Cost plan breakdown form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Learn and update the enabled fields of cost plan breakdown form.

    표 1. Cost plan breakdown form
    Field Description
    Task Task to which the cost plan breakdown belongs.
    Portfolio Portfolio to which the cost plan breakdown belongs.
    Entered currency Currency specified in the cost plan.
    Exchange rate

    Rate in effect for the period corresponding to the cost plan breakdown. When the period corresponding to the cost plan break down has multiple rates, the rate in effect on the first date of that period is used.

    Exchange rate is used to convert entered cost into functional cost. It is obtained from the itfm_fx_rate [budget_reference_rates] table.
    Actual Actual cost generated from processed expense lines.
    Cost plan Cost plan to which the cost plan breakdown belongs.
    Fiscal period Fiscals generated at period level. For information on periods, see fiscal calendars.
    Entered cost Breakdown amount in entered currency.
    Functional cost Functional cost obtained by multiplying exchange rate with entered cost.
    Exchange rate date First date of the fiscal period corresponding to the cost plan breakdown.