Cost plan form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The cost plan form enables you to create a cost plan for a demand.

    Table 1. Cost plan section
    Field Description
    Name Name of the cost plan.
    Project/Demand Demand associated with the cost plan. This field is automatically set to the associated demand.
    Start fiscal period Starting fiscal period for the cost plan.

    When you change the start fiscal period, the associated cost breakdown values also change.
    End fiscal period Ending fiscal period for the cost plan.

    When you change the end fiscal period, the associated cost breakdown values also change.
    Table 2. Financials section
    Field Description
    Entered currency Currency to capture the unit cost value.
    Total planned cost Total planned cost value of the cost plan.
    • If the cost is recurring: Quantity × Unit cost × number of fiscal periods.
    • If the cost is non-recurring: Quantity × Unit cost.
    Unit cost Cost of single unit of the resource.
    Functional currency Currency used for managing the demand.
    Quantity Quantity of units of resources.
    Cost in functional currency Total planned cost for the demand in functional currency.

    The value in this field changes if the entered currency is different from the functional currency.
    Recurring Indicates whether the cost is recurring for each fiscal period.
    Total actual cost Total actual cost of the cost plan. Value rolled up from cost breakdown.
    Cost type Category of cost associated with the plan.
    Source Funding entity funds.

    The field is available when you select a value in the Source type field.

    Note:
    This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed.
    Investment Name of the investment created for the demand.
    Note:
    This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed.
    Source type Funding entity type from which you request fund such as Project, Demand, and Epic.
    Note:
    This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed.