Define an overtime ratio
The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
When an overtime ratio is added to a task, it is applied to all assignments on the task. It multiplies all Planned Hours for that task and affects the Planned Revenue calculations.
The overtime ratio cannot vary for assignments within the same task. If different overtime multipliers are required, you must create separate subtasks under a parent task.
Overtime calculation on Planned Revenue
The system first determines the billing rate using the standard billing rate hierarchy. For more information, see Overview of revenue and cost hierarchy.
If the overtime ratio exists on the task, then the calculation is:
Planned Revenue = Billing Rate × Overtime Ratio × Planned Hours
If the overtime ratio is blank, then the calculation is:
Planned Revenue = Billing Rate × Planned Hours
Access requirements
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|---|---|
| Adobe Workfront package | Workflow Ultimate |
| Adobe Workfront license | Standard |
| Access level configurations | Edit access to Tasks, Projects, and Financial Data |
| Object permissions |
Manage permissions to a task that include Edit billing rates Contribute or higher permissions to the project |
For information, see Access requirements in Workfront documentation.
Prerequisites
The task Revenue Type must be User and Role Hourly. For more information, see Overview of revenue and cost hierarchy.
The Overtime Ratio field must be enabled on your layout template.
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In the layout template, click the down arrow under Customize what users see, then click Task.
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In the Details section, select the Overtime Ratio field in the Finance area.
For more information, see Customize the Details view using a layout template.
Define the overtime ratio on a task
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Go to the task that you want to edit.
For more information, see Manage task finances in the Task Details section.
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Click Task Details in the left panel.
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In the Finance area, enter the overtime multiplier in the Overtime Ratio field.
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Click Save Changes.