Clarity

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

    Broadcom Employee
    Posted Jul 30, 2013 06:49 PM
      |   view attached
    Investment Team Allocation Capitalization %
    If you want to perform cost planning utilizing the Capitalization % attribute it has to be added through Studio on the Team Object views.
    By default, Capitalization % equals zero because 'Operating' is the default for all investments.
    To edit this field, the end-user must have both the ability to edit the investment and to edit financial properties on the investment.
    The example below explains how the Capitalization % impacts the number of Total Units on a Cost Plan, populated by Investment Team (allocations) and groups the units into ‘Operating’ or ‘Capital’ Cost Type grouping.


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

    Posted Jul 31, 2013 01:34 AM
    Thanks for sharing this useful tip, Kathryn !!! :smile

    NJ


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

     
    Posted Jul 31, 2013 05:53 PM
    Thanks for the tip and series Kathryn! :grin:


    Kathryn_Ellis wrote:

    Investment Team Allocation Capitalization %
    If you want to perform cost planning utilizing the Capitalization % attribute it has to be added through Studio on the Team Object views.
    By default, Capitalization % equals zero because 'Operating' is the default for all investments.
    To edit this field, the end-user must have both the ability to edit the investment and to edit financial properties on the investment.
    The example below explains how the Capitalization % impacts the number of Total Units on a Cost Plan, populated by Investment Team (allocations) and groups the units into ‘Operating’ or ‘Capital’ Cost Type grouping.


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

    Posted Aug 07, 2013 07:55 AM
    Is the financial edit right that is required to edit the team member capitalization %, the same right that allows the user to edit the project financial properties?


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

    Broadcom Employee
    Posted Aug 13, 2013 04:53 PM

    janetulrich wrote:

    Is the financial edit right that is required to edit the team member capitalization %, the same right that allows the user to edit the project financial properties?
    Answer: Yes.