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CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

  • 1.  CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Broadcom Employee
    Posted Jul 17, 2013 02:00 AM
    This is the first part of a series of tips related to the new functionality in CA Clarity PPM v13.2

    There are two new attributes that are now used to classify planned costs on investments: 'Cost Type' and 'Capitalization %'.

    Think of 'Cost Type' as a classification noted at the investment level or the task level.
    The 'Cost Type' is a required attribute on the Project/Investment.
    Stock configuration for this attribute sets the default value to 'Operating' and the attribute is placed on the Financial properties page of the investment.
    The 'Cost Type' is an optional attribute on the Task level.
    If you want to use this attribute to differentiate cost types at the task level, use Studio to configure the Task Properties page.
    The only valid values are 'Operating' and 'Capital'. No other values are configurable on this lookup attribute; it is a system-restricted lookup.
    Upgrade impact: all existing projects are set with the default 'Operating' Cost Type value. If you want to split up the costs between Operating and Capital, there are steps that can be taken to map existing charge codes - Read more about this in the Change, Impact and Upgrade Guide.

    Think of the 'Capitalization %' as a classification noted on the Investment Team Staff Allocations.
    The 'Capitalization %' is an optional attribute and can be configured through Studio on the Team Object pages.

    To edit the 'Cost Type' and 'Capitalization %' values, the end-user needs to have 'financial' access rights.
    The attributes are not available on Timesheets or actual transactions.
    Cost Type is used in the new Portfolio Management functionality.


  • 2.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Jul 17, 2013 02:20 AM
    Thanks for sharing this useful bit, Kathryn !!! :smile

    NJ


  • 3.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

     
    Posted Jul 17, 2013 04:27 PM
    Sounds like a great series Kathryn! :grin:
    Chris

    Kathryn_Ellis wrote:

    This is the first part of a series of tips related to the new functionality in CA Clarity PPM v13.2

    There are two new attributes that are now used to classify planned costs on investments: 'Cost Type' and 'Capitalization %'.

    Think of 'Cost Type' as a classification noted at the investment level or the task level.
    The 'Cost Type' is a required attribute on the Project/Investment.
    Stock configuration for this attribute sets the default value to 'Operating' and the attribute is placed on the Financial properties page of the investment.
    The 'Cost Type' is an optional attribute on the Task level.
    If you want to use this attribute to differentiate cost types at the task level, use Studio to configure the Task Properties page.
    The only valid values are 'Operating' and 'Capital'. No other values are configurable on this lookup attribute; it is a system-restricted lookup.
    Upgrade impact: all existing projects are set with the default 'Operating' Cost Type value. If you want to split up the costs between Operating and Capital, there are steps that can be taken to map existing charge codes - Read more about this in the Change, Impact and Upgrade Guide.

    Think of the 'Capitalization %' as a classification noted on the Investment Team Staff Allocations.
    The 'Capitalization %' is an optional attribute and can be configured through Studio on the Team Object pages.

    To edit the 'Cost Type' and 'Capitalization %' values, the end-user needs to have 'financial' access rights.
    The attributes are not available on Timesheets or actual transactions.
    Cost Type is used in the new Portfolio Management functionality.


  • 4.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Jul 20, 2013 10:10 PM
    Hi Kathryn,

    Thank you for the information. Could you also convey if the "cost type" and "charge code" are related.

    Thanks and Regards,
    Rajini


  • 5.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Jul 21, 2013 06:09 PM
    Based on the presentations I've seen they are not related or connected or dependent though used for similar purposes.
    Charge code is something that a team member may choose for a time entry.
    Cost type is something you need rights in the project to change so a team member cannot decide for a timeentry what the cost type is.

    Martti K.


  • 6.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Jul 22, 2013 02:52 AM
      |   view attached
    Check the attached image :smile:

    NJ


  • 7.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Broadcom Employee
    Posted Jul 22, 2013 11:53 AM
    As noted by Martti, they are not related or dependant.
    On an upgraded system, during UAT, a customer can elect to execute a job that can 'map' a Charge Code value to either 'Operating' or 'Capital' Cost Type on an existing project.
    Check out the Change, Impact and Upgrade Guide for more details on these jobs. The are meant for one-time use on any project selected and should be configured for restricted access for a limited duration.


  • 8.  Re: RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Apr 22, 2016 04:47 PM

    cost type cannot be xogged in as part of transactions?

     

    Our XOG uses charge code to distinguish Cap vs Exp. And we xog in transaction as CAPITAL vs EXPENSE using chargecodes.

    We want to us eportfolio management and that mandates us move transition from charge code to cost types.

    How do I classify a transaction as Capital or Operating without the XOG supporting the cost type?



  • 9.  Re: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Apr 22, 2016 06:51 PM

    Suhas:

     

    First, as a point of reference, 14.4 has Cost Type as an attribute in the Transaction Entry and XOG.  That said, you need a solution for the version that you are on now.  Cost Type is an attribute on the Task, and by GAAP accounting standards, Capital and Expense are determined by the activity that they are related to in most projects.  So - if you set up your Tasks, or at least Phases with the correct Cost Type, and the transaction entry goes to a Task that has the correct Cost Type, then you will be able to associate the transaction to that Cost Type.  In other words, a transaction that has a Capital Charge Code should be coming in to a Task that has a Cost Type of Capital.  An Expense transaction will go to a different Task.

     

    John



  • 10.  Re: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Apr 22, 2016 09:58 PM

    Thanks John. You explained it really well.



  • 11.  RE: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Sep 26, 2013 10:44 AM
    Hi Kathryn,

    We dont realized or understanding how to use/populate this field at projet/investment level because our investments has Capital AND Operational expenditure.
    For us this field could be an optional attribute.

    Best Regards,

    Nei Villas Boas


  • 12.  Re: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Apr 25, 2016 03:09 PM

    I look forward to seeing the whole series. We have CA PPM setup here for both a CASH view and a P&L view, and deal with capitalization/amortization. So it will be interesting to see what you have written.



  • 13.  Re: CA Clarity Tuesday Tip: 13.2 Cost Type and Capitalization - Part 1 of 3

    Posted Apr 29, 2016 02:31 PM

    Oops. The articles are a bit older. I must have missed them. Catching up now.