Rates and forecasts

Admin and Practice Leads configure Practices (one per delivery practice with a practice lead and US region scope), Roles (the demand language — Senior Engineer, Tech Lead, Solution Architect — each with a Level and default bill rate), Skills (the Technical / Functional / Industry / Language / Methodology catalog with proficiency scale), and the initial rate cards with rate card rows per Practice per Region per Role. Rate card activation requires Practice Lead + Finance co-approval stamped on the rate card before Status: Draft → Active; the prior active card’s effective to is set automatically.

On approval the assignment-on-approval workflow fires: a code node creates an Assignments row (Resource, Project, Role, rate card resolved from Practice + start date, bill rate resolved from rate card rows and frozen on the Assignment, cost rate snapshotted from resource cost rate, allocation pct carried from the request) plus N assignment periods rows (one per week from start date to end date at the requested allocation pct). The workflow then writes the Resource into the matched pm-projects project as a project member via the connected record service so the team appears in the project workspace. The Resource and Project Manager are emailed.

Weekly on Monday, utilization-rollup aggregates the prior week’s closed or frozen assignment periods and effective time actuals into one Utilization row per Resource (available hours, allocated hours, actual hours, billable hours, non billable hours, utilization pct, billable utilization pct). Right after, bench-detection scans the latest Utilization plus forward-booking coverage and writes a Bench row for every Resource whose forward-4-week average utilization pct falls below the bench threshold (default 60%). Practice Leads get a digest; the bench-clearing motion (cross-Practice loan, investment work or training time) starts from the Bench Report.

An approved rate card applies to a practice, region, role and effective interval. Resolve the card using the assignment’s start date and preserve the resulting rate on the assignment. A new catalog rate does not reprice an assignment that was already accepted.

Finance can prepare a proposed revision, but the preparer cannot supply either independent approval. Practice Lead and a separate Finance reviewer sign the same submitted version. If the proposed dates overlap another active card, resolve the overlap before activation so a staffing decision has one applicable rate.

Forward-booked revenue multiplies the relevant planned billable hours by their frozen assignment rates. This is a forecast of staffing value. It is not proof that work was delivered, an invoice was sent or revenue was recognized. Cost-rate visibility remains more restricted than quoted bill rates, including in exports and candidate comparisons.

• Active rate cards. Open the current records for this module within your assigned role and permitted scope.