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.

User-overridden rates are retained during rate refresh actions at the task assignment line or periodic level. Rates that aren’t overridden are refreshed based on current rate derivation.

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. User-overridden rates at the line or periodic level are retained.
Refresh selected row	Refresh rates for selected task assignments. User-overridden rates at the line or periodic level are retained for the selected 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. User-overridden rates at the line or periodic level are retained.
Refresh for selected period forward	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. User-overridden rates at the line or periodic level are retained for the selected period range.

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.