How to Create Detailed Financial Plans › About Cost Plans › Display Capital and Operating Costs › (Optional) Manually Update the Financial Summary Page to Display Capital and Operating Costs

(Optional) Manually Update the Financial Summary Page to Display Capital and Operating Costs

To assist with high-level planning, you can manually add capital and operating amounts on the financial summary page. For example, you have a new project and must deliver high-level, planned cost estimates. You can enter estimates for operating and capital costs. Once you have created a cost plan of record (POR) or have an approved budget, these fields become read-only.

Follow these steps:

1. Open Home, and from Portfolio Management, click the appropriate investment type (for example, Projects).
2. Open the investment and click Properties to open the menu.
3. Click Budget.
4. In the Planned Cost section, enter values for the following fields:

   Note: If the POR does not use the Cost Type grouping attribute, the Planned Operating Cost field summarizes all costs as operating.

   Planned Capital Cost

   Specifies the amount of capital cost that is planned for the investment. If the plan has a cost POR, the values from the POR populate this field and it becomes read-only.

   Planned Capital %

   Specifies the percentage of total cost that comes from capital. This read-only field is automatically calculated based on the Planned Cost field value.

   Planned Operating Cost

   Specifies the amount of operating cost that is planned for the investment. If the plan has a cost POR, the values from the POR populate this field and it becomes read-only.

   Planned Operating %

   The percentage of total costs that comes from operating. This read-only field is automatically calculated based on the Planned Cost field value.

5. In the Budgeted Cost section, enter values for the following fields.

   Note: If Cost Type is not a grouping attribute, then all values are combined in the Budgeted Operating Cost field.

   Budgeted Capital Cost

   Specifies the amount of capital cost that is budgeted for the investment. This field is unavailable when:

   • A POR or approved budget exists. The value is populated from the approved budget. The field becomes read-only when a POR is created; however, if an approved budget does not exist, the budget fields are automatically populated with null cost values.
   • The Budget Equals Planned Values check box is selected and detailed financial plans do not exist.

   Budgeted Capital %

   Specifies the percentage of total budget costs that come from capital. This read-only field is calculated from the Budgeted Capital Cost field value.

   Budgeted Operating Cost

   Specifies the amount of operating cost that is budgeted for the investment. This field is unavailable when:

   • A POR or approved budget exists. The value is populated from the approved budget. The field becomes visible when a POR is created; however, if an approved budget does not exist, the budget fields are automatically populated with null cost values.
   • The Budget Equals Planned Values check box is selected and detailed financial plans do not exist.

   Budgeted Operating %

   Specifies the percentage of total budget costs that come from operating. This read-only field is calculated from the Budgeted Operating Cost field value.

6. Save your changes.

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