Kathryn_Ellis

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

Discussion created by Kathryn_Ellis Employee on Jul 17, 2013
Latest reply on Apr 29, 2016 by Michael Thibault
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.

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