If you are interested in computing 'Planning' cost values grouped by Roles based on either a Location OBS Unit or a Department OBS Unit, it can be accomplished through the Project Team Member Properties.
Roles can have financial properties for Resource Classification and Transaction Classification, but does not have fields for Location OBS or Department OBS units because Roles are not allowed to book actual financial transactions. Therefore, for 'planning' purposes, you can still compute the planned costs based on an OBS Unit, and when actual transactions are booked, if the grouping combination is the same as the 'planned' grouping, you will see the actual costs on the same row. If the actual transaction does not have the same grouping combination of Role and OBS unit, the 'actual' data will appear on a different row in the cost plan.
In a previous article you learned about the Project 'Staff OBS Unit' field. This field can be used to identify a Financial OBS Unit on Roles where there is no named resource.
Steps to use Location OBS Unit:
Steps to use Department OBS Unit:
Experiment with booking 'actual' transactions that have matching grouping data values and non-matching grouping data values to see how the 'actual' data from WIP appears on the Cost plans.
Thanks for sharing this useful info, Kathryn
Thanks for the tip Kathryn!
Great info, thanks, Kathryn!