Investment Team Values Used to Automatically Populate Cost Plans

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Investment Team Values Used to Automatically Populate Cost Plans

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.

Value	Team Member	Primary Source	Secondary Source
Charge Code	Resource or Role	Investment	None. The field is blank if the value is undefined on the investment.
Input Type Code	Resource	Resource	None. The field is blank if the value is undefined on the resource, or if the team member is a role.
Input Type Code	Role	N/A	The field is blank if the team member is a role.
Department	Resource	Resource	Investment
Department	Role	Staff OBS Unit	Investment
Location	Resource	Resource	Investment
Location	Role	Staff OBS Unit	Investment
Transaction Class	Resource	Resource	None. The field is blank if the value is undefined on the resource, if the resource or the resource financial properties are inactive.
Transaction Class	Role	Role^*	None. The field is blank if the value is undefined on the role, or if the role or the role financial properties are inactive.
Resource	Resource	Team Member	None
Resource	Role	NA	The field is blank if the team member is a role.
Resource Class	Resource	Resource	None. The field is blank if the value is undefined on the resource, if the value is inactive, or if the resource or resource financial properties are inactive.
Resource Class	Role	Role^*	None. The field is blank if the value is undefined on the role, if the value is inactive, or if the role or role financial properties are inactive.
Role	Resource	Team role	If there is no team role, the resource primary role is used. The field is blank if the resource has no primary role, or if the selected role is inactive.
Role	Role	Team role	If there is no team role, the team member (role) is used. The field is blank if the selected role is inactive.

*The role that is obtained for the Role attribute.

More information:

How Cost Plans are Automatically Populated

By Example: Populating Line Item Details from Investment Team

Populate Cost Plans Automatically