Resource Center - Configure Time‑Phased Cost and Rate Tables

This article explains how to configure time‑phased cost tables and time‑phased rate tables for individual resources in the Resource Center.

Resource‑level tables are used when financial values must reflect actual, resource‑specific costs or revenue, rather than standardized or blended values calculated at the Cost Category level.

What you will accomplish
By the end of this article, you will be able to configure time‑phased cost and revenue tables for a resource and understand how and when these tables take precedence over base resource values and category‑level tables.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Manage Resources permissions
• Access to the Resource Center
• An understanding of whether your Financial Plans use blended values or actuals

Background

In OnePlan, financial values can be calculated using:

• Cost Category–level tables (for blended costs or revenue)
• Base resource cost and rate values (configured on the General tab of a resource)
• Resource‑level time‑phased tables (for actual, resource‑specific values)

Understanding Precedence

When time‑phased cost or rate tables are configured for a resource, they override the base Cost and Rate values defined in the resource’s General configuration.

In other words:

• The Cost and Rate fields on the General tab act as default values
• Time‑phased tables take precedence whenever they exist
• The value effective for the selected date range is always used

This ensures that changing costs or billing rates over time are applied accurately—without requiring manual updates to Financial Plans.

When Resource‑Level Time‑Phased Tables Are Used

Resource‑level tables are ideal when:

• Individual resources have unique costs or billing rates
• Rates change over time due to contracts, compensation, or billing agreements
• Actuals must reflect real‑world variation, not standardized averages

Time‑phased tables use effective dates to align financial data across planning, forecasting, and actuals.

For a conceptual explanation of cost vs. revenue in OnePlan, see:
Financial Plan Cost vs. Revenue

How Resource‑Level Time‑Phased Tables Are Used

Resource‑level time‑phased tables define actual values for a specific resource.

When Financial Plan Cost Types are configured to use actual cost or actual revenue:

1. OnePlan first checks for a resource‑level time‑phased table
2. The value effective for the selected period is applied
3. Base resource Cost and Rate fields are ignored
4. Cost Category blended values are not used

These tables are maintained by administrators and are not edited by end users.

Configure a Time‑Phased Cost Table for a Resource

Use a cost table when modeling actual costs for a specific resource.

This is commonly used when:

• Labor costs vary by individual
• Non‑labor resources have negotiated or changing costs
• Actuals must reflect precise spend

Steps

1. Go to the Resource Center.
2. Locate the resource you want to update.
3. Select Edit to open the Edit Resource form.
   
4. Open the Cost Table tab.
5. Select Add Cost.
6. Enter:
   • Start Date – when the cost becomes effective
   • End Date – optional; leave blank for ongoing costs
   • Cost – the actual cost value
7. Repeat to add additional time‑phased cost rows as needed.
8. Select Save.

Once configured, this table overrides the base Cost value on the resource whenever actual cost is calculated.

Configure a Time‑Phased Rate Table for a Resource

Use a rate table when modeling actual revenue for billable resources.

This is used when:

• Billing rates differ by individual
• Rates change over time
• Actual revenue must reflect contractual billing

Steps

1. Go to the Resource Center.
2. Locate the resource you want to update.
3. Select Edit to open the Edit Resource form.
4. Open the Rate Table tab.
5. Select Add Rate.
6. Enter:
   • Start Date – when the rate becomes effective
   • End Date – optional; leave blank for ongoing rates
   • Rate – the actual billing rate
7. Repeat to add additional time‑phased rate rows as needed.
8. Select Save.

When revenue is calculated, OnePlan applies the time‑phased rate effective for the selected period, instead of the base Rate value on the resource.

Resource‑Level Tables vs. Cost Category–Level Tables

All three levels can coexist within the same Financial Plan, depending on how Cost Types and imports are configured.