How to Create Detailed Financial Plans › About Cost Plans › Display Capital and Operating Costs › Set the Capitalization Percentage for Investment Team Allocations

Set the Capitalization Percentage for Investment Team Allocations

To show capital costs by team allocation, specify the capitalization percentage value for team members. For example, you have a team of six people who are assigned to a project. You can specify a capitalization percentage for each team member. Each member can have a different percentage. The cost plan displays the capital and operating costs for team members for whom you set a capitalization percentage.

Follow these steps:

1. Open Home, and from Portfolio Management, click the appropriate investment type.
2. Open the investment and click Teams.
3. Click Teams to open the menu, then click Staff.
4. Click the properties icon next to a team member name.
5. Enter a value in the Capitalization % field.

   The value is used to calculate the percentage of operating cost and capital cost for the employee allocation.

   Note: The Capitalization field does not display out-of-the-box for teams. The system administrator must configure the Teams view in in Studio to display the field.

6. Click Save and Return.
7. Repeat this procedure for each team member for whom you want to display both capital and operating cost percentages.

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