Proposal Financial Summary Settings

To specify the financial summary settings for a proposal:

  1. Log on to PPM.

  2. Open the proposal.

  3. In the Business Case Details section of the proposal, click the link in the Financial Summary field to open the financial summary for the proposal.

  4. On the financial summary, click More > Financial Summary Settings.

  5. Specify the financial summary settings as needed, based on the following descriptions.

The proposal's financial summary settings are as follows:

  • The proposal is for a project that tracks capital costs. This option specifies whether the proposal is for a project that will track capitalized costs. If this option is not selected, an Expense Type (Operating or Capital) cannot be specified when adding a cost line to the proposal's financial summary—all expenses are operating expenses.

  • Calculate the forecasted labor costs from the staffing profile. This option specifies whether forecasted labor costs (for the proposed project) on the financial summary are to be calculated (rolled up) from the staffing profile. If this option is selected, separate, non-editable forecast lines are automatically created in the financial summary to reflect the staffing profile estimates. Forecasted labor costs for the proposed project are operating or capital costs, based on the staffing profile positions (including promised allocations) and on the The proposal is for a project that tracks capital costs option described in the previous bullet.

  • Calculate the actual labor costs from time logged against the proposal request. This option specifies whether actual labor costs on the financial summary are to be calculated (rolled up) from time logged on time sheets against the proposal request. If this option is selected, the financial summary operates as follows:

    • Separate, non-editable cost lines are automatically created in the financial summary to reflect the actual labor costs on the time sheets.

    • Actual labor costs are all rolled up to the financial summary as operating costs, not capitalized costs, regardless of how labor costs are categorized on the time sheets.

    • Actual labor costs are categorized in the financial summary according to the resource's Cost Category. If Cost Category is not specified, the cost line shows the actual labor costs as Unspecified.