Update cost plan related to a resource plan

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • If a resource plan is associated to a project, project task, or demand and has a related cost plan, then a requester or a resource manager can update the related cost plan after updating the resource plan.

    始める前に

    Role required: resource_user or resource_manager or it_project_manager or it_demand_manager

    このタスクについて

    If a resource plan does not have a related cost plan, the Update Cost Plan related link is not displayed for the resource plan.

    手順

    1. Save the updates to the resource plan.
    2. Click the Update Cost Plan related link.
      The cost plan associated to a resource plan is automatically updated as soon as the Planned cost in the resource plan is updated. The planned cost on resource plan gets updated when there is a change in:
      • Planned hours
      • User
      • State
      • Start and end dates

    タスクの結果

    The cost plan associated to the resource plan is updated as follows:
    • If the resource plan is in Planning or Requested state, planned hours is updated in the cost plan.
    • If the resource plan is in Confirmed/Allocated state and the Confirmed/Allocated hours are less than planned hours, then the higher of the planned cost and Confirmed/Allocated cost is updated in the cost plan.
    • If the resource plan is in Confirmed/Allocated state and the Confirmed/Allocated hours are equal to or more than planned hours, then the Confirmed/Allocated cost is updated in the cost plan.

    Cost from resource plan will be interfaced to the unit_cost field on the Cost Plan [cost_plan] table.