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.
User-overridden rates are retained during rate refresh actions at the task 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 in a project plan, using the selected options.
|
Option |
Description |
|---|---|
|
Refresh all rows |
Refresh rates for all tasks on the project plan. User-overridden rates at the task or periodic level are retained. |
|
Refresh selected row |
Refresh rates for selected tasks. User-overridden rates at the task or periodic level are retained for the 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. User-overridden rates at the task or periodic level are retained. |
|
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. User-overridden rates at the task or periodic level are retained for the selected period range. |
Options to refresh period rates apply when the project plan supports planning for accounting or project accounting periods.