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Associate Transaction class with Cost Plan

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  • 1.  Associate Transaction class with Cost Plan

    Posted 05-04-2017 02:30 AM

    Hi, I've an investment where I have cost plan with various transaction class. 

    Example, for Investment I, there is a cost plan CP with 3 transaction classes A,B and C with respective costs against it X,Y and Z respectively.  My desired result is like 

     

    I   A   X

    I   B   Y

    I   C   Z

     

    But I get the result as I   A   X, I   A   Y, I   A   Z....till I   C   Y, I   C   Z  

     

    Could you please help me avoid this repetition? 

     

    Thanks in advance.



  • 2.  Re: Associate Transaction class with Cost Plan

    Posted 05-04-2017 02:53 AM

    Hi Monica,

    If I understand your requirement correctly, the system should be showing the way you are after and not I   A   X, I   A   Y, I   A   Z....till I   C   Y, I   C   Z... 

    In the CP, if you have only one grouping attribute which is transaction class and if you have added 3 transaction classes, then the line items will  be 3 and in some cases 4 (blank - if you are populating from team or task and if the resource does not have a transclass defined). 

    Can you please attach screenshots of your CP properties page and the details page.

     

    Thanks,

    Jerin   

     



  • 3.  Re: Associate Transaction class with Cost Plan

    Posted 05-04-2017 05:21 AM

    You can use the grouping attribute of the cost plan object. If I group my cost plan by Transaction class and Cost Type then Cost plan will look like this:

    T1 to T3 - Transaction Class

    C1 to C2 - Cost Type

    T1  C1   100

    T2  C2   200 

    T3  C2   300



  • 4.  Re: Associate Transaction class with Cost Plan

    Posted 05-04-2017 06:14 AM

    That was exactly what I was thinking too!

     

    Could you please help me on how to link cost plan with transaction class as I'm mussing over this join between cost plan and transaction class join that I couldn't locate the key! 



  • 5.  Re: Associate Transaction class with Cost Plan
    Best Answer

    Posted 05-04-2017 06:58 AM

    Check the below link. Hope it should help you.

     

    https://communities.ca.com/thread/241691193#241699943 .



  • 6.  Re: Associate Transaction class with Cost Plan

    Posted 05-08-2017 04:06 AM

    That helped! Thank you so much HCL-Gaurav.Gupta!