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.
Version: 15.9.3
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.