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Grouping of Cost Planning Data

You can group cost planning data using different attributes or criteria to view a breakdown of the data for the given time periods. The structure of the cost plan line item details is based on these grouping attributes and the selected time periods.

The financial controller can set default grouping attributes globally when defining an entity. The project manager can change the default attributes when defining the initial cost plan scope at the investment level. Only the grouping attributes that you define in the initial scope are available for selection when adding line item details. You must select at least one value for each available grouping attribute or select the option to automatically populate the line item details. Individual line item detail rows are created for each unique combination of selected values for all available grouping attributes.

Note: When defining a cost plan, if you do not select a particular grouping attribute, it is hidden from the cost planning pages but is still available from the configuration pages. You do not need to configure the page to manually hide the attribute.

More information:

Example: Defining Line Item Details with Grouping Attribute Values