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By Example: Populating Line Item Details from Investment Team

This example shows you how a cost plan line item detail row is automatically populated with cost and revenue values from the investment team.

• Jim, the project manager at Forward, Inc. creates a cost plan for the ARP project using the following information to define the scope of the plan:
  • Monthly fiscal time periods from January 1 to March 31
  • Grouping attributes: Resource, Role, Transaction Class
• Jim selects the option to populate the cost plan line item details from the investment team.
• Based on defined cost plan scope and the project team member values, the system internally identifies the following row as a candidate line item detail row:

• The system passes the financial attributes values from the candidate row to the following cost/rate matrix that defines costs based on role and location values. Note that the system passes all financial attributes that are supported by the cost/rate matrix (not just grouping attribute values).

• The system identifies "83" as the applicable cost after matching the role, location, transaction class, and other financial attribute values to the rows in the matrix.
• Based on the cost and the candidate row identified earlier, the system creates the following line item detail row in the cost plan:

More information:

Grouping of Cost Planning Data

How Cost Plans are Automatically Populated