Cost Type Groups MOD009BQD

Access

• PM Administration → Master Data → Costs → 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 table 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 classes: 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, you have to click on the Cost type group adjustment button. 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)

    • 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 will be 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 projects.

• A cost type group is deactivated by deactivating the checkbox of the Active parameter in the 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

• The deletion of cost type groups is currently not possible.