Clarity

  • 1.  Best Practices for Putting Non-Labor Resources and Costs on the WBS

    Posted Apr 17, 2015 10:15 AM

    Hi all.

      We're taking baby steps towards financials. I have a group with a business problem to solve to forecast non-labor costs on projects to be billed back. The PMs are comfortable adding labor resources to their WBS and ETCs - it is a simple leap to get them to non-labor resources and costs. I don't see this group financially enabling projects & creating and managing cost plans, etc. Non-labor costs on the WBS is probably good enough for me to provide the billing team the visibility they need without being too big a change for our organization.

    billing_test.jpg

     

      I'd like for us to implement this in a way that, in the future, when we do mature into creating cost plans the work we've done easily flows into the cost plans. I have some documents on putting costs on the WBS in v12.x, but I'm unsure if the new in 13.2 Cost Type functionality changes anything.

       - Are there any best practices for placing non-labor resources on the WBS in 13.2 & later?

       - Is anyone else tracking billable/charge back costs on their WBSes? If so, how?

       - We charge back at the close of the project. Is it as simple as creating a task with a fixed ID in the template (eg 'chargeback_expense') and set it's Cost Type to 'Capital'?

       - I imagine in a future state of tracking all costs, not all Capital costs are billable/charge back. Is anyone else tracking billable and non-billable expenses? If so, how?

     

    Thanks!



  • 2.  Re: Best Practices for Putting Non-Labor Resources and Costs on the WBS

    Posted Apr 20, 2015 06:22 AM

    Is your problem somewhat similar to this ?

    Cost in Financial plan for non labor resources

    https://communities.ca.com/message/105688430#105688430

     

    Also, I hit upon the below -

     

    Financial Transaction Adapter Considerations for PPM Implementations

    https://communities.ca.com/blogs/Clearly_Clarity/2015/01/16/financial-transaction-adapter-considerations-for-ppm-implementations

     

    NJ