Cost Type Groups MOD009BQD New from DB 39.5.0

Description for versions < S 39.5.0

Access path

• PM Administration Master Data Cost Master Data panel Cost Type Groups

Information

• Cost type groups are used to group cost types.
• In PLANTA project, budget, cost and effort planning, and evaluation are carried out in many user modules (e.g. in the Budget module) based on the cost type groups.

Details

• You can create as many cost type groups as required.
• Cost type groups can be created for costs and effort (arbitrary as well). Costs and effort are displayed in user modules, grouped by these two cost type group categories.
• The cost type groups are displayed in tabular form: 1 Cost type group = 1 line.
• Cost type groups can be activated and deactivated.

Create Cost Type Groups

Procedure

• If the module is empty (e.g. if PLANTA project has been installed without demo data),
  • click on the Insert button in the menu bar in order to insert the grouping record.
    • In PLANTA Standard, cost type groups are grouped by two cost type groups: Costs and Effort.
  • Select the required cost type group class from the listbox on the Cost type group class name field.
  • Right-click on the grouping record and select Insert Cost type group from the context menu.
  • Fill data fields (Cost type group name, Cost type group, Description etc.) .
  • Save.
• If cost type groups are already available in the module,
  • right-click on the grouping record or on an existing cost type group and select Insert Cost type group from the context menu.
  • Fill the fields as described above:
  • Save.

Details

• If new cost type groups have been created or existing ones have been changed, the Cost type groups adjustment button must be clicked on. As a result,
  • the cost type group attributes of all active cost type groups assigned to the projects and portfolios (more specifically the portfolio periods) are updated.
  • active cost type groups which have not been assigned to the projects or portfolios yet, are assigned.
    • Assignments to projects always contain the following levels:
      • Project: Cost type group = 1: N (previous project level)
      • Project/year: Cost type group = 1: N (previous yearly tranche level)
    • The assignments to the portfolios (more specifically the portfolio "periods") always contain the following level:
      • Portfolio/year: Cost type group = 1: N (portfolio periods)
  • the assignments of deactivated cost type groups is deleted.

Assign Cost Types to Cost Type Groups

For the procedure, see here.

Activate/Deactivate Cost Type Groups

Procedure

• A cost type group is activated by activating the checkbox of the Active parameter in the Cost Type Groups module.
  • Active cost type groups
    • can be assigned to any cost type.
    • are assigned to the projects.
• A cost type group is deactivated by deactivating the checkbox of the Active parameter Cost Type Groups module.
  • Deactivating a cost type group is only possible if it is not assigned to any cost type.
  • Deactivated cost type groups
    • cannot be assigned to any cost type.
    • are not displayed in the user modules (e.g. in the Budget module).
    • are not considered in the summarization of budget, cost and effort.
    • are marked optically in the master data maintenance (traffic light, gray symbol).
  • When deactivating a cost type group, the user is informed by a dialog message, that
    • this cost type group is not displayed any longer and
    • the entered budgets are not considered.

Note

• If a cost type group is to be deactivated, all assignments to cost types have to be removed first.

Delete Cost Type Groups

Note

• Deleting cost type groups is currently not possible.

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See also: Costs and Budget Planning