Detailed Financial Planning › Cost Plans › By Example: Defining Line Item Details with Grouping Attribute Values

By Example: Defining Line Item Details with Grouping Attribute Values

This example shows you how line item detail rows are created in a cost plan based on the values selected from the available grouping attributes.

1. Jim, the project manager for the ARP project at Forward, Inc. creates a cost plan and selects the following grouping attributes:
   • Location
   • Department
2. In the cost plan details, Jim selects the following values for each of the grouping attributes:
   • Location: Boston, MA and San Francisco, CA
   • Department: Software Development and Corporate IT

   The system creates line item detail rows based on each unique combination of selected location and department value.

   Jim can now define the unit and cost values for each time period and view a breakdown of the cost plan for each unique combination of department and location.

More information:

Grouping of Cost Planning Data