We we use Department in the Rate Matrix, the cost plan is picking up costs associated with the Investment and not the resource.
The source location on the Entity page is pointing to the wrong place.
Release : All
Component : CLARITY FINANCIAL MANAGEMENT
If you would like Non-Labor Roles to populate with the Resource OBS Unit, please update the Entity Source Location.
1. Go to Administration>>Finance>>Setup
2. Click Entities
3. Select the Entity required
4. In Entity Properties, go to the section for the required Non-labor Role (ex - Expense Rate Defaults)
5. Click the drop-down on Source Location
6. Select Resource