Recalculate costs of resource plans of a demand

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Recalculate the costs of all active resource plans of a demand whenever the hourly rates change in the associated rate model so that the plan costs are up to date.

    Before you begin

    Ensure the following setup:
    • The demand must be active.
    • The demand must have an active rate model assigned.
    • The resource plans must be in the Planned, Requested, Confirmed, or Allocated state.
    Role required: demand_manager

    About this task

    This option recalculates the costs of all resource plans of the demand at once. You can also open a resource plan from the Resource Plans related list to recalculate the resource costs of an individual resource plan.

    Procedure

    1. Navigate to All > Demand > Demands > All.
    2. Open a demand.
    3. On the Demand form, right-click on the header bar and select the Recalculate Resource Costs.
    4. In the Recalculate Resource Cost form, fill in the fields.
      For a description of the field names, see Recalculate resource costs form.
    5. Click OK.

    Result

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