Clarity

Expand all | Collapse all

Populate from Investment Team and Capitalization % in Staff Allocations

Jump to Best Answer
  • 1.  Populate from Investment Team and Capitalization % in Staff Allocations

    Posted 12 days ago

    Hi,

    We are trying to utilize cost rates and rate matrix in Clarity for project cost plans/forecasting. As part of this, we have loaded role and resource rates and testing to utilize 'Populate from Investment Team' functionality. To split the staff allocations as Capex/Opex, I have tried to utilise Capitalization %. However, this attribute is normalising the capital costs across the allocation period. The expectation here is to have a cost plan set up in the initial phase to be Opex billed and in later phases to be Capex billed.

    For eg.: If resource/role allocation is done in below manner in Team Detail page (in FTE):


    Cost Plan/Forecast should look like below:

    By using Capitalization % costs are spread across the allocation period and cost plan doesn't look like above when costs are populated from the Investment Team. 


    Is there any way to differentiate a staff allocation by Capex/Opex at allocation level? Ideally something similar to cost type at the task level.

    Regards,



    ------------------------------
    Praneeth Desur
    Clarity PPM Specialist
    Toyota Finance Australia
    ------------------------------


  • 2.  RE: Populate from Investment Team and Capitalization % in Staff Allocations
    Best Answer

    Posted 10 days ago
    Hello Praneeth,

    Hope you are doing well.

    Yes, the Capitalization % applies the capex/opex split across the total period of allocation for the resource/role row. I believe the intent of this functionality was to get to the total opex/capex when planning the project and then, as the project starts and task assignments are updated, the more precise split by fiscal period for capex/opex can be determined.
    Now, to address your specific requirement, the only supported way (that I can think of) would be to create multiple entries with different allocation timeframes for the same role to reflect the precise capex/opex splits. Please note that this approach will not work for named resources.

    Hope this helps.

    Thanks,
    Regards,

    Debroop


  • 3.  RE: Populate from Investment Team and Capitalization % in Staff Allocations

    Posted 10 days ago
    Hi Debroop,

    Thanks for your response. Hope you are doing well!

    I have tried creating multiple entries with different allocation timeframes(with capex/opex). But this works during the planning stage, however, once we identify the resources it doesn't work the same way as roles. As PMs are not using Clarity for schedules it is becoming tricky to get everything in place for this client. On the other note, I was wondering, why the design was different in Team/Staff detail vs Task level (to differentiate capex/opex). Anyways, thanks for your confirmation on this.


    Regards

    ------------------------------
    Praneeth Desur
    Clarity PPM Specialist
    Toyota Finance Australia
    ------------------------------



  • 4.  RE: Populate from Investment Team and Capitalization % in Staff Allocations

    Posted 10 days ago
    I am not sure if this is valid solution for you but you can also then update the cost plan details to add lines for capex/opex and move the costs to those.
    You would not be able to repopulate the plan, but when you replace the roles with resources, their costs may end up in the right place.

    As for why team works differently than tasks it may be because team level planning is at a higher level as Debroop mentioned, more used to get totals and not granular details.