Clarity

Has anyone modified the cost plan to include a new totals row at the bottom for Estimate at Completion (EAC)? The EAC would include Actuals for completed months, and Forecast for current and future months. This way we would not have to rely on reports or other portlets to show a true forecast. We are on 15.2.

Thanks,

Rick Peterson

Rick,

In 15.3 and beyond when using the New UX you can actually see Forecast numbers on the cost plans.

Here is a link to the 15.3 OP documentation:

https://docops.ca.com/ca-ppm/15-3/en/using/getting-started-with-the-ca-ppm-new-user-experience/new-user-experience-manag… 

Here is some of the information:

Analyze Financial Plans

To view the financial status of projects, you can analyze financial plans. For example, you can compare actual costs with planned costs.

Follow these steps:

1. In the main menu, click Projects.

2. Open a project and click Financials.

   By default, the cost plan that is designated as the Plan of Record (POR) appears.

3. To view a list of other available plans, click Plan List. Click a plan or click Return to Plan Details.

    

4. In the VIEW menu, select one of the following views:
   • Planned: This view displays planned cost by time period.
   • Planned to Actuals: This view helps you compare the planned and actual costs. This view also provides REMAINING and % SPENT data. The application performs the following calculations:
     • Remaining Cost = Planned Cost − Actual Cost
     • % Spent Cost = (Actual/Planned) × 100
   • Planned to Forecast: This view helps you compare the planned and forecast costs. The Forecast cost is the total cost that will be incurred. The Forecast cost combines the Actual value from the past period with the planned cost for current and future time periods. The application performs the following calculations:
     
     • For past time period, Forecast = Actual
     • For current and future time periods, Forecast = Planned
     • Forecast (Calculated) = Actual + Forecast Remaining
     • Forecast Remaining = Actual Cost (posted through the last complete fiscal period) + Planned Cost (remaining in the cost plan of record after the last complete fiscal period)
       For example, the time period is set to monthly and the project as of date is 05/20/2018. The Forecast remaining is actual cost through 04/30/2018 plus planned cost in fiscal periods after the fiscal period ending 04/30/2018.
     • Variance = Planned − Forecast
     • % Variance = (Variance/Planned) × 100

Thanks Liz!