How to Create Detailed Financial Plans › About Cost Plans › Display Capital and Operating Costs › Set the Cost Type for Specific Investment Tasks

Set the Cost Type for Specific Investment Tasks

Cost plans with information that is populated from task assignments can have some tasks with a cost type different from the default. You can indicate a cost type for a specific task that overrides the default cost type that is selected for the plan.

Example 1

The Cost Type attribute for an investment is set to Operating. However, there are some tasks or task hierarchies that require the Capital cost type. In this case, you select the Capital cost type for only those tasks. When you populate the cost plan from tasks assignments, the plan displays a breakdown of capital and operating costs by line item.

Example 2

The Cost Type attribute for an investment is set to Operating. The investment has a parent task with a cost type of Capital. The parent task has two children tasks: Task 1 has a cost type of Operating and Task 2 has no cost type selected.

In this case, Task 1 has Operating specified and Task 2 inherits the cost type Capital from its parent task. When a cost plan is created using New from Task Assignments, two rows get created, one for Operating costs and one for Capital costs.

Note: The Cost Type field does not display out-of-the-box for tasks. The system administrator must configure the Tasks view in in Studio to display the field.

Follow these steps:

1. Open Home, and from Portfolio Management, click the appropriate investment type.
2. Open the investment and click Tasks.
3. Open a task and select Capital or Operating from Cost Type.

   Note: A child task inherits the selected value, unless it has a different cost type selected.

4. Save your changes.
5. Repeat this procedure for each task that has a different cost type than the one selected for the investment.

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