The cost type can be changed both as default value in the master data of the resource (default cost type) as well as at resource assignment and load level of a project (cost type of the resource assignment and cost type of the load) at any time. However, the impact of the changes must be considered.

  1.  Resource assignment level of a project: If the cost type of a resource assignment is changed,
    1. the new cost type will furthermore be applied to all new load records.
    2. the new cost type will be applied to existing remaining loads in the next calculation of the project schedule.
    3. this does not affect existing actual loads since the old cost type is retained and must be adjusted manually if necessary.
  2. Load level of a project: If the cost type is only changed on individual remaining load records, it keeps taking effect as long as the project schedule is not newly calculated, otherwise it will be overwritten with the resource assignment cost type gain. If actual loads with the changed cost type are created by recording hours worked or if the cost type is changed on already existing actual loads, the changed cost type will still be retained after calculation of the project schedule and will not be overwritten by the resource assignment cost type.
  3. Default cost type of the resource When you change the default cost type of the resource in the Master Data, a query is displayed asking whether the cost type of this resource is to be changed in resource assignments which exist in projects. 
    • If you answer the query with Yes, the new cost type will be changed in all existing assignments of this resource in all projects concerned. Consequently, the specifications made under item 1 Resource assignment of a project apply. 
    • If the query is answered with No, the cost type of the existing resource assignment will not automatically be changed but the new value will be used as a default value for all assignments of this resource which are furthermore newly created.