Modifying Cost Rule Values

To modify the rate for a cost rule:

  1. Log on to PPM.

  2. From the menu bar, select Search > Administrative > Cost Rules.

    The Search Cost Rules page opens.

  3. Provide search criteria into the desired fields and click Search.

    Note: The cost factors displayed here may differ from the cost factors that you have selected. See Modifying Cost Rule Values for more information.

    The Search Cost Rules page reloads, displaying the results of the search.

  4. Click the Edit button next to the rule you want to modify.

    The Edit Cost Rule page opens.

  5. Click the Edit Finish Date button next to the rate for the rule you want to modify.

    The Edit Rate dialog opens.

    Note: By default, only the Effective Finish field is editable if the effective finish date is later than the current day (today). If you do need to modify the currency, rate, and effective start date of the rule, and that you are fully aware of the impact to other time sheets that contain a time period that falls into the duration of the existing cost rule, you can still do so by clicking the Modify Existing Rates button available in the upper-right corner of the Edit Cost Rule page. See Unlock and Modify an Existing Rate.

  6. Change the value for the Effective Finish date of the rule.

  7. Click Done.

Unlock and Modify an Existing Rate

Note: Always be cautious when you decide to unlock and modify an existing rate.

  1. On the Edit Cost Rule page, click the Modify Existing Rates button in the upper-right corner.

    A warning message pops up.

  2. Click OK if you are sure you want to modify the existing cost rate. The Edit Finish Date button becomes the Edit button on the Edit Cost Rule page.

  3. Click Edit. The Edit Rate dialog opens, and all fields are editable.

  4. Change the values for the currency, rate, or effective date(s) of the rule.

  5. Click Done.