Cost Types MOD009AWF Up to DB 39.5.0

Access path

• PM Administration Master Data Cost Master Data Cost Types

Information

• Cost types are used to break down, summarize, and calculate costs. You can define a structure for cost types.
• Cost types correspond to cost or activity types which are otherwise customary.
• By specifying a parent (higher level) cost type, the structure can be defined for a summarized representation of costs.
• Before creating the cost types, you have to make the following decisions:
  • How deep is the cost recording supposed to go?
  • Are conversion factors to be assigned to the cost types as well?
    • Cost types that have no conversion factor are used exclusively for summarizing costs.
    • Cost types with conversion factor take effect upon cost calculation.
      • The P/A/R loads are multiplied by the conversion factor. If a conversion factor has been entered on the resource as well, the factors have an additive effect.
• A cost type can be specified for the resource assignment and in each individual load record.
• Cost types can be grouped (cost type groups). In user modules, costs and effort (e.g. the Budget module) are displayed summarized to the cost type groups.

Create Cost Types

Procedure

• Insert a blank record:
  • If no cost types are available, click on the Insert button.
  • If some cost types already exist, activate the required cost type and click on the Insert button or right.click to select the Insert Cost type context menu command.
• Allocate the cost type in the Cost type field.
• Enter the name in the Cost type name field.
• Fill further data fields.
• Save.

Note

• When selecting revenue cost types, no cost type group is assigned in the Cost type group name because
  • all resource type data is summarized in column 0-4 (cost type group column).
  • the revenue resource data (resource type = 8) is not summarized in this group, but treated as an independent one.
  • in the Column field, the value 0 is automatically entered so that revenue resource data can be summarized in this independent group.

Assign Cost Type To The Resource

Procedure

• In the Resource Data Sheet module, select the required resource and in the Default cost type field select the cost type which will be automatically applied when the resource is planned.
• Save.

Change Cost Type per Load Record

Procedure

• Upon resource assignment, the default cost type can be changed for each separate load record:
  • Open the Schedule module with the Base variant for the respective project.
  • Select the resource to which a cost type is to be assigned.
  • Display the Cost type field in the load record (expand the tree structure of the resource) and select the required cost type from the listbox.
  • Save and recalculate the schedule by clicking on the calculation button in the toolbar.

Notes

• Cost types of existing load records are not overwritten in recalculation.
• If the cost type on the resource assignment is changed, the schedule must be
  • unloaded (by selecting the respective menu item in the Edit menu and subsequently
  • rescheduled (by clicking on the calculation button in the toolbar).