Power Community

Power Community

Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations


Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite, let’s look at what Roles (or Resource Roles) are and how you can add them to the Price Lists

Resource Roles

Let’s see how we can add Resource Roles –

  1. Navigate to Resources Area and then select Resources sub-area in Project Operations App.
  2. Now, navigate to Roles on the Sitemap and you’ll see some existing Roles already available out-of-the-box
  3. If you open any existing roles, you’ll see that Billing Types the type/behavior of the Role which we’ll discuss in further sections.

    Now, let’s add the Resource in both Cost and Sales Price Lists in the next section.

Add Role in Cost Price List

Now, lets assume we want to assign a Cost Price to the Consulting Lead role (which is of type Chargeable). Let’s see below on how we can do this –

  1. Navigate to the Organizational Units in Settings area in Project Operations since it’s easy to go than to find the Cost Price as you might not remember the exact name every time.
    Open the Organization Unit record which is your default Organization Unit for the PO environment.
  2. Now, since we had already associated a Cost Price in the previous sections, you can open the Price List.
  3. Now, once you open the Cost Price List, go to Role prices tab and click on + New Role Price to add the existing Role to this price list and define the Cost of the Role to the organization.
  4. Now, make sure you select the Role and also select the Organization Unit even if you have selected the Cost Price List from the Organization Unit. That’s because you can add multiple prices for the same role across different Organization Units.

    I’m keeping a sample Cost Price of $150

  5. Once you Save and Close, the Role Price will be defined in this Cost Price for this Org Unit.

    Alternatively, let’s also add the same Role in the Sales Price List as well from this series.

Add Role in Sales Price List

Let’s also add the same Consulting Lead role to the Sales Price List as well –

  1. Navigate to the Sales area and then look for Price Lists. Look for the Sales Price List you created for your organization.
  2. In the Sales Price list, go to Role Prices and click on Add New Role Price
  3. Now, as Sales Prices are supposed to be higher than Cost Prices, I’m using a Price of $240 for the Consulting Lead which was $150 in the Cost Price
  4. And once you Save and Close, it’ll be added to the Sales Price list as shown below.

Hope this post was useful!

Here are some Power Automate posts you want to check out –

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

This post was originally published on this site

- Advertisement -spot_img


Please enter your comment!
Please enter your name here

- Advertisement - Advertisement

Latest News

Capture and visualize ideas without spatial constraints using Infinite Canvas in Visio for the web

Following our announcement earlier this year about mind maps in Visio for the web, we’re excited to announce a...

More Articles Like This

- Advertisement -spot_img