Financial Management

Release 13.2 Updates › Financial Management

Financial Management

Capital and Operating Expenses

You can show operating and capital costs separately on the simple budget page and in a detailed financial plan. You can enter the cost information in the following ways:

For a high-level estimate, enter the sums for these expenses directly on the investment budget page.
For a more detailed view of cost type information, set up an investment financial plan that collects operating and capital expenses. You can collect detailed cost information from tasks or team allocation.

The following table shows the changes for this new feature.

New Attributes Added	Page or Area	Object	Default Value	User Interface Behavior	XML Open Gateway	Security
Cost Type	Investment financial properties	projfinproperties npiofinancialproperties	Operating	The attribute is required on the investment financial properties page. In Release 13.2 the attribute is visible on the financial properties view even if the view is customized.	The attribute is not required in the XOG. It is added as part of the investment general properties.
Cost Type	Task	task	None	In Release 13.2, the attribute is not visible by default. It must be configured to display.	The attribute is added as part of task in the Investment XOG.	This attribute is editable only if financial access rights are granted. Although you can edit this attribute in Open Workbench and Microsoft Project, you must have financial access rights to save the edits to CA Clarity PPM.
Capitalization Percent	Team	team	None	The attribute is not visible by default. It must be configured to display.	The attribute is added as part of team in the Investment XOG.	This attribute is editable only if financial access rights are granted.
Planned Capital Cost Planned Operating Cost Budget Capital Cost Budget Operating Cost Planned Capital % Planned Operating % Budget Capital % Budget Operating %	Simple budget	financials	N/A	The attributes are not visible by default. They must be configured to display.	The following fields are not part of the XOG: Planned Capital % Planned Operating % Budget Capital % Budget Operating % The remaining fields will be added with investment general properties. The following existing fields become read only: Planned Cost Total Budget Cost Total

Update Investments Created Before Release 13.2 to Display Capital and Operating Expenses

After you upgrade to this release, you can update investments that were created before Release 13.2 to show capital and operating expenses. Updating your investments is optional and depends on your business needs. Update only if you want to display capital and operating expenses separately in financial plans.

The following jobs automate the task of adding the Capital and Operating cost type to investments:

Enable Capitalization: This job sets the Cost Type attribute to Operating or Capital on the investments, tasks, and transactions that you select for the update. You select and map investment charge codes to either Operating cost type or Capital cost type. When the job runs, the cost type that is mapped to the charge code is applied to the investment and its tasks and transactions. This job also updates the capitalization percent on the investment team records if you enter a Capitalization Percent value in the job parameters.
Copy Cost Type Plan of Record Charge Code with Cost Type: This job creates a copy of an investment plan of record and adds Cost Type to the list of existing grouping attributes. To make an investment eligible for this job, you are required to run the Enable Capitalization job successfully on the investment first.

If you do not run the jobs, you see the following results:

All existing investments have a cost type of Operating.
All records in the PPA_WIP table have a cost type of Operating.

Upgrade Action: (Optional) Run the jobs in the order that is listed to update investments that were created before Release 13.2.

If you are processing investments with large amounts of data, limit the number of investments for a job run. When all of your investments have been successfully processed to show capital and operating expenses, we recommend deactivating the jobs.

Note: For more information about the jobs, see the Administration Guide.

Mobile Time Manager

The CA Clarity Mobile Time Manager lets you submit timesheets and approve timesheets from a mobile smartphone. The Mobile Time Manager feature lets you:

Submit a timesheet
- Populate timesheet items from the previous timesheet period.
- Return a timesheet that was previously submitted.
Approve a timesheet
- Complete bulk timesheet approvals or returns.
- Send a reminder to resources who have not submitted their timesheets.
- Complete ad-hoc and action item timesheet approvals.

Upgrade Action: None.

Note:

To allow the workflow timesheet action item approvals from the Mobile Time Manager, update the workflow process definition to configure Approve and Return in the manual action item step.
A user requires the global access right Mobile - Access to view data from a CA Clarity PPM instance using the Mobile Time Manager.