Recalculate Planned Cost and Billing Amounts

In most cases, all amounts are automatically recalculated for a plan using current rate settings each time you save settings in the Plan Settings dialog box. The exceptions are plans that were converted from iAccess.

If a plan was converted from iAccess to DPS, many converted assignments may have override rate information that was saved for specific calendar periods while in iAccess. Following conversion, those plan amounts, by default, are not automatically recalculated when you save plan settings in DPS. If you want all planned amounts in a converted plan to be recalculated automatically, complete the steps below. You only need to do this once; from that point forward the planned amounts will be recalculated automatically each time you save the settings.

To recalculate planned amounts for a converted iAccess plan based on the current settings:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to recalculate planned values.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions bar, click Other Actions > Plan Settings.

   If the plan is not already checked out to you, this action automatically checks it out.

5. On the Labor, Expenses, and Consultants tabs of the Plan Settings dialog box, select the Recalculate Planned Cost or Recalculate Planned Billing check boxes for the types of planned amounts that you want to recalculate.
6. Click Save.
7. When a message displays asking you to confirm that you want to recalculate, click Yes.

   All planned amounts are recalculated based on the current settings.