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Project Connection Refresh

Refresh Project Connections is the action of refreshing all the project connections of a project or all projects.

Need to perform a project connection refresh run when the cost and hour and/or cost element values in the object are revised and not reflected on the Project Connection.

This action can be performed from the Refresh Project Connections page for all the projects in the company when the Projects slider switch in the Refresh All section is switched on. You can select the Objects slider switch in the Refresh All section, which would refresh all the object connections in the project. Note that if it is executed for all the projects, the operation will run as a background job.

The project connections refresh will be executed for the released activities whereas it will not be executed for the cancelled activities.

By default, project connections refresh will exclude activities in Completed/Closed state. If you select Completed slider switch, this function will be executed for the activities in Completed state and if you select Closed slider switch, this function will be executed for the activities in Closed state.

If this function is executed during an upgrade process or if the project has too many project connections, you can switch off the Gather Statistics slider switch to refresh the cost/revenue faster than usual for the selected projects. Turning off the Gather Statistics slider switch enables you to eliminate the statistics generation and update during the cost/revenue refresh. Then the count of available connections and updated connections will not be displayed.

Therefore, the milestones which are recommended to perform a project connection refresh are as follows;

  • When cost element setup changed.
  • During an upgrade when posting setup revised.
  • When cost/revenue element base changed.