The Zurich release has arrived! Interested in new features and functionalities? Click here for more

How to get Planned Cost on Resource Plan, Cost Plan and Project Financials to match up?

rdskn023ET
Tera Contributor

‎07-06-2023 07:19 AM

Hi,

 

We have a different request we are looking to accomplish with the Total Planned Cost  values on the Resource Plan, Cost Plan and the Project Financials. Currently, if you create a resource plan with a Planned Cost for $100 and that resource plan gets over allocated to $150, the Total Planned Cost on the Cost Plan and the Project Financials will display $150. We are looking to have the Planned Cost fields all display the initial planned cost value of $100, as we want to use the planned values from the resource plan as our base for the project manager. Obviously, it will be their responsibility to handle any allocation that is over the planned cost and we are aware of that. I know the code will most likely be located in the ResoucePlan and CostPlan items, which I have been playing around with. Has anyone made a change to something like this or can offer any suggestions on what code would need to be added, removed or modified to accomplish this? Thanks!

0 Helpfuls
  • 1,665 Views
5 REPLIES 5

Community Alums
Not applicable
In response to rdskn023ET

‎07-06-2023 10:54 PM

Hi @rdskn023ET ,

 

I totally understood your requirement. For this, we have to modify OOTB functionalities.

Modifying the out-of-the-box (OOTB) functionalities of a system can have several side effects:

  1. Compatibility issues with future updates or upgrades.
  2. Ongoing maintenance challenges and resource investment.
  3. Limitations in accessing technical support.
  4. Increased system complexity for users and administrators.
  5. Complications during system upgrades or migrations.
  6. The field could become incompatible with other parts of the system, which could lead to errors or unexpected results.

It is better to go with an alternative solution. In your case, there is an alternative solution that you could consider, such as:

Creating a new field in the relevant table and placing it in the Cost Plan and Financials tab that specifically tracks the beginning Total Planned Cost(TPC). This would allow you to keep track of the original TPC, while still allowing the Total Planned Cost field to reflect the actual cost of the resources.

If this helped you in any way, please hit the like button/mark it helpful. So it will help others to get the correct solution.

 

regards,

Prasad