11.3 · Master Library

Syncing from Master

Syncing pulls the latest master values into a linked project resource or template. It's how you ride the organisation's rate updates without manual retyping.

Checking Sync Status

The Resources view shows each linked resource's LinkSyncStatus:

Status	Meaning	Recommended action
Synced	Up to date.	None.
UpdateAvailable	Master has newer data.	Run sync.
LocallyModified	You've edited locally; master unchanged.	Review and decide.
LocallyModifiedWithUpdate	Local edits and master update — conflict.	Reconcile manually.

Manual Sync (One Resource)

Right-click the linked resource.
Sync From Master.
Confirm.

Service: SyncFromMasterAsync(projectResourceId).

The local resource is overwritten with the master's values. LinkedMasterVersion becomes the new master version. HasLocalModifications = false.

Bulk Sync All

Resources → Sync All From Master:

Walks every linked project resource.
Syncs those in UpdateAvailable state.
Skips those in LocallyModified or LocallyModifiedWithUpdate to avoid surprises.
Returns a BulkSyncResult with per-resource outcomes.

Auto-Sync

If a linked resource's SyncBehavior = AutoSync, updates are applied automatically the next time you open the project. No prompt. Use this for rate-card resources you never customise per project.

Handling Conflicts

LocallyModifiedWithUpdate requires a choice:

Option	Effect
Keep Local	Discard master update; local stays. `LinkedMasterVersion` bumps so the "available" flag clears.
Overwrite from Master	Lose local changes; master wins.
Open Diff	Side-by-side comparison with per-field cherry-pick.

The diff view shows old-master / new-master / local values on the same row for every changed field.

Cascade After Sync

Sync triggers the same cascade as a manual rate change:

Updates the resource's DirectRate / SellRate.
Re-prices every item using it.
Re-runs markup and margin allocations.

The project's sell rates refresh end-to-end.

Sync Templates

Same mechanism via Templates → Sync From Master. Line items are replaced with the master's version. Embedded resources are re-imported if the master includes them.

Monitoring

Master Library → Statistics surfaces:

Total linked resources.
Number in UpdateAvailable state.
Number in LocallyModified state.
Number in conflict.

Check this periodically to keep your projects aligned with master.