Updates all Costs fields on the Planning and Budgeting > Department records in the current filterset.
The Department record(s) in the current filterset must contain Working Days in order to run this Toolkit.
Note: This Toolkit function allows you to update the calculations on-demand; however, the Lucity Nightly Tasks function also runs these calculations each night.
Open the Planning and Budgeting > Departments module.
Open or create a filter of records for which you wish to update Costs.
The Department record(s) you identify must contain Working Days in order to run this toolkit.
Click the Toolkit ,then select Perform Cost Update | Current Filter. A prompt appears, asking you to confirm the number of records that will be affected.
Click OK. Lucity updates the Cost fields on the Department record(s) in the filterset.
Perform Cost Update | Selected Record(s)
Updates all Costs fields on the selected Planning and Budgeting > Department records.
The selected Department record(s) must contain Working Days in order to run this Toolkit.
Note: This Toolkit function allows you to update the calculations on-demand; however, the Lucity PM Service also runs these calculations each night.
Open the Planning and Budgeting > Departments module.
Select the Department record(s) that you want to update.
The Department record(s) you select must contain Working Days in order to run this toolkit.
Click the Toolkit ,then select Perform Cost Update | Selected Record(s). A pop-up appears asking you to confirm your plan to run the tool on the selected number of record(s).
Click OK. Lucity updates the Cost fields on the selected Department record(s).
Populate Classifications | Selected Record
Creates Availability records for Classifications of Employees and Equipment that have been identified as Resources on Planning Tasks assigned to the selected Department.
Note: The tool only adds Availability records for Classifications; it does not remove any records created previously.
Open the Work > Planning and Budgeting > Departments module.
Select the Department record for which you want to populate Classifications.
Click the Toolkit ,then select Populate Classifications | Selected Record. A pop-up appears that asks you to confirm that you want to run the tool on selected record.
Click OK. Lucity creates Availability records for Classifications of Employees and Equipment that have been added as Resources on Planning Tasks associated with this Department.
Note: The tool only adds Classifications; it does not remove previously added Classifications.
Open the new Availability record(s) to enter Available hours for the Classification(s).
Recalculate Fiscal Year Totals | Selected Record
Updates the selected Department's Fiscal Year Totals on-demand.
Note: This Toolkit function allows you to update the calculations on-demand; however, the Lucity Nightly Tasks function also runs these calculations each night.
Open the Planning and Budgeting > Departments module.
Select the Department record whose related Fiscal Year totals you wish to recalculate.
Click the Toolkit ,then select Recalculate Fiscal Year Totals | Selected Record. The system will ask you to confirm that you want to recalculate budget totals.
Click OK. The Budget fields for the selected Department record are now updated.
How to update Cost data on Deparment records in the current filter
, then select Perform Cost Update | Current Filter. A prompt appears, asking you to confirm the number of records that will be affected.