TuanTran

CA PPM Tuesday Tip:Cost plan detail population and editing

Discussion created by TuanTran Employee on Apr 7, 2015
Latest reply on Oct 1, 2015 by matej256

Planned (editable) and unplanned (non-editable) line items that appear in the cost plan details are by design, as it depends on how the cost plan detail lines were populated.

 

There are two methods to populate cost plan details. Depending on which method is selected, the detail population will produce distinct sets of rows in terms of planned and actual hours/cost.

 

A1. Data displayed from Cost Plan "Populate from Team Allocation" method:

This action generates planned,editable rows for the following attributes within the TSV:

(planned) units = ALC (allocation)
(planned) cost = PPA_MATRIX_VALUES.actualcost (rate) x (planned) units
(planned) revenue = PPA_MATRIX_VALUES.rate (billing) x (planned) units

 

A2. Data displayed from Cost Plan "Populate from Task Assignments" method:

This action generates planned,editable rows for the following attributes within the TSV:

(planned) units = sum of total ETC (estimates) +  total ACT (actuals)
(planned) cost = PPA_MATRIX_VALUES.actual cost (rate) x (planned) units
(planned) revenue = PPA_MATRIX_VALUES..rate (billing) x (planned) units

 

B. Both population methods will show unplanned,uneditable units/costs from PPA_WIP.

(actual) units = PPA_WIP.quantity
(actual) cost = PPA_WIP_VALUES.totalcost
(actual) revenue= PPA_WIP_VALUES.amount

 

C. Both population methods will show the grouping attributes.

The row with ‘actuals’ will only be editable if a matching grouping attribute value is found for generating ‘planned’ values.
When the ‘actual’ transactions posted into WIP have different values for the attributes used in the Cost Plan Grouping Attribute properties, the plan will have ‘unplanned’ or ‘uneditable’ rows.  This means that it is a row showing ‘actuals’ but is not a row created by the ‘population’ of ‘planned’ data.  This is an automatic row that shows up because actual transactions exist with grouping values that do not match any of the ‘planned’ rows.

 

NOTE: To enable these ‘actual’ rows for planning (editing), click the "Add" button on the Cost Plan Details page and pick the same values as the ones in the grouping attributes for the unplanned (actuals) row.

Cost Plan Detail Population and Editing.jpeg

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