The cost plan is not showing the correct cost (or shows no cost) for a certain period.
This occurs when dates in the rate matrix do not start on the first of the month.
Here is an example:
A rate in the Rate Matrix is set for a resource from 04/12/2017 to 05/31/2017. When the cost plan is created where the fiscal period begins on April 1st, it picks up the rate that starts on or before 04/1/2017, instead of the rate starting at 04/12/2017.
The correct rate (based on 4/12/2017) will show for May.
This normally happens when a resource is hired mid-month and their From Date in the Matrix is their hire date.
However it can also happen if their rate changes mid-month.
- Matrix is defined with the Resource column and Role column
- Resource = Fred with a primary role = Analyst
- Matrix row 1: Resource = Fred ; Date range = Jan. 1, 2017 thru April 11, 2017 ; cost rate = $50
- Matrix row 2: Resource = Fred; Date range = April 12, 2017 thru September 30, 2017 ; cost rate = $100
- When the cost plan is populated, Fred will get the $50 rate for April 1-30 and get the $100 rate from May on.