Synchronize All Resource and Role Availability and Rates
When making changes to resource and role availability and rates at the root workspace level, you can push down those changes to all child workspaces and projects. Use the synchronization option in Application Settings to synchronize resource and role availability and rates within all workspaces and projects.
Note: You must be an application administrator or have the application administrator security privilege to edit the Application Settings and use the Synchronize Now option.
To synchronize all resource and role availability and rates:
- From the Main Menu, select Global Admin.
- Select Application Settings from the list.
- On the Application Settings page, in the Resource and Role Updates section, select Synchronize.
- On the Synchronize availability and rates? dialog box, select Synchronize Now. When Synchronize Now is selected all resource and role availability and rates will be updated based on the owning workspace. Synchronizing the availability and rates also updates all related workspaces and projects.
Tips
- You also have the option to synchronize resource and role availability by using the Synchronize Availability and Rates option from the Actions menu on the Role List or Resource List page.
Last Published Tuesday, November 19, 2024