Cost Factor Applications

Not all cost factors apply to all entities at all times. For example, a package workflow has nothing to do with logging time against a task or request, as it is relevant only when logging time against a package. Table 2-3. Cost factors and the entities to which they apply describes some important entities and the cost factors that apply to them.

Table 2-3. Cost factors and the entities to which they apply

Entity

Relevant Cost Factors

Forecast labor costs for unmet demand on the synchronized staffing profile

  • Region: Region of the staffing profile.

  • Project: If the staffing profile is for a project.

  • Resource Type: As defined on the staffing profile position.

  • Role: Role specified on the staffing profile position.

Forecast labor costs for allocated resources on the synchronized staffing profile

  • Region: Region of the resource.

  • Project: If the staffing profile is for a project.

  • Resource: Resource allocated to the position.

  • Resource Type: Resource type assigned to the task.

  • Role: Resource role when it is defined, otherwise, PPM uses the position role.

    However, when the parameter SP_RESOURCE_ROLE_RATE_ENABLE is set to false, PPM uses the position role.

  • Department: Department of the resource.

  • Org Unit: Primary organization unit to which the resource belongs.

Task planned cost

  • Region: Region of the resource for the assigned portion of the task, and the region of the project for the unassigned portion.

  • Project: Project being worked on.

  • Resource Type: For the assigned portion of the task, use the resource type of the resource.

  • Role: For the assigned portion of the task, use the role of the resource. For the unassigned portion, use the task role.

    Note: If , for the assigned portion of the task, the assigned resource does not have a role, PPM uses the task role by default.

    However, When the value of the parameter USE_ROLE_OF_TASK_FOR_WP_COSTS is true, PPM uses the task role when it is defined, otherwise, PPM uses the resource role.

  • Department: For the assigned portion of the task, use the department of the resource.

  • Resource: For the assigned portion of the task.

  • Org Unit: Primary organization unit to which the resource belongs.

Actual cost for tasks in work plans

  • Region: Region of the resource.

  • Project: Project being worked on.

  • Resource Type: Type of resource assigned to the task.

  • Resource: Resource assigned to the task.

  • Role: Resource role.

    However, when the value of the parameter USE_ROLE_OF_TASK_FOR_WP_COSTS is true, PPM uses the task role when it is defined, otherwise, PPM uses the resource role.

  • Department: Department of the resource.

  • Org Unit: Primary organization unit to which the resource belongs.

Projects, tasks, and summary tasks updated with time sheets

  • Region: Region of the resource.

  • Project: Project being worked on.

  • Resource Type: Type of resource assigned to the task.

  • Resource: Resource logging time.

  • Role: Role of the resource.

  • Department: Department of the resource logging time.

  • Org Unit: Primary organization unit to which the resource belongs.

Packages updated with time sheets

  • Region: Region of the resource.

  • Resource Type: Type of resource assigned to the task.

  • Resource: Resource logging time.

  • Role: Role of the resource.

  • Department: Department of the resource logging time.

  • Package Workflow: Package workflow for the package being worked on.

  • Org Unit: Primary organization unit to which the resource belongs.

Miscellaneous items updated with time sheets

  • Region: Region of the resource.

  • Resource Type: Type of resource assigned to the task.

  • Resource: Resource logging time.

  • Role: Role of the resource.

  • Department: Department of the resource logging time.

  • Misc Work Item Type: Type of miscellaneous work item being worked on.

  • Org Unit: Primary organization unit to which the resource belongs.

Requests updated with time sheets, including proposals and assets

  • Region: Region of the resource.

  • Request Type: Type of request being worked on.

  • Resource Type: Type of resource assigned to the task.

  • Resource: Resource logging time.

  • Role: Role of the resource.

  • Department: Department of the resource logging time.

  • Org Unit: Primary organization unit to which the resource belongs.

Certain combinations of factors are meaningless or redundant in PPM. These include the following:

  • Resource and Department

  • Resource and Role

  • Resource and Org Unit

  • Resource and Resource Type

  • Resource and Region

In cases where these combinations of cost factors are used, the system will indicate which cost factors are producing errors, and the rule in question will not be saved until the situation is corrected by changing the value for one or both cost factors to blank.