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.
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?