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Planview Customer Success Center

Why is the rate 0 or incorrect for items that were copied into the budget?

A cost rate of 0 occurs when you select an option in the "Exchange rate date for budget items" field and there is no exchange rate defined for that date.

To copy the cost rates from task assignments:

  1. Change the "Exchange rate date for budget items" options to "Budget item date."
  2. Change the "Exchange rate date for actual values" to "Actual value date."
  3. Remove the assignments from Services tab, and add them again using the "Copy from - Task assignments" in the pop-up menu.

If you still do not see a cost rate, that means an exchange rate is not yet defined for the selected options. In that case, define an exchange rate and then populate the list again.