Costing add-on in Project Management

The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.

This plugin enables the following project costing features:

• Estimate group resource costs during project planning.
• Tracking the actual cost of each user resource for a project.
• Track actual project task costs from time cards and other project expenses.
• Allocate project costs to the business.
• Represent project costs to the CIs that the project affects.
• Rollups of actual task expenses to parent tasks and the project record.

The Project and Cost applications work together as shown in the diagram:

図 : 1. Project and Cost applications

The following properties are available with this plugin:

表 : 1. Costing add-on properties

Description	Property Name	Notes
For planned tasks types, calculate the actual cost field using the total of expense lines for the task.	glide.cost_mgmt.calc_actual_cost	Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field.
When creating a task expense line should the system also create expense lines for the top task?	glide.cost_mgmt.process_task_top_task	Default: true
Enable project cost rollup (estimated and actual) - updating the cost of a project task updates the cost of its parent.	com.snc.project.rollup.cost	Default: true

The following business rules are added or modified with this plugin:

表 : 2. Costing add-on business rules

Name	Table	Description
Project Cost Rollup	Planned task [planned_task]	Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field.
Process Top Task Parent	[fm_expense_line]	Default: true

関連概念

• Create and manage waterfall projects

関連タスク

• Create a project task from a project
• Create a parent-child relationship on the Project Task form
• Create a monetary benefit plan for a project
• Create a non-monetary benefit plan for a project
• Associate monetary and non-monetary benefit plans
• Create a project cost plan
• Recalculating costs of all resource plans in a project
• Create an expense line
• Update a project
• Copy a project
• Assign a project schedule
• Create baseline of a project
• Create a milestone
• Activate project task email notifications
• Change the planned start date of a project
• Create a cost type definition
• Generate labor costs
• Create a project status report
• Allocate budget to a project
• Migrate budget of active projects to Next Experience
• Migrate financial baselines of projects to Next Experience