropriate). With that in mind, what happens if we had, say, 6 months of projects and changed the hourly rates in the two "RATE" companies above?
Would completed ("Closed" status) past projects be affected?
What about projects in-progress and have an obligation to bill at the older rate?
Are the affects above also true of project-level and user-level rate changes? For example, if I change an specific user's hourly rate (over-riding their Role rate), how does that effect other projects in the system? Kevin Quosig