Create a demand cost plan

Demand cost plans capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period.

始める前に

Role required: it_demand_manager

このタスクについて

The application automatically creates cost plan breakdown records when you save the cost plan. The cost plan breakdowns are records that specify the estimated and actual costs and the budget at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The demand cost plans are added to the parent program and portfolio.

The cost plan breakdowns that specify the estimated cost and actual cost at a granular level for a fiscal period of the demand cost plan are recalculated in the project currency. Similarly, the estimated breakdown amounts of the planned benefit and actual benefit of the demand benefit plans are recalculated in the project currency. The project currency amounts are then rolled up to the cost plan, benefit plan, and the project records.

If you want to use multiple currencies, create a cost plan for another currency.

If you’re creating benefit plan for a demand with the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin activated and Demand Currency view enabled, the fields in the Financials section differ from the Default view. For more information about the fields that are available only in the Demand Currency view, see Multicurrency fields in demand-related forms.

手順

1. Navigate to All > Demand > Demands > All and open the required demand form.
2. In the related links, select Cost Plans.
3. To view the Financials Summary page in a grid, select Manage.
4. Add or edit a cost plan from the Cost Plans related list:
   • To add a cost plan, select New.
   • To update the details of an existing cost plan, select the record and then select Manage.
5. In the cost plan form, fill in the fields.

   For a description of the field names, see Cost plan form.

   注:

   When you change the planned start date of a demand, the associated cost plans and resource assignments also change. The project property Change Resource Plan and Cost Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date change.
6. Select Submit.

次のタスク

• On the Demand form, view the breakdowns by fiscal period in the Cost Breakdown related list.
• To recalculate the value in the Forecast field, use the Calculate Forecast Amount related link.