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Update cost plan related to a resource plan

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Update cost plan related to a resource plan

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.

Before you begin

Role required: resource_user or resource_manager or it_project_manager or it_demand_manager

About this task

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

Procedure

  1. Save the updates to the resource plan.
  2. Click the Update Cost Plan related link.
    Note: 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

Result

The cost plan associated to the resource plan is updated. If allocated or confirmed hours are more than the planned hours in the resource plan, the cost plan is updated with higher of planned or confirmed and allocated hours.
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