Refresh Project Connections

Explanation

Once different types of objects are connected to a project there can be instances where the cost/revenue and hour values in the object are revised and these revisions may not be reflected on the project connection. Therefore the project connection should be refreshed:

• during an upgrade
• to correct old erroneous cost/ revenue values
• to correct old data that result from system errors.

This function can be performed for all the projects in the company when the All Projects checkbox is selected. You can also select the All Objects check box as well which would refresh all the object connections in all the projects. Note that if it is executed for all the projects the operation will run as a background job. 

If this function is executed during an upgrade process or if the project has too many project connections, you can select the Execute Connections without Details check box to  refresh the cost/revenue faster than usual for the selected projects. This enables you to eliminate the project connections without details and planning objects with manually entered cost elements (instead of inheriting them from the posting control setup. Eg: Activity Estimate, Activity Task, Document Package).

Prerequisites

• Project connected objects should exist.

System Effects

• The cost/revenue values in the selected project or projects will be refreshed.
• Total work days and actual start values will be recalculated.

Window

Project Connection Refresh Runs

Related Window Descriptions

Refresh Project Connections
Project Connection Refresh Details
Project Connection Refresh Runs

Procedure

1. Open the Project Connection Refresh Runs window and select the Refresh Project Connections option from the right mouse button menu. You can perform this from the Project Connection Refresh Details window which is accessed by the Details right mouse button menu option on the Project Connection Refresh Runs window as well.
2. Enter the required project ID or select from the List of Values.
3. Select the object that you want to refresh from the Object Type list. Alternatively, you can select the All Objects check box which will refresh all the connected objects that belong to the project.
4. Select the Exclude Connections without Details check box to refresh the project faster during an upgrading process or if the project has too many connections.
5. Click OK.