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Resource Cost Calculation for P6 LOE & WBS Summary Tasks

It was brought to my attention recently that when LOE and WBS Summary tasks have progress, then the resource units are updated but the resource costs are not.

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Understanding the “Recalculate Actual Units and Costs when duration % complete changes” Option

If you have the Recalculate Actual Units and Costs when duration % complete changes checked then the Remaining Units and Costs should be recalculated when a task is set as In Progress and the Remaining Duration is less than the Original Duration.

What I have found in Version 20, but other versions may calculate differently:

  • If a Task Dependent task is updated and set as In Progress, then both the Units and Costs are both updated as expected.
  • A LOE and WBS Summary task only has the units updated but not the costs. I think this is a bug, one of many but maybe there is something somewhere in the Help file, I have not checked.
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How do I make the LOE and WBS Summary Task calculate the Resource Actual and Remaining Costs

So, what is the solution, simple, select the menu item Tools, Recalculate Assignment Costs:

Before Updating

I have assigned one resource to the three tasks, a LOE, Task Dependent and WBS Summary.

After Updating

The Task Dependent task units and costs are updated as expected, but the WBS Summary and LOE tasks units are updated but the WBS Summary and LOE tasks costs are not updated.

To Recalculate the Resource Costs

Now select Tools, Recalculate Assignment Cost and the LOE and WBS Summary Costs are recalculated.

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Things to Remember!

Remember your activity Duration Type will affect your calculation of the Remaining Units and Costs.

If you have changed your resource rates then the new resource rate will be applied to the resource costs.

If you want to learn more about Planning and Control with Microsoft Project, please check out my online course here.

Paul Harris
Featured Uplyrn Expert
Paul Harris
Certified Cost Engineer, Certified PRINCE2™ Practitioner
Subjects of Expertise: Project Management
Featured Uplyrn Expert
Paul Harris
Certified Cost Engineer
Certified PRINCE2™ Practitioner

Subjects of Expertise

Project Management

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