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Recalculate costs of resource plans of a demand

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Recalculate costs of resource plans of a demand

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 a 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 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 dialog box, fill in the fields.
    Table 1. Recalculate Resource Costs dialog box fields
    Field Description
    Start date Start date of the time period for which the costs are recalculated.

    By default, the field shows the current date.

    End date End date of the time period for which the costs are recalculated.

    By default, the field shows the due date of the demand. If the due date is not specified for the demand, the field is empty.

    Planned costs for Requested Resource plans Option for recalculating the planned cost of Requested resource plans.
    Confirmed/Allocated costs for Confirmed/Allocated resource plans Option for recalculating the confirmed or allocated cost of Confirmed or Allocated resource plans.
    Planned costs for Confirmed/Allocated resource plans Option for including the planned cost of a Confirmed or Allocated plan.

    The option is enabled if the Confirmed/Allocated costs for Confirmed/Allocated resource plans option is selected.

    By default, the option is not selected.

  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.
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