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CA PPM Tuesday Tip:Cost plan detail population and editing

  • 1.  CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Apr 07, 2015 05:35 PM

    Planned (editable) and unplanned (non-editable) line items that appear in the cost plan details are by design, as it depends on how the cost plan detail lines were populated.

     

    There are two methods to populate cost plan details. Depending on which method is selected, the detail population will produce distinct sets of rows in terms of planned and actual hours/cost.

     

    A1. Data displayed from Cost Plan "Populate from Team Allocation" method:

    This action generates planned,editable rows for the following attributes within the TSV:

    (planned) units = ALC (allocation)
    (planned) cost = PPA_MATRIX_VALUES.actualcost (rate) x (planned) units
    (planned) revenue = PPA_MATRIX_VALUES.rate (billing) x (planned) units

     

    A2. Data displayed from Cost Plan "Populate from Task Assignments" method:

    This action generates planned,editable rows for the following attributes within the TSV:

    (planned) units = sum of total ETC (estimates) +  total ACT (actuals)
    (planned) cost = PPA_MATRIX_VALUES.actual cost (rate) x (planned) units
    (planned) revenue = PPA_MATRIX_VALUES..rate (billing) x (planned) units

     

    B. Both population methods will show unplanned,uneditable units/costs from PPA_WIP.

    (actual) units = PPA_WIP.quantity
    (actual) cost = PPA_WIP_VALUES.totalcost
    (actual) revenue= PPA_WIP_VALUES.amount

     

    C. Both population methods will show the grouping attributes.

    The row with ‘actuals’ will only be editable if a matching grouping attribute value is found for generating ‘planned’ values.
    When the ‘actual’ transactions posted into WIP have different values for the attributes used in the Cost Plan Grouping Attribute properties, the plan will have ‘unplanned’ or ‘uneditable’ rows.  This means that it is a row showing ‘actuals’ but is not a row created by the ‘population’ of ‘planned’ data.  This is an automatic row that shows up because actual transactions exist with grouping values that do not match any of the ‘planned’ rows.

     

    NOTE: To enable these ‘actual’ rows for planning (editing), click the "Add" button on the Cost Plan Details page and pick the same values as the ones in the grouping attributes for the unplanned (actuals) row.

    Cost Plan Detail Population and Editing.jpeg



  • 2.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Apr 07, 2015 05:38 PM

    Thanks for the tip Tuan!

    TUAN TRAN wrote:

     

    Planned (editable) and unplanned (non-editable) line items that appear in the cost plan details are by design, as it depends on how the cost plan detail lines were populated.

     

    There are two methods to populate cost plan details. Depending on which method is selected, the detail population will produce distinct sets of rows in terms of planned and actual hours/cost.

     

    A1. Data displayed from Cost Plan "Populate from Team Allocation" method:

    This action generates planned,editable rows for the following attributes within the TSV:

    (planned) units = ALC (allocation)
    (planned) cost = PPA_MATRIX_VALUES.actualcost (rate) x (planned) units
    (planned) revenue = PPA_MATRIX_VALUES.rate (billing) x (planned) units

     

    A2. Data displayed from Cost Plan "Populate from Task Assignments" method:

    This action generates planned,editable rows for the following attributes within the TSV:

    (planned) units = sum of total ETC (estimates) +  total ACT (actuals)
    (planned) cost = PPA_MATRIX_VALUES.actual cost (rate) x (planned) units
    (planned) revenue = PPA_MATRIX_VALUES..rate (billing) x (planned) units

     

    B. Both population methods will show unplanned,uneditable units/costs from PPA_WIP.

    (actual) units = PPA_WIP.quantity
    (actual) cost = PPA_WIP_VALUES.totalcost
    (actual) revenue= PPA_WIP_VALUES.amount

     

    C. Both population methods will show the grouping attributes.

    The row with ‘actuals’ will only be editable if finds a matching grouping attribute value for generating ‘planned’ values.
    When the ‘actual’ transactions posted into WIP have different values for the attributes used in the Cost Plan Grouping Attribute properties, the plan will have ‘unplanned’ or ‘uneditable’ rows.  This means that it is a row showing ‘actuals’ but is not a row created by the ‘population’ of ‘planned’ data.  This is an automatic row that shows up because actual transactions exist with grouping values that do not match any of the ‘planned’ rows.

     

    NOTE: To enable these ‘actual’ rows for planning (editing), click the "Add" button on the Cost Plan Details page and pick the same values as the ones in the grouping attributes for the unplanned (actuals) row.

    Cost Plan Detail Population and Editing.jpeg



  • 3.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 07, 2015 11:48 AM

    Excellent work. i will definitely be reusing this!



