Valid, matching rows do not exist in the matrix for the entire date range of the project for the team members. In this case, reported by the customer, they were using Resource Role as one of their columns in the matrix and they only had a row defined for the Labor Role and did not have a row defined for the Non-Labor Roles and the default matrix row did not cover the entire date range of the project.
- Go to the Project, Team page and click 'Show All' to display both labor and non-labor team staff members
- Review the Project Start and Project Finish Dates. The cost plan population takes the whole project date range, not just the cost plan dates. The auto-populate uses the investment start and finish dates to determine active fiscal time periods defined on the associated entity. All fiscal time periods are populated ignoring the freeze date defined in the entity plan defaults.
- Go to the associated Cost/Rate Matrix and search for matching rows based on the columns configured for the matrixTo do a quick population of the cost plan, check the 'default' matrix row date range to ensure it covers the dates of the project
- Go to the Project, Settings, Financial page to check if the rate matrix is set for the labor type or all types of resources used on the project
- If you are not using a matrix on the project level, you can set it at the Entity level
- Go to Administration, Finance: Setup, Entities and pick the Entity associated with the Project's Department OBS and set the default rate source for each resource type
- If you are not using a matrix on the project nor on the Entity level, you can set it at the System Level
- Go to Administration, Finance: Setup, Defaults, Project Transaction Defaults to set the default rate matrix at the system level for each of the resource types