• Stop a rate set from being deleted if being used. ^{See Note 1}
• Stop a Role from being removed from a Rate Set if the Rate Set is being used
  Note: Stopping role being removed if role being used is harder and can be added later but out of scope of this ESR.^{See Note 2}
• Prepare a custom report that can be run from the tree and across the whole system to find Null tasks (that can then be manually fixed).
• Prepare a that can be run from the tree and across the whole system to find Rate Types in Task table that are not in associated Rate Set (that can then be manually fixed).
• Every time the Task tab is opened, the Rate Set is checked and rates updated ^{already does this}
  • If Rate Type used in Task tab is not in Rate Set, use $0 as the rate (currently the Fixed Resource Assignee rate is used that is typically large and it is being multiplied by the hours)
  • If Rate Type used in Task tab is not in Rate Set, use $0 as the rate (currently the Fixed Resource Assignee rate is used that is typically large and it is being multiplied by the hours).
    Design Note: Don’t break the current working that should still use the Assignee Charge when Assignee Fixed Price, not multiplied by the hours, even if assignee is not in the Rate Set ^{(think carefully on this as other considerations as well and discuss if required)}.
• Every time the Timeheet is opened, the Rate Set is checked for all rows and if a Rate Type used in Timesheet is not in Rate Set, make the whole timesheet row read only so time can’t be booked, and display a help tip as to why.

Note. No existing rates in the timesheet will be changed. New entries in the timesheet will use the new rates (they are alway taken from the rate set in case the task tab has not yet been refreshed).

Posted in: eTrack FAQ, Other