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Why am I asked to assign resource class rate schedule in the planning options when it is not used

edited Oct 16, 2025 10:43PM in Project Management 2 comments

Summary:

Why does this error message asking me to “Assign a resource class rate schedule in the planning options for the version and refresh rates for the planning transactions.”, when the revenue recognition is calculated via a process configurator and is linked to the revenue plan (via a revenue method) in contract line and associated projects. See attached screen shots. We have no intention to use planning rate for budgets and forecasts in our financial plan types.

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