Where is the Operating Cost Fields for Portfolios and it's Plans pulled from?

book

Article ID: 129729

calendar_today

Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Where is the Operating Cost Fields for Portfolios and it's Plans pulled from in Clarity PPM?

Environment

Release: Version 15.9.1
Component: ODPFM

Resolution

The Capital and Operating Cost data at portfolio level or plan level is manually editable. 

  • Capital Cost - Specifies the capital cost that the portfolio is targeting to spend during the planning horizon. 
  • Operating Cost - Specifies the operating cost that the portfolio is targeting to spend during the planning horizon.

In other areas such as the Investments tab, this data gets pulled in from the respective investments from the Cost Plan. Anything entered with a cost type of Operating would show up as Operating Cost, and anything entered with Cost Type of Capital would be pulled into the Capital Cost Fields. If there are no Financial Plans in the respective investments, then the data gets pulled from the "Financial Summary" page. There are fields here corresponding to costs that can be manually edited. The "Financial Summary" page might have a different name in certain implementations due to configuration changes by administrators. In such cases look for the "Planned Cost" and "Budgeted Cost" fields.