Project Management costing add-on

The project management costing add-on connects the Project 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 project's affected CIs.
  • Rollups of actual task expenses to parent tasks and the project record.

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

Figure 1. Project and Cost applications

The following properties are available with this plugin:

Table 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 task’s expense lines and sets the total cost in the task’s work_cost field.
When creating a task expense line should the system also create expense lines for the task's 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 will update the cost of its parent. com.snc.project.rollup.cost Default: true

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

Table 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 task’s expense lines and sets the total cost in the task’s work_cost field.
Process Top Task Parent [fm_expense_line] Default: true