Try It!

 You can define both cost and sell rates for each resource, which can then be used for project financial reporting in Sensei IQ.


To create and maintain resource rates:

1. Ensure you are in the Resources area, click Resources in the Resources section.
   
   
2. Select and edit the resource for whom you wish to define or update Cost or Sell Rates.
   
   
3. Ensure you are on the Rates tab for the selected resource.
   
   
4. Select and edit an existing Cost or Sell Rate row or click New Resource Cost Rate or New Resource Sell Rate to create a new entry.
   
   
5. Define the Cost (or Sell) Effective Date and Rate and click Save.
   
   

To create project override sell rates:

1. Ensure you are in the Projects area, click Projects in the Leadership section.
   
   
2. Select and edit the Project for which you wish create a Resource Sell Rate Override.
   
   
3. Ensure you are on the Resources grouping tab.
   
   
4. Ensure you are on the Override Sell Rates tab.
   
   
5. Select and edit an existing Override Sell Rate row or click New Resource Sell Rate to create a new entry.
   
   
6. Search for and select the Resource for whom you wish to create a Sell Rate Override.
   
   
7. Define the Sell Effective Date and Rate and click Save.
   
   

Download Job Aid: Creating and Maintaining Enterprise Resources


Tip: Refer to this extended version of the job aid for a more detailed guide on creating and maintaining bookable resources in Sensei IQ: Job Aid: Creating and maintaining bookable resources.

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}