How to get "Capital expense" and "Operational expense" in Project Management.

masaya1
Mega Contributor

‎07-11-2017 01:26 AM

Can anyone help me to get "Capital expense" and "Operational expense" from Cost Plan in Project Management? In Demand Management, the OOB provide me "Capital expense" and "Operational expense" but I cannot find those field in Project Management. I need to consider multi currency of USD, JPN and EUR.

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Balaji39
ServiceNow Employee
ServiceNow Employee

‎07-11-2017 02:00 AM

Hi Masaya,



You can look for the cost plan breakdown with the below query to get the capex and opex cost respectively for any project.



breakdown_type=task^expense_type=capex^task=<sys_id_of_your_project>



breakdown_type=task^expense_type=opex^task=<sys_id_of_your_project>



When you create cost plan in different currencies, we normalize the value to the default ITFM currency (determined by property com.glide.financial_management.currency_code) and rollup the cost at the project. We use the budget reference rate (itfm_fx_rate) table to convert the value to the default ITFM currency. If a budget reference is not available for a given currency, we utilize the current exchange rate to convert them.



Hope that explains.



Thanks,


Balaji


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