Cost plan, Cost breakdown, Expense line, Resource plan, Time card

[sreedharkaliset]

Hi,

Can anyone tell me the relation between the Cost plan, Cost breakdown, Expense line, Resource plan and Time card.

I could see that when I create a project/demand and associate a resource plan, cost plan got auto created with cost breakdowns. Once the resource plan is approved, I could see the expense line created and when the expense line is processed, actual cost on project/demand got populated based on the expense line.

Wanted to know the relation between the above mentioned entities with a project/demand/resource.

Thanks

[ITSMgal]

Hi Sreedhar,

Think of requirements rows as the lowest level instance of the breakdown.. its the details. These rows contain the cost type such as hardware or software.   The others are just rollups of the info in the requirement level breakdowns. There are 2 for each fiscal period for each record   - one for opex and one for capex. These are on the "Task" records.

So, if you wanted to create your own report and show the details of cost plan breakdowns, you would include the rows that are "requirements". If you wanted to show a summary at the project level of the data, you would use the appropriate 2 rows for capex and opex that relate to the TASK rows.

If you want to show capex and opex for a Program, use program rows and portfolio rows to show summaries for the portfolios.

[sreedharkaliset]

Thanks Emily. According to your reply, I understand that requirement breakdowns are not used in any rollups.

[danm2]

Hi Arun, Emily,

Can you expand on cost breakdown types? I am having difficulty finding documentation on the prod doc site.

I am trying to create a report which shows all demand cost for the upcoming fiscal year. Do portfolio and program expense type records aggregate the expense type "requirement" and thus would be double counted in a report which did not filter out filter types?

Also what is the difference between cost breakdown type requirement and task? Is task referencing project task or something else?

[arun_vydianatha]

There are four breakdown types

1. Requirement - when a cost plan is created - it will be split into cost plan breakdowns. These records will have breakdown type set as "requirement". These lines correspond to one cost plan

2. Task - we roll up the cost across all cost plans per period to the project/demand level. These records will have breakdown type set as "task". There will be only one record of type "task" per period. How many records of type "Task" gets created depends on duration of project/demand and requirements planned in the project/demand

3. Program - if project/demand are part of a program, then the requirement type of "Program" gives aggregate of program level costs per period

4. Portfolio - if project/demand are part of a portfolio, then the requirement type of "Portfolio" gives aggregate of portfolio level costs per period.

Hope this gives clarity.

[kellykaufmann]

anna.scheib is this content covered in the PPM training offered by ServiceNow?