Prevent the Recalculate Finances action from affecting historic hours when rates change

Last update: 2022-08-19
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  • User

Problem

You need to update the hourly cost for a user or job role (due to a raise or another circumstance), but you do not want this change to affect hours that have previously been logged on projects or you want it to affect only a portion of historical hours.

Solution

Add the hours that you do not want changed to a Billing Record on the project and set the status of the billing record to Billed.  This locks in the old rate and will be ignored by the Recalculate Finances action.  Any hours that don’t belong to a Billed billing record are calculated at the new rate. For more information, see Recalculate project finances.

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