Rules for Automatically Populating a Cost Plan

The following rules describe how cost plans are automatically populated:

The start and end periods are based on the fiscal period type of the associated entity and the start and end dates of the associated investment.
The grouping attributes are based on the default grouping attributes defined on the associated entity. If default grouping attributes are not defined on the entity, you can define these attributes in the cost plan.
The values for the grouping attributes are based on the investment team or task assignments.
The costs and revenues for the resources are based on the costs and rates defined in the financial cost/rate matrix that is associated with the investment. If cost/rate is not defined in the matrix for a cost plan time period, an error message appears.
The matrix is associated with the investment under the appropriate section. For example, for labor, associate the matrix under the Labor Transaction Rates section.
The work units are based on the sum of the work units of all roles or resources. The roles or resources come from either the investment team or task assignment with the same grouping attribute values as in the line item detail row.

The following rules describe how the line item detail rows are automatically populated:

When populating from the investment team, every team member is a candidate row. However, if two team members have the same grouping attribute values, one line item detail row is created to represent both team members. For example, if grouping is by Transaction Class and Department, and two team members have the same transaction class and department, the product creates one cost plan line item detail row. This row represents the sum value from both records because each detail row must contain a unique combination of grouping attribute values.
The product overwrites cost, revenue, and unit amounts on manually-created rows only if the row has grouping attributes that exist on the investment.