If you are using Open Workbench with CA Clarity PPM, cost rate and currency data is retrieved from the CA Clarity PPM rate matrix.
Cost rates (also known as billing rates) determine the cost associated with a resource assigned to a task in a project. The cost rates shown in Open Workbench are retrieved from the Actual Cost field in the CA Clarity PPM rate matrix when you open the project. These costs are generally shown over time by task and at the project level.
Open Workbench supports time-varying and project-specific cost rates. The changes you make from Open Workbench to the cost rates are for what-if purposes only and cannot be saved to CA Clarity PPM.
Note: You cannot enter a zero (0) billing rate in Open Workbench. If you encounter a zero billing rate for a resource on your project, make sure that you have defined a row for the resource on the CA Clarity PPM Rate Matrix and run the Rate Matrix Extraction job.
Currencies
Monetary values in Open Workbench are displayed in the home currency you set in the project. Monetary values of a project include actual, estimated, and baseline amounts for expense resource assignments, project budgets, custom field values, and resource cost rates. No conversion is required for expense resource assignments, project budgets, or custom fields values. Open Workbench converts resource rates since the home currency of the resource may not be the same as the home currency of the project.
Open Workbench uses a single, session-wide currency. If the Actual Cost field in the CA Clarity PPM Rate Matrix contains multiple currencies, they are converted to the currency specified in the project. If you have specified a global file location, the session currency is used when Open Workbench is started. If you have not specified a global file location, Open Workbench uses the 3-character ISO code of the home currency set in the project.
If you have not set the conversion between the resource's rate and the project's home currency in CA Clarity PPM, the conversion may fail. A message appears letting you know that the system was unable to convert the resource's cost rate to the source currency of the target currency. When different currencies are loaded in Open Workbench, a message appears if the project loaded does not use the system currency. You can set Open Workbench to show messages when loading projects with different currencies.
Note: Contact your administrator or see the CA Clarity PPM Administration Guide for more information.
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