Synchronize Role Availability and Rates

When making changes to and managing role availability and rates, you can synchronize availability and rates for roles within your workspace. After making changes in the Availability & Rates detail panel for an individual role, you can then sync those changes to other instances of the role down the workspace hierarchy.

To synchronize workspace role availability and rates:

Navigate to the workspace role page
1. In the object selector, select a workspace.
2. In the sidebar, hover over  Resources, and select Role List.
Select the Actions  menu, and then select Synchronize Availability and Rates.
In the Synchronize availability and rates? dialog box, select Synchronize Now. When Synchronize Now is selected, the role availability and rates in all child workspaces and projects are updated with changes made in this workspace.

Tips

Schedule and recalculate costs within a project to ensure the schedule is updated to reflect availability and rate changes.
You must have the edit costs privilege for roles to synchronize availability and rates from the Role List page.
When the synchronization has either completed successfully or failed, a notification is displayed, and the full message can be reviewed in the Inbox.

Last Published Tuesday, May 21, 2024