Detailed Financial Planning › Cost Plans › How Cost Plans are Automatically Populated

How Cost Plans are Automatically Populated

When creating a cost plan, you can automatically populate the plan using values from the investment team (that is, resources or roles) or task assignments. You can also repopulate an existing cost plan.

Use the following information to set up and populate cost plans automatically from the investment team or task assignments:

• Set up cost plans for automatic population.
  1. Define the fiscal period type from the entity properties and the grouping attribute in the entity plan defaults.
  2. Define costs and rates in the cost/rate matrix.
  3. Financially enable the investment, associate a cost/rate matrix, and assign active roles or resources to project tasks.

     Note: For more information about enabling the financial attributes for investments, see the Project Management User Guide.

  4. Financially enable the resource or role. This action is recommended for more accurate cost projections.

     Note: For more information about enabling the financial attributes for resources and roles, see the Resource Management User Guide for more information.

  5. Define and activate grouping attribute values that you want to use in the cost plan.
• Populate the cost plan automatically
• Example: populating line item details from the investment team
• Rules and values used to automatically populate cost plans
  • Rules for automatically populating a cost plan
  • Investment team values used to auto-populate cost plans
  • Task assignment values used to auto-populate cost plans

More information:

Create Entities

Grouping of Cost Planning Data

By Example: Populating Line Item Details from Investment Team

Populate Cost Plans Automatically