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

How Cost Plans are Automatically Populated

Complete the following tasks to set up cost plans to populate automatically:

1. Define plan defaults in the entity for fiscal time period type and grouping attributes.
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.

More information:

Populate Cost Plans Automatically

Grouping of Cost Planning Data