Populating Cost Plans from Investment Team

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Populating Cost Plans from Investment Team

When you auto-populate a cost plan from the investment team, the system uses the following values from the investment team members to populate the cost plan fields. If a value is not defined for a team member, either the corresponding value on the investment is used or the field is left blank.

Value	Team Member	Primary Source	Secondary Source
Charge Code	Resource or Role	Investment	None. The field is blank if the value is undefined on the investment.
Cost Type	Resource or Role	Investment	None
Input Type Code	Resource	Resource	None. The field is blank if the value is undefined on the resource, or if the team member is a role.
Input Type Code	Role	N/A	The field is blank if the team member 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.
Transaction Class	Role	Role^*	None. The field is blank if the value is undefined on the role.
Resource	Resource	Team Member	None
Resource	Role	NA	The field is blank if the team member is a role.
Resource Class	Resource	Resource	None. The field is blank if the value is undefined on the resource.
Resource Class	Role	Role^*	None. The field is blank if the value is undefined on the role.
Role	Resource	Team role	If there is no team role, the resource primary role is used. The field is blank if the resource has no primary role.
Role	Role	Team role	If there is no team role, the team member (role) is used.

*The role that is obtained for the Role attribute.

Example: Populating Line Item Details from Investment Team

This example shows you how a cost plan line item detail row is automatically populated with cost and revenue values from the investment team.

Jim, the project manager at Forward, Inc. creates a cost plan for the ARP project using the following information to define the scope of the plan:
- Monthly fiscal time periods from January 1 to March 31
- Grouping attributes: Resource, Role, Transaction Class
Jim selects the option to populate the cost plan line item details from the investment team.
Based on defined cost plan scope and the project team member values, the system internally identifies the following row as a candidate line item detail row:

Resource	Role	Transaction Class	Location	Department
Sam Ricci	Developer-1	Billable	Los Angeles	Development

The system passes the financial attributes values from the candidate row to the following cost/rate matrix that defines costs based on role and location values. Note that the system passes all financial attributes that are supported by the cost/rate matrix (not just grouping attribute values).

Role	Location	Cost
Developer-1	San Francisco	85
Developer-1	Los Angeles	83
Developer-2	San Francisco	75
Developer-2	Los Angeles	72

The system identifies "83" as the applicable cost after matching the role, location, transaction class, and other financial attribute values to the rows in the matrix.
Based on the cost and the candidate row identified earlier, the system creates the following line item detail row in the cost plan:

Resource	Role	Transaction Class	Jan 1 - Jan 31	Feb 1 - Feb 29	Mar 1 - Mar 31
Sam Ricci	Developer-1	Billable	83	83	83