Cost Types MOD009BQE

Access

• PM Administration → Master Data → Cost Master Data panel → Cost Types

Information

• In the current module you can define (create) and edit cost types.

• you can also define the cost type structure via Drag&Drop moving here.

Details

• Cost types are used to break down, summarize, and calculate costs.

• Cost types correspond to cost or activity types which are otherwise customary.

• Before creating the cost types, you have to make the following decisions:

• After cost types have been created, a cost type must be assigned to each resource as a default cost type.

• When planning resources in projects, the default cost type of the resource can be replaced by another cost type both at resource assignment level (DT466) as well as at load level (DT472).

Create Cost Types and Assign Cost Type Groups

Information

• In PLANTA project, costs and budget are planned and displayed in the Budget module in summarized cost type groups.

• For this reason you have to assign cost types to the cost type groups.

• Costs the cost types of which are not assigned to any cost type group are not displayed in the Budget module and are not considered in the planning.

Procedure

• Insert a blank record:

• Enter the cost type name in the Cost type name field and the cost center ID in the Cost type field.

• Fill the Cost type category field. What value is to be entered here depends on the cost type group to which the new cost type is to be assigned.

• Make the respective assignment in the right window depending on the Cost type category by making a selection in the Cost cost type group name and/or Effort cost type group name fields.

• Save.

Details

• Each cost type can optionally

• If the cost type group assignment is changed, click on the Summarize costs and effort button in order for the summarization of cost and effort data to cost type groups in the user modules (e.g. Budget module) to be updated.

Assign Default Cost Type to the Resource

Procedure

• Select the required resource in the Resource Data Sheet module (hereinafter referred to as resource X) and select the cost type in the Default cost type field.

• This cost type is automatically copied to the resource assignment record in the project during planning of resource X (when assigning resource X to the tasks). It can, however, be changed in the resource assignment record if necessary. For further information, see the following chapter.

• Save.

Details

• If the default cost type of resource X is changed in the Resource Data Sheet module, the new default cost type is used for all assignments of resource X that are created afterwards.

• The cost type in already existing assignments of resource X to tasks A, B, C however, is not changed automatically but further on equates to the default cost type applicable at the time of assignment of resource X to the tasks. It must be changed manually if required.

Notes

• If a schedule calculation is carried out after the resource has been planned, the cost type of the resource assignment is copied to each single load record.

• The summarization of costs and effort to the cost type groups and their display in the Budget module is based on the cost type at load level (the cost type of the load records).

Change Cost Type per Resource Assignment

Procedure

• Open the Schedule module for the required project.

• Unhide the Cost type field in the record of the required resource assignment (the field is hidden by default).

• Change the displayed cost type to the required cost type by making a selection in the listbox.

Details

• If the cost type on the resource assignment is changed, the schedule must be

Notes

• Due to the calculation behavior (see details), manual changes to the cost type on load records are only possible (and only reasonable) for actual loads and manually created loads.

• The summarization of costs and effort to the cost type groups and their display in the Budget module is based on the cost type at load level (the cost type of the load records).