Access

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:
    • How deep is the cost recording supposed to go?
    • Are conversion factors to be assigned to the cost types as well? This may be reasonable if the evaluation of the work of the same resource is subject to different monetary levels depending on the todo item or on the invoicing modalities
      • Cost types without conversion factors serve to summarize costs to cost type groups (in this case, the costs are calculated directly on the conversion factors on the resources)
      • Cost types with conversion factor are considered in cost calculation.
        • If a conversion factor is entered on the resource as well, the factors have an additive effect.
  • 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 on resource assignment level (DT466) as well as on 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.
    • Exception: Revenues. Revenue cost types are not assigned to any cost type group because the data of the revenue resources (Resource type=8) is not summarized to the cost or effort cost type groups, but is treated as an individual group in the Budget module.

Procedure

  • Insert a blank record:
    • If no cost types exist, click on the Insert button in the menu bar.
    • If cost types exist, activate the required resource and click on the Insert button, or select the Insert → Cost type context menu command via right-click.
  • 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. The value 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.
    • During saving, it is checked whether the assignment equates to the selected cost type group type. If this is not the case, a message is displayed.

Details

  • Each cost type can optionally
    • be assigned to a cost cost type group,
    • and/or an effort cost type group,
    • or to no cost type group (e.g. in the case of revenues)
  • 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 refreshed.

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 more information on this subject, see the following section.
  • 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.

Note

  • If a capacity scheduling is carried out after the resource has been planned, the cost type of the resource assignment is copied to each single load record.
  • The cost type on load level (the cost type of the load records) is applicable to the summarization of costs and effort to the cost type groups and to their display in the Budget module.

Change Cost Type per Resource Assignment

Procedure

  • Open the Schedule module for the required project.
  • Display 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
    • rescheduled (by clicking on the calculation button in the toolbar).
      • As a result, the cost types
        • of the future remaining load records are overwritten.
        • of the existing actual load record are not overwritten.
        • of the load record created manually (for resources with MAN load profile) are not overwritten.

Note

  • 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 cost type on load level (the cost type of the load records) is applicable to the summarization of costs and effort to the cost type groups and to their display in the Budget module.
See also: Details on Cost and Budget Planning