  • 4.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Apr 08, 2015 01:35 AM

    Thanks for this wonderful explanation, Tuan

     

    NJ



  • 5.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 07, 2015 10:41 AM

    Hi Tuan,

     

    Very nice post, thank you. I'm just looking for some information about Populating Task/Team options in cost plan in Clarity handbooks but couldn't find anything!

     

    You saved me a lot of work but still have one question. For some reason, for some projects this "Populate from Task Assignments" function works and for some not.

    I'd like to know the conditions when it's calculated and when not. Do you know them? I've just created example project, everything is OK I think but when clicked on Populate function, nothing happens, or only remains 1 Transaction class:

     

    Cost plan before population, then click on Populate:

    cost plan1.JPG

     

    "Nothing" happened, only Operating cost type remained:

    Cost_plan-after-populated.JPG

     

    I've set allocation in ETC for one resource (Tried also others but without success):

    Task-assignment.JPG

     

    I've got also Matrix values for this resource:

    Matrix_value.JPG

     

    Thank you very much for your hints.

     

    Matej



  • 6.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted May 07, 2015 04:07 PM

    Hello Matej,

     

    When you Populate from Assignments it looks at the resources assigned to the task(s) and uses that information for the grouping.

     

    You are grouping by Cost Type and Transaction Class.

     

    In your first example you may have added additional Transaction Classes that are not associated with the Assignments.  Since Transaction Class is associated with the Resource and you appear to have only one resource I would assume the transaction class associated with that resource is External Labor.

     

    When you populated over the existing cost plan all the other lines for the additional transaction classes got removed.

     

    When you repopulated after adding ETC do you see cost for May?  If not, please add the Units attribute to your Time Scale View to see if the Units show as ETC.

     

    If they do and you still have no cost, perhaps the match isn't being picked up in the rate matrix.

     

    Let me know what you find.  If still no costs, you may need to open a case with support.

     

    Note:  If you do have actual transactions to another transaction class, that line will still show in the cost plan though the line will not be editable.

     

     

     

    Thank you,

     

    Liz Williamson



  • 7.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 08, 2015 02:37 AM

    Hi Liz,

     

    Thanks for your response. As I could understand there are no conditions fro this and it should work everytime.

     

    I've tried to add 2 more resources, assigned them to Capital task and added ETC but nothing happened.

    Only 2 other blank transaction classes appeared more:

     

    cost plan2.JPG

     

    So only opening case would help I guess. Thanks a lot

     

    Matej



  • 8.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 08, 2015 04:06 AM
      |   view attached

    Did a quick test, and attached are the results

     

    NJ

    Attachment(s)



  • 9.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 08, 2015 05:52 AM

    Hi Navzjoshi,

     

    Yes, this is like what it should work

    I'll raise a ticket regarding this. Thanks to all for your help.

     

    Matej



  • 10.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 08, 2015 06:34 AM

    Welcome

     

    Have a nice weekend

     

    NJ



  • 11.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted May 08, 2015 09:25 AM

    Hello Matej,

     

    Yes please open a case if you are not seeing the ETC units.

     

    If you change your view from Annual to Monthly Fiscal Periods does that help?

     

    Thank you,

     

    Liz Williamson



  • 12.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Sep 30, 2015 05:28 AM

    Hi All,

     

    After some time I'm here with my issue back again...

    Unfortunately opened case was not solved because even after some months we didn't find a root-cause...

     

    So now I'm investigating it on my own and have some findings but also questions.

    Could you please answer if somebody knows the answer? Thanks!

     

    Steps I've done so far:

    1.) Have found that data which are shown in Cost plan detail list (on Fin plans tab in Clarity) comes from fin_cost_plan_details table

    2.) Enabled SQL trace and set log to the highest level

    3) Found a piece of code where data are inserted into this table

    insert.JPG

     

    4.) When retrieved some important columns form this table, I've got nulls as expected:

    nulls.JPG

     

    Question: Could somebody explain me which table/source all these Nulls comes from? In SQL trace log we can see they are inserted to fin cost plan details table.

                    But from where they come from?  Is It possible to find it out? Many thanks for your hints!

     

    Matej



  • 13.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Sep 30, 2015 05:37 AM

    Have you run any of the below in your environment ?

     

    Import Financial Actuals job

    Post Transactions to Financial job

     

    NJ



  • 14.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Sep 30, 2015 05:41 AM

    Hi Navzjoshi,

     

    Those jobs has no effect on this issue. I have tried all jobs I could run in Clarity with no success.

     

    Matej



  • 15.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Sep 30, 2015 02:33 PM

    Hi Matej

     

    If you see NULL in these fields it means that the row on the plan does not have any Units and if there are no units, there are no computations for revenue or cost.

