We have the following scenario:
When we do this, we notice that the Rate Matrix (which has defined Resource Class as its column) row that is matched is as follows:
We want to know why the Resource Class of the named resource is not being matched with the role defined in step 4.
This is working as designed. There are differences in how Roles and Named Resources behave in the application. For example, there can be multiple Roles of the same type in a Project, but only one Named Resource. Roles are placeholders till an actual Resource is identified.
If a Named Resource did not rely on the exact Resource Class that is assigned against it, it could lead to a scenario where two different Named Resources who belong to different classes, but assigned the same role, are utilized at the same cost for a project. This could lead to wrong estimations.
Similarly, if a Role did not rely on the Resource Class of the Investment Role, then the change in Investment Role would effectively be nulled out when cost is estimated.