Financial Administration › Entities › Plan Defaults › Select Line Items for Plan Defaults

Select Line Items for Plan Defaults

Plan by groups enable you to categorize line items in a cost plan, such as first by charge code and then by role. Group by and sub-group by combinations are created for each group by and sub-group by item selected. These combinations build a line item hierarchy in the cost plan worksheet.

To select line items for plans

  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 edit.

    The Entity Properties page appears.

  3. Click the Plan Defaults tab.

    The Entity Plan Defaults: General page appears.

  4. Click Plan By Details on the content menu.

    The Entity Plan Default: Plan By Details page appears.

  5. Accept the default Group By and Sub-Group By values or select new values from the drop-down lists.

    If you accept the default Group By and Sub-Group By values from the Entity Plan Default: General page, the line items you select in the following steps appear as defaults in CA Clarity PPM. You can select more than one set of Group By and Sub-Group By values and define the line item selections for each of them. The line item values for an alternate set will be used in CA Clarity PPM if the Group By and Sub Group By values are selected on the Entity Plan Default: General page.

  6. Click Add to select line items for your selected primary group.

    The Add Plan By Details page appears.

  7. From the Group By section, do the following:
    1. Filter or browse for primary items.
    2. Select the check box next to each item you want to add to the plan as a primary line item.
    3. Click Add and Continue.
  8. From the Sub-Group By section, do the following:
    1. Filter or browse for secondary items.
    2. Select the check box next to each item you want to add to the plan as a secondary line item.
    3. Click Add.

    The Entity Plan Defaults: Plan By Details page appears showing a list of matched primary and secondary combinations. These combinations create the line item hierarchies in the plan worksheets managers in which you have entered plan data.