     

    Here is an example from my server:

    So if you are populating the plan from Task Assignments, this means that there are no ETC values for that row, if you are populating from Team, it means there are no Allocations for that row.



  • 16.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Oct 01, 2015 02:16 AM

    Hi Kathryn,

     

    Of course I have both (ETC and Allocation) for this project so that's not the case. As have mentioned before, sometimes it's working, sometimes not...

     

    Matej



  • 17.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Sep 30, 2015 09:44 AM

    matej,

     

    It would be interesting to see what the TRANSCLASS is on your query.

     

    The Total Cost should show the costs calculated from the rate matrix.  I am not sure why you are not getting any quantity/cost on your plan.

     

    Do you get any results if the resources have allocations and you populate from Team?

     

    I see that the resource name is quite long and has a couple of special characters I am not sure if that could cause an issue.

     

    You are not getting Error when populating that Rates cannot be found are you?

     

    If you are still having issues please open a new case and reply back here so I get notification.

     

    Thank you,

     

    Liz Williamson



  • 18.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Sep 30, 2015 10:03 AM

    Hi Liz

     

    Please find my answers below.

     

    It would be interesting to see what the TRANSCLASS is on your query.

    I'm using common Internal labour/External labour transclasses

     

    The Total Cost should show the costs calculated from the rate matrix.  I am not sure why you are not getting any quantity/cost on your plan.

    I think the same

     

    Do you get any results if the resources have allocations and you populate from Team?

    No

     

    I see that the resource name is quite long and has a couple of special characters I am not sure if that could cause an issue.

    It's not the case, I've used simple resources, also own matrixes, nothing helped

     

    You are not getting Error when populating that Rates cannot be found are you?

    No

     

    If you are still having issues please open a new case and reply back here so I get notification.

    I'll but don't think it helps.

     

    Thanks

     

    Matej



  • 19.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Sep 30, 2015 10:55 AM

    We can at least look at your trace.

     

     

     

     

     

    Liz Williamson

    Sr. Support Engineer

     

    CA Technologies | 5465 Legacy Drive Suite 700 | Plano, TX 75024-3106

    Office +1 888-5500-6458 | Liz.Williamson@ca.com<mailto:Liz.Williamson@ca.com>

     

    <http://www.ca.com/>        <https://www.facebook.com/CATechnologies>  <http://twitter.com/CAInc>  <http://www.linkedin.com/company/1372?goback=.cps_1244823420724_1>



  • 20.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Oct 01, 2015 02:19 AM

    Hi Liz,

    If you want to see my trace log, just write me.

     

    I've also opened a new case:

    00212635: Populate from Task/Team not wo

     

    My previous ticket regarding this topic:

    00090868: Cost plan Populate Task Assign

     

    Thanks

    Matej



  • 21.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted May 08, 2015 08:29 AM

    Is there any plan in the pipeline to add a line for planned Standard Costs?



  • 22.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted May 08, 2015 09:52 AM

    Hi Dale,

     

    There are no plans to add standard cost, as that is NOT used anywhere in CA PPM, however it can be used for reporting purposes.

     

    https://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec444494.aspx

    What is the difference between the use of 'Actual Cost' vs. 'Standard Cost'



  • 23.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Jun 16, 2015 04:17 PM

    Thanks for the discussion folks and this ca community. TuanTran did you mean standard cost is not used anywhere in CA PPM?

    It is only available for custom reporting.

     

    The link above was also unavailable, sorry to report. Is this better?

    http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec444494.aspx

     

    Thank you,
    Damon



  • 24.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Jun 16, 2015 04:28 PM

    Hi Damon,

     

    Yes, you are correct. I meant to state that "There are no plans to add standard cost, as that is not used anywhere in CA PPM, however it can be used for reporting purposes."



  • 25.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Posted Jun 21, 2015 01:42 PM

    Hi Tuan,

    From Rate Matrix configurtion, There is Standard Cost and Acutal Cost column.

    As your Tip stated that (planned) cost = PPA_MATRIX_VALUES.actualcost (rate). Does it mean value from Standard Cost ? Can we set 0 to actual cost ?

    Regards,

    Sununta



  • 26.  Re: CA PPM Tuesday Tip:Cost plan detail population and editing

    Broadcom Employee
    Posted Jun 22, 2015 01:46 PM

    Hi Sununta,

     

    ppa_matrixvalues.numval1 == rate
    ppa_matrixvalues.numval2 == standard rate (not used)

    ppa_matrixvalues.numval3 == actual cost rate

     

    The standard rate is not used anywhere in the PPM UI.

     

    If you set the ppa_matrixvalues.numval3 (which is the actual cost rate) to 0, you will get 0.00 actual cost.