What happens if I refresh cost rates for tasks 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 in a project plan, using the selected options.

Option

Description

Refresh all rows

Refresh rates for all tasks on the project plan.

Refresh selected rows

Refresh rates for selected tasks.

Refresh all periods

Refresh rates for all periods. Rates are refreshed for the entire project plan or for selected tasks depending on whether you're refreshing all rows or selected rows.

Refresh from selected period forward

Refresh rates for the entered period and subsequent periods. Rates are refreshed for the entire project plan or for selected tasks 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.