Financial Administration › Entities › Plan Defaults › Set Up or Edit Plan Defaults for Entities

Set Up or Edit Plan Defaults for Entities

Changes to plan defaults apply only to new cost plans, not existing ones. Once you have set up the entity's plan default, you can establish line items by setting up primary and secondary groups.

To set up an entity's plan default

  1. Select Setup from the Finance menu, and on the Financial Organizational Structure page, click Entities.

    The Entities page appears.

  2. Click the entity name to create or edit plan defaults.

    The Entity Properties page appears.

  3. Click the Plan Defaults tab.

    If you are setting plan defaults, the Entity Plan Defaults: General page appears.

  4. Enter or edit the following:
    Period Type

    Defines the type of period on which plans for this entity are based, such as monthly or quarterly. By default, the period type for activated fiscal time period is selected.

    Plan Start Period and Plan End Period

    Defines the default start and end time periods.

    Freeze Date

    Defines the freeze date. Edits cannot be made to a plan for time periods prior to the freeze date.

    Lock Plan Periods

    Specifies whether you want to prevent managers from overriding plan defaults when defining cost plans for investments and services.

    Default: Cleared

    Group By

    Defines the category from which you can select a cost plan's primary line items.

    Values: Transaction Classes, Charge Codes, Roles, and Utility Codes 1 and 2

    The two utility codes are available for additional customer-specific options. You must configure these options in Studio before you can use them.

    Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information.

    Sub-Group By

    Defines the entity default category from which you can select a cost plan's secondary line items.

  5. Click Save.

More information:

Select Line Items for Plan Defaults