Recalculate costs of a resource plan of a project or demand

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.

    始める前に

    Ensure the following setup:
    • The project or demand must have an active rate model assigned.
    • The resource plan must be in either Planned, Requested, Confirmed, or Allocated states.
    Role required: resource_manager

    このタスクについて

    To update the costs of all the resource plans of a project or demand in one go, you can use the Recalculate Resource Costs option from the project form or demand form.

    手順

    1. To open a resource plan of a project or demand, perform one of the following actions.
      • Navigate to Project > Projects > All, and open a project.
      • Navigate to Demand > Demands > All, and open a demand.
    2. From the Resource Plans related list, open a resource plan for which you want to recalculate the costs.
    3. On the Resource Plan form, select the Recalculate Resource Cost related link.
    4. In the Recalculate Resource Costs dialog box, specify the recalculation period in the Start date and End date fields.
      By default, the Start date field has the current date and the End date field has the end date of the resource plan.
    5. To recalculate the planned cost, select the Include planned costs option.
      The Include planned costs option is available for a resource plan in the Confirmed or Allocated state. The option isn’t selected by default.
    6. Select OK.

    タスクの結果

    • Recalculates the selected resource costs based on the latest hourly rates derived from the rate model associated with the project or demand.
    • Updates the recalculated resource costs on the respective cost fields on the resource plan form and the Resource Plans related list of the associated project or demand.
    • Reflects the revised values on the respective cost fields of associated project or demand.