Populate Capital cost type on Cost Plan

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

When you populate a Cost plan from 'Investment Team' it always populates with a cost type of 'Operating' for roles or resources. The Cost Plan never gets populated with 'Capital' cost Type even if the Project is set to 'Capital' 

You have multiple cost type rows (both Capital and Operating) on a project. How do you set it up so that Population from 'Investment Team' also sets 'Capital' rows?

Expense role examples: 

• Professional services
• Software

Environment

Release : All Supported Releases

Component : CLARITY FINANCIAL MANAGEMENT

Resolution

For the roles to have capital, set the capitalization % on the team for these roles. 

Example: If you want them to be 100% capital, set the Capitalization % to 100%.

Additional Information

Reference KB: Known Clarity issues: Tips in using Self Service