Create cost plan form
Use this form to create cost plans for your planning items.
| Field | Description |
|---|---|
| Name | Name of the cost plan. |
| Entered currency | Currency to capture the unit cost value. |
| Unit cost | Planned cost for the cost plan. |
| Quantity | Quantity of cost plans. |
| Total planned cost | Total planned costs value of the cost plan. |
| Start fiscal period | Starting month in a fiscal period for the cost plan. |
| End fiscal period | Ending month in a fiscal period for the cost plan. |
| Cost distribution | Allocate planned cost by fiscal period or duration. Select a value from the list.
|
| Cost type | Cost type of the cost plan. Select a cost type form the list. Note: Based on the selected cost type, the Role and Product model fields appear. |
| Employee type | Read-only field.
|
| Role | Name of the role to expense the cost plan. |
| Product model | Available if the Cost type is Software, Hardware, or Other Capex or Opex. Select a model from the list to expense the cost plan. Model name of a hardware expenditure to expense the cost plan. |