Kathryn_Ellis

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

Discussion created by Kathryn_Ellis Employee on Jul 30, 2013
Latest reply on Aug 13, 2013 by Kathryn_Ellis
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.

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