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When you auto-populate a cost plan from the investment team, the system uses the following values from the investment team members to populate the cost plan fields. If a value is not defined for a team member, either the corresponding value on the investment is used or the field is left blank.
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Value |
Primary Source |
Secondary Source |
|---|---|---|
|
Charge Code |
Investment |
None. If the value is undefined on the investment, the field is left blank. |
|
Input Type Code |
Resource |
None. If the value is undefined on the resource or if the team member is a role, the field is left blank. |
|
Department |
Resource |
Investment. If the value is undefined on the resource or if the team member is a role, the value from the investment is used. |
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Location |
Resource |
Investment. If the value is undefined on the resource or if the team member is a role, the value from the investment is used. |
|
Transaction Class |
Resource |
None. If the value is undefined on the resource or if the team member is a role, the field is left blank. |
|
Resource |
Investment team member |
None. If the investment team member is a role or if the value is undefined, the field is left blank. |
|
Resource Class |
Resource |
None. If the value is undefined on the resource or if the team member is a role, the field is left blank. |
|
Role |
Investment team member team role |
If the investment team member is a resource and has no team role, then the primary role of the resource is used. If the resource has no primary role, the field is left blank. |
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