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NickVa7
Level 9
July 7, 2020
Solved

Recalculate Finance en Masse

  • July 7, 2020
  • 2 replies
  • 661 views

Hi WF Community,

Does anyone know of a way to execute the Recalculate Finance function en masse for a large number of projects? I only see the option to do it on an individual project in the Project Actions section.

Thanks.

Nick

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    Best answer by NickVa7

    Found out how...

    1. Go to a list of projects.

    2. Select several projects in the list, then click Edit.

    3. Click Settings, then select Recalculate Costs And Revenues.

    4. Click Save Changes.

    Thanks, Jerin at WF Support for the assistance.

    2 replies

    N
    NickVa7AuthorAccepted solution
    Level 9
    July 7, 2020

    Found out how...

    1. Go to a list of projects.

    2. Select several projects in the list, then click Edit.

    3. Click Settings, then select Recalculate Costs And Revenues.

    4. Click Save Changes.

    Thanks, Jerin at WF Support for the assistance.

    JamesM-MERGE
    JamesM-MERGE
    Level 4
    May 18, 2023

    This is now found under the 3-dots menu at the top of the selections.

     

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    July 7, 2020

    Hi Nick,

    Our Recalc Helper can handle up to 50,000 Projects at a time to ensure the calculated expressions, project timelines, or project finances for all items matching a selected filter are kept up to date, right from within Workfront.

    Alternatively, if you select at least two Projects from a list, then click the Edit button, you can then scroll down, check off "Recalculate Costs And Revenues" and do so manually, 2000 max at a time.

    Regards

    Doug

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