PMO Accelerator Object Views › Cost and Benefit Plan › Cost and Benefit Plan List Views

Cost and Benefit Plan List Views

To view a list of cost or benefit plans:

1. Open Home.
2. From the menu, click an investment type, such as Projects.
3. Click the Financial Plans tab.
4. Select Cost Plans, Benefit Plans, or Budget Plans from the drop-down list.

   The List Column view appears by default. From this view, you can do the following:

   Benefit Plan

   • Link to the properties page for the benefit plan by clicking the Properties icon.
   • Link to the detail list page for the benefit plan by clicking the name of the benefit plan.
   • View the Plan Name, Period Type, Start Period, Finish Period, and Planned Benefit.

   Benefit Plan Details and Idea Benefit Plan Details

   • View the Benefit Class, Benefit Subclass, Description, Benefit Total, Realized Benefit, and Benefit Variance.
   • View a Time-Scaled Value displaying Benefit, Realized Benefit, and Benefit Variance for each plan detail entry, starting with the plan start period.

   Cost Plan

   • Link to the properties page for the cost plan by clicking the Properties icon.
   • Link to the detail list page for the cost plan by clicking the name of the cost plan.
   • Link to the properties page for the benefit plan by clicking the name of the benefit plan.
   • View the Plan Name, Set as Plan of Record, Plan of Record check box, Period Type, Start Period, Finish Period, Planned Cost, and Benefit Plan. The Plan of Record is highlighted in the list.

   Budget Plan

   • Link to the properties page for the budget plan by clicking the Properties icon.
   • Link to the detail list page for the budget plan by clicking the name of the budget plan.
   • Link to the properties page for the benefit plan by clicking the name of the benefit plan.
   • View the Budget Name, Current check box, Status, Revision, Period Type, Start Period, Finish Period, Budget Cost, and Benefit Plan. The Plan of Record is highlighted in the list.

   Cost and Budget Plan Details - Investment Currency View

   • View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
   • View the Cost Total, Actual Cost, and Cost Variance.
   • View a Time-Scaled Value displaying Cost, Actual Cost, and Cost Variance for each plan detail entry, starting with the plan start period.

   Cost and Budget Plan Details – Billing Currency View

   • View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
   • View the Units Total, Billing Cost Total, and Billing Revenue Total.
   • View a Time-Scaled Value displaying Units, Billing Cost, and Billing Revenue for each plan detail entry, starting with the plan start period.