Hello CA PPM Community, Kathryn_Ellis.
I would like to see some discussion, documentation, best practice on Role-Based Cost Planning. I think it would be most beneficial to hear and learn how others set up their CA PPM environments for Role based planning. Specifically, I would like to understand the full picture and process flow. Starting with setting up the system for Role based planning.
CA PPM Set-up:
Roles and their properties - Do you financially enable the Role? Expense Type Role? Add any Supplemental information added such as Transaction Class or Resource Class? Best practice?
Rate Marix - basic setup, Do you use ETC's to forecast hours --> cost using Rate Marix, use Allocations? What is best practice?
Cost Plan - Do you create plan from Task Assignments or Investment Team? Which is best practice? Grouping Attributes?
Projects - do you use Tasks? set up tasks for Capital and Operating expenses, assign those expense Role(s) to the tasks? Add ETC's? Use Allocations? Best Practice?
Transaction Class - do these need to match the roles? ie. Contigency Role, CONTG transaciton class. Transaction Type? Expense or Labor, does it matter or is there a benefit to using material and equipment? Best practice?
Resource Classs - do these need to be Labor and Non-Labor, or EMP, CONT, NONEXP? What about the Resource Type? Just Expense and Labor, does it matter or is there a benefit to using material and equipment? Best practice?
What Reports or Portlets do you use for roll-up cost information?
Even a workflow would be a big help.