Recost

The Recost sub-tab enables you to perform the cost calculations in an activity sheet, for type selected (that is, current schedule or baseline schedule). Upon initiating this option, Unifier refreshes the rates for Price/Unit for each assignment, based on the rate source from the rate sheet assigned using the latest rates present. The field will be updated (or used) in recost according to the following rules:

This functionality applies to Resource loaded projects. Recost for Cost-loaded Projects also takes care of applying the exchange rates for Cost fields if P6 Currency is different than Unifier Base Currency or Shell Currency. Use Recost to perform cost calculations in the Activity Sheet for the schedule type selected (current or baseline).

Note: Recosting cannot be performed on Duration-based projects.

The Recost action must be manually triggered by the user after the following actions are performed in the Activity Sheet or the Rate Sheet:

Assigning CBS

This option can be used to assign a CBS code to a resource and/or role. Select Assign CBS and select a code in the CBS field.

Assigning Rate Source

Select Assign Rate Source to assign a rate source to an assignment.

The Rate Source drop-down list has the following options:

- Resource (default)

- Role

- Override

Assigning Price/Unit

Unifier updates the rates for price/unit of each assignment after retrieving them from the corresponding source fields in the rate sheets as follows:

- If the rate source is Resource, the data is fetched from the Resource Rate Sheet.

- If the rate source is Role, the data is fetched from the Role Rate Sheet.

- If the rate source is Override, the Price/Unit data is not refreshed.

- In this case, you must manually specify the value. To do so, click Rate Source and follow the prompts. The Assign Rate Source is only applicable for Resource-loaded projects.

The system rolls up the assignment values to calculate values at the activity level.

Updating Data in actions button inside the activity sheet.

Changing Rates for any of the resources/roles in the Rate Sheet, in case the resources/roles are referred in Assignments.

By default, the Master Rate Sheet is used to perform costing; however, if a shell level rate sheet is assigned, then values are derived from it instead.

When you activate recost, the following fields (within activities and assignments) are refreshed using the spread data and rates from the assigned rate sheet.

See the following topics for details:

The values are taken from the baseline or the corresponding baseline values from the current schedule.

The activity attributes are re-calculated by using the spread data and rates from the assigned rate sheet.

The corresponding values at the activity level are calculated by rolling up the values from the assignments.

Note: For recosting, if price/unit and resource/role rates are not defined in the Activity Sheet, a default value of 0 is used, and a warning is displayed. If the values are defined, then the project currency is used for the calculations. The rate is multiplied by the number of units to get the cost.

Unifier applies the following logic to recosting:

The calculations are triggered while doing the re-costing for Activity Sheet. After the application receives all the rates, it proceeds according to one of the following scenarios:

Scenario One

Resource Currency = Base Currency = Shell Currency

No changes are required.

Scenario Two

Resource Currency <> Base Currency = Shell Currency

The application calculates all the spread data (currency fields) that is present in the Activity Sheet (in the company currency [Base Currency]) by using the resource/role rates applicable at each spread Data Date field.

If the resource rate currency is different from the company currency [Base Currency], the exchange rate will be applied at each spread Data Date field to calculate the spread data.

The spread data will then be rolled up to the respective currency field.

These calculated values in the company currency [Base Currency] are used to calculate any dependent field (for example, CPI, SPI, and so on) as part of recosting.

Scenario Three

Resource Currency = Base Currency <> Shell Currency

Unifier calculates all the spread data (currency fields) that is present in the Activity Sheet (in the company currency [Base Currency]) by using the resource/role rates applicable at each spread Data Date field.

The spread data will then be rolled up to the respective currency field.

These calculated values in the company currency [Base Currency] are used to calculate any dependent field (for example, CPI, SPI, and so on) as part of recosting.

Note: Only Scenario Three is applied to the cost-loaded.

The values in the shell currency will be calculated by using the applicable exchange rate for that shell currency at each spread Data Date field for all currency fields. The system uses these values to calculate any dependent field (for example, CPI, SPI, and so on) as part of recosting.

Note: Despite being in the Activity Sheet user interface, you can only see the Activity Sheet data in the Shell currency.

Scenario Four

Resource Currency <> Base Currency <> Shell Currency

Apply the steps indicated in Scenario Two and then apply the steps indicated in Scenario Three.


Last Published Sunday, July 20, 2025