Create a cost type definition

Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.

始める前に

Role required: it_pps_admin

手順

1. Navigate to All > Project Administration > Settings > Cost Type Definitions.
2. Select New and enter name.
3. Select an account from the General Ledger Account [itfm_gl_accounts] table.
4. Select Capex if a capital expense or Opex if an operating expense.
5. Select Submit.

関連概念

• Create and manage waterfall projects
• Costing add-on in Project Management

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
• 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