Enable demand currency view

Switch to the demand currency view to track the planned costs of a demand in the selected currency.

중요사항:

Demands are available in the Next Experience for Demand Management. For more information, see Next Experience for Demand Management.

The workspace provides additional value beyond the legacy experience, including Playbook, Docs, and the ability to define different governance processes using playbooks.

If you have Portfolio Planning Workspace or Strategic Planning Workspace, you can use the Next Experience for Demand Management to create and manage your demands.

• New customers: Use Next Experience for Demand Management to create and manage your demands.
• Existing customers: If you already have demands in the classic UI, you can continue using it. However, we recommend moving to the Next Experience for Demand Management, as your existing demands are automatically available there.

시작하기 전에

Activate the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin.

Role required: admin or it_demand_manager

이 태스크 정보

To manage your demands in a currency different than the functional currency, the demand currency fields are added in the following tables that have the cost details and financials tab:

표 1. Tables with demand currency fields

Table name	Description
Demand [dmn_demand] table	Track a demand in a different currency. Create a demand and select another currency by navigating to the Financial tab and selecting a currency in the Demand Currency field. To create a demand, see Create a demand.
Demand Task [dmn_demand_task] table	Demand tasks are used to delegate the cost, effort, risk, and benefit assessment activities. To create a demand task, see Create a demand task.
Cost Plans [cost_plan] table	Cost plans capture the costs of demands. To navigate to the Cost Plan form, see Create a demand cost plan.
Cost Plan Breakdown [cost_plan_breakdown] table	Cost plan breakdowns specify the estimated cost and actual cost at a granular level for a fiscal period. To navigate to the Cost Plan Breakdown form, see Create a demand cost plan.
Benefit Plan [benefit_plan] table	If you open the demand form in Demand Currency view, then by default the fields related to the demand currency appear in the Benefit Plans related list. To create a demand benefit plan, see Create a monetary benefit plan for a demand.
Benefit Plan Breakdowns [benefit_plan_breakdown] table	Benefit plans capture the potential benefits accrued by the demand when the demand is executed. To update a benefit plan breakdown, see Create a monetary benefit plan for a demand.
Expense Line [fm_expense_line] table	Expense lines are part of the demand cost plans and stores cost associated with a specific resource. To navigate to the Expense line form, see Create an expense line for a demand.
Project Funding [project_funding] table	Stores the demand target and budget expense values for both capital and operating expenses for a single fiscal period. To allocate the budget for a demand, see Allocate budget to a demand.

프로시저

1. Navigate to the respective form.
2. Right-click the context menu of the form.
3. Select View.
4. Select Demand Currency from the list.

다음에 수행할 작업

Refer to the form fields that are exclusive to the Demand Currency view that you have selected. All the other form tabs and fields remain the same both for the default view and the demand currency view. Continue to enter values in the fields as you would for the default view.

• Multicurrency fields in demand-related forms
  When you enable the Demand Currency view in a Demand, Cost Plan, and Cost Plan Breakdown forms, you can observe the multicurrency fields in the Financials section of the forms.
• Allocate demand budget in demand currency
  Set the capital expense (Capex) and operating expense (Opex) budgets in demand or functional currency according to the fiscal years. The sum of the Capex and Opex budgets is calculated as the total budget in demand currency.
• Cost plan updates and cost recalculation in demand currency
  Updating the unit cost, quantity, or fiscal period of a cost plan updates all the related amount fields in the cost plan and its breakdowns. Also, the amounts in the related fields of the demand, to which the cost plan is rolling up, are recalculated and reflected in the demand currency.
• Benefit plan updates and recalculation in demand currency
  Updating the entered currency, entered benefit, offset type, or the fiscal period of a benefit plan also updates all related amount fields in the benefit plan and its breakdowns. Also, the amounts in the related fields of the demand, to which the benefit plan is rolling up, are recalculated and reflected in demand currency.