Name |
Descriptive name of the cost plan. |
Project/Demand |
Project or demand to which the cost plan
belongs. |
Start fiscal period |
Indicates the starting fiscal period. When you
change the start fiscal period, the associated cost
plan breakdowns also change. Start fiscal period
also changes when you create cost plan breakdowns
earlier than the start fiscal period. |
End fiscal period |
Indicates the ending fiscal period. When you change
the end fiscal period, the associated cost plan
breakdowns also change. End fiscal period also
changes when you create cost plan breakdowns later
than the end fiscal period. |
Financials |
Entered currency |
Currency in which you want the cost plan to be
created. If the selected currency is different from
the functional currency, the corresponding budget reference rate is used to calculate
the total planned cost, planned capital, planned
operating of the project. |
Unit cost |
Cost of a single unit of the resource, which is in
terms of entered currency. |
Quantity |
Quantity of the resource that is required. |
Recurring |
Option to indicate that the cost is recurring for
each fiscal period. Quantity x
Unit cost incurred for
every fiscal period. |
Cost type |
Cost type definition. |
Investment |
Name of the investment created for the project.
This field appears only if Investment Funding for PPM is
activated.
|
Source type |
Funding entity to associated with the project
investment for funding.
This field appears only if Investment Funding for PPM is
activated.
|
Source |
Funding entity value from which you request fund.
The field is available when you select a value in the
Source type field.
This field appears only if Investment Funding for PPM is
activated.
|
Total planned cost |
Total estimated cost of the cost plan. If the cost
is recurring, the calculation is
Quantity x Unit
cost x number of fiscal
periods. If the cost is non-recurring,
the calculation is Quantity x
Unit cost. |
Functional currency |
Currency that is obtained from the glide.system.locale
property. For upgraded customers, if the
selected currency is different from the functional
currency configured in the Financial Management
application, the corresponding budget reference rate is used to calculate
the total planned cost, planned capital, planned
operating of the project. Note: If budget
reference rates are not defined, then exchange rate
is considered as 1. For example, if functional
currency is USD, entered cost is EUR, and no
exchange rate is defined, then 1000 USD equals to
1000 EUR. |
Cost in functional currency |
Value that is rolled up from the
Functional cost field of all
cost plan breakdowns. |
Total actual cost |
Value that is rolled up from the Actual
cost field of all cost plan
breakdowns. |
Estimate at Completion |
Sum of all actuals for past fiscal periods added to
the functional cost for future fiscal periods. For
example, the duration of a project is from January
01 to December 31, and if you check the Estimate at
Completion in the month of May, it is calculated as:
Sum of actuals from Jan to April + Sum of
functional cost from May to
December . |