Financial Planning › Cost Plans › Populate Cost Plans with Resource Data

Populate Cost Plans with Resource Data

Use this procedure to create a cost plan that uses current resource allocation or assignments for the investment or service. Before you can use this option, you must define or enable the following data:

• Staffing
• Financial properties to financially enable staff resources for transaction processing

  Note: See the Resource Management User Guide for more information.

• Charge codes for all tasks

Note: When you create a cost plan for an investment using its resource data, the plan uses the time duration specified for the investment’s team. The team's time duration is based on the start and finish date specified on the investment property page. The rates for the resources in the plan are picked based on the rate matrix defined for the investment.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

To populate a cost plan with resource data

1. Open the investment, and click the Financial Plans tab.

   The <Investment> Financial Plans: Cost Plans page appears.

2. Click New From Resource Plan.

   The Cost Plan page appears.

   If you have not set up staff for the investment or service on the Team tab, the New From Resource Plan button does not display.

3. Complete the following fields:

   Plan Name

   Defines the name for the cost plan.

   Plan ID

   Defines the unique ID for the cost plan.

   Period Type

   Defines the type of time period by which you want to design the plan. Select from : weekly, semi-monthly, monthly, quarterly, annually, and 13 periods per year. Plan data will display by the period type you select.

   Group By

   Determines whether you want to display data by transaction classes, roles, or charge codes. Two user-defined selections may also appear in the list. If these have not been defined by the financial manager, they appear as Utility Code 1 and Utility Code 2.

   Note: To group by roles, each staff member must be assigned to a primary or project role. Primary roles are assigned in the resource's profile. Project roles can be assigned on the <Investment> Team: Staff page.

   Note: See the Resource Management User Guide for more information.

   Sub-Group By

   Determines the data you want to appear under the Group By data in the plan. This selection appears as secondary line item information in the plan grid.

   Copy From

   Indicates which resource data you want included in the plan. Options: Allocations or Assignments

   Default: Allocations

4. Click Submit.
5. Edit the fields as necessary.

More information:

Edit Cost Plans