Recalculate Planned Cost and Billing Amounts

To recalculate existing planned cost or billing amounts using the current rate selections, display the Plan Settings dialog box. Any planned values added to the plan later automatically use the current rate settings.

To recalculate planned cost and/or billing amounts for a 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 menu, click 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.