What happens if I refresh cost rates for task assignments on the project plan?

Rates are retrieved based on the current job, organization, and role of resources used in the planning process. The refresh considers the potential changes and provides rates based on the current information for each resource.

When project managers or project administrators perform a version level refresh action, the application skips resources that have been disabled on the resource breakdown structure. You can perform a line-by-line refresh if you intend to refresh disabled resources. Similarly, the Refresh Plan Amounts process skips resources that have been disabled on the resource breakdown structure.

The following table describes the impact of refreshing cost rates based on the selected options.

Option

Description

Refresh all rows

Refresh rates for all planning resources assigned to the task.

Refresh selected rows

Refresh rates for selected task assignments.

Refresh all periods

Refresh rates for all periods. Rates are refreshed for all planning resources associated with the task or for the selected task assignment depending on whether you're refreshing all rows or selected rows.

Refresh for selected period and onward

Refresh rates for the entered period and subsequent periods. Rates are refreshed for all planning resources associated with the task or for the selected task assignment depending on whether you're refreshing all rows or selected rows.

Note: Options to refresh period rates apply when the project plan supports planning for accounting or project accounting periods.

When editing period details, you can revise rates for all periods for the task assignment or for the selected period and subsequent periods.