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Pay Rates in Primavera P6 Professional

You are here: Home / Primavera P6 / Pay Rates in Primavera P6 Professional

June 8, 2015 By TheP6Pro

What if your company wants you to provide different project costs depending on whether the associated report is an internal or external report? Do you know how to create different pay rate types in Primavera P6 Professional?

Primavera P6 Professional is capable of defining five different rate types. You may also provide a title for each rate type field which describes what the rate type represents. Internal Rate title would represent an internal report that is project cost plus overhead. Whereas, External Rate may represent a proposal for customers that is project cost, plus overhead and fee. You provide the rate type descriptor and the associated hourly pay rates for each resource. Set the assignment default rate type and Primavera P6 Professional will use this pay rate type for all new resource assignments.

In this article we describe how to define an external pay rate, set the assignment default for this pay rate definition, and assign the associated resources to respective activities.

Rate Type Titles

Let’s start by creating a User-defined Title for our external pay rate. Select Admin | Admin Preferences from the drop down menu at the top of the screen. In the corresponding Admin Preferences dialog, Figure 1, select Rate Types.

Primavera P6 Pay Rates Fig 1Figure 1

Change any one of the five rate type field titles to External Rate, Figure 2.

Primavera P6 Pay Rates Fig 2Figure 2

Rate Types & Resources

Now add the external rate to our Total Engineering company resource definitions. Select the resources tab and right click on the headers, Figure 3.

Primavera P6 Pay Rates Fig 3Figure 3

In the corresponding columns dialog make External Rate a Selected Option, Figure 4, and click OK.

Primavera P6 Pay Rates Fig 4Figure 4

Now the External Rate column will appear in your Resources, Figure 5.

Primavera P6 Pay Rates Fig 5Figure 5

In the bottom information Units & Prices tab view right click on the headers and make External Rate a Selected Option, Figure 6.

Primavera P6 Pay Rates Fig 6Figure 6

Highlight the Pipe Fitter in the resources sheet and in the bottom details Units & Prices tab enter an External Rate of $100/h, Figure 7.

Primavera P6 Pay Rates Fig 7Figure 7

Enter an External Rate for all the resources in the Total Engineering group, Figure 8.

Primavera P6 Pay Rates Fig 8Figure 8

Assignment Rate Type Defaults

Next we want to set the External Rate as the default Rate Type for new resource assignments. Select the Projects tab and highlight the current file. In the bottom details select the Resources tab. Select External Rate from the ‘Specify the default Rate Type for new assignments’ drop down menu, Figure 9.

 Primavera P6 Pay Rates Fig 9Figure 9

Resource Assignments

We are now ready to make new resource assignments using our External Rate salaries. In our example problem, we’ve highlighted the Inspect New Piping activity, and in the bottom Resources tab selected Add Resource. We’ve then selected and assigned the respective resources using the Assign Resources dialog, Figure 10.

Primavera P6 Pay Rates Fig 10Figure 10

Repeat as appropriate to assign resources to all the corresponding activities. If you change a resources rate type value, use the Tools | Recalculate Assignment Costs feature to update the resource assignment costs.

Summary

Primavera P6 Professional allows you to define up to five rate types for computing activity costs. You define the title for each rate type. Add the respective rate type to the resource sheet. Also add the respective rate type to the Units & Prices bottom details. Different rate types may be displayed side by side in the resource sheet for easy comparison. If you change a resources rate type value, use the Tools | Recalculate Assignment Costs feature to update the resource assignment costs.

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Copyright © 2019 · Ten Six Consulting, LLC · 703.910.2600

  • About Ten Six
  • Consulting Services
    ▼
    • Project Management Services
      ▼
      • Assessments and Health Checks
      • Organizational Change Management
      • Project Governance
      • Project Management Tool Selection
      • Risk Analysis Services
      • Scheduling Services
      • Project Management Staff Augmentation
    • Project Management Office (PMO) Services
      ▼
      • PMO Pulse Check
      • PMO Implementation Planning
      • PMO Organization Change Management
      • PMO Project Manager Leadership Development
      • PMO Planning Best Practices
      • PMO Scheduling Best Practices
      • PMO Enterprise Tool Training
      • Program Manager Challenges
    • Earned Value Management Services
      ▼
      • EVMS RFP Support
      • EVMS Assessments
      • Earned Value Management Tool Selection
      • EVMS System Description and Process Development
      • Integrated Baseline Review (IBR) Preparation and Conduct
      • EVM Certification Support
      • Integrated Master Schedule (IMS) Health Check
      • Action Plan Development for Progress Assessment Reviews
      • Earned Value Data Analysis and Reporting
      • WBS Guidelines for Government Acquisition Programs (MIL-STD 881D)
      • EVMS Staff Augmentation
    • Risk Management Services
      ▼
      • Risk Management Support and Consulting Services
      • Risk Management Maturity Assessment® (RMMA)
      • Risk Management Checkup Services (RMCS®)
      • Risk Management Training and Workshops
    • Portfolio Management Services
      ▼
      • IT Portfolio Management
      • Corporate Governance Portfolio Management
      • Product Portfolio Management
      • Public Sector Portfolio Management
      • New Product Development Portfolio Management
    • ISO 21500 Assessment
  • Software Services
    ▼
    • Primavera Implementation Consulting
      ▼
      • Primavera P6 Application Consulting
      • Primavera P6 Knowledge Transfer, Mentoring and Coaching
      • Primavera P6 Technical Consulting
      • Primavera P6 Integration
      • Primavera P6 BI Publisher Services
      • Primavera P6 Staff Augmentation
    • Deltek Cobra Implementation Consulting
      ▼
      • Deltek Cobra Application Consulting
      • Deltek Cobra Knowledge Transfer, Coaching and Mentoring
      • Deltek Cobra Integration
      • Deltek Cobra Staff Augmentation
      • Deltek GCS and Cognos Impromptu Services
    • Microsoft Project Implementation Services
      ▼
      • Building an Integrated Master Schedule (IMS)
      • Integrating Microsoft Project with Deltek Cobra
      • Migrating From Microsoft Project To Oracle Primavera P6
      • Microsoft Project to Primavera P6 Conversion Service
  • Training
    ▼
    • Primavera P6 Training
    • Deltek Training
    • Microsoft Project Training
    • Project Management Training
    • Earned Value Management Training
    • Open Training Class Dates
    • Customized Video Training Classes
  • Blog
    ▼
    • Deltek Acumen
    • Deltek Cobra
    • Earned Value Mgmt
    • Microsoft Project
    • PMO
    • Primavera P6
    • Project Management
    • Risk Management
  • Clients
  • Contact Us