Task Assignment Values Used to Automatically Populate Cost Plans

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Task Assignment Values Used to Automatically Populate Cost Plans

When you automatically populate a cost plan from the task assignment, the product uses the following values from the task assignments to populate the cost plan fields. If a value is not defined for an assignment, either the corresponding value on the investment is used or the field is left blank.

Value	Task Assignment	Primary Source	Secondary Source
Charge Code	Resource or Role	Task	Investment. 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 inactive or undefined on the resource, or if the resource is a role.
Input Type Code	Role	N/A	None. The field is blank if the task assignee 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, or if the task assignment is a role.
Transaction Class	Role	Role^*
Resource	Resource	Task Assignee	None. The field is blank if the resource is inactive.
Resource	Role	N/A	If the task assignee is a role, then the field is blank.
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	Task role	Team role. If the team role is undefined, the resource primary role is used. The field is blank if the resource primary role is undefined, if the resource is inactive, or if the selected role is inactive.
Role		Task role	Team role. If the team role is undefined, 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

Populate Cost Plans Automatically

By Example: Populating Line Item Details from Investment Team