Cost Details Section of a Program Financial Summary

Any cost-related user data field that an administrator has optionally configured is displayed at the top of the Edit Costs page of the financial summary, above the Cost Details section. For information about these user data fields, see the Portfolio Management Configuration Guide.

The Cost Details section displays a table with the forecast and actual costs of the program, on a monthly, quarterly, or yearly basis. "Actuals" are actual costs over the same time range.

Note: If all monetary amounts in the table are to be multiplied by 1000, the title of the section is Cost Details (x $1,000).

Your administrator can enable separate tracking of capitalized costs and operating costs for the program or its contents. The cost details consist of cost lines that, by default, are specified by the following fields:

  • Type (Labor or Non-Labor)

  • Category, which can be the following:

    • Contractor or Employee, if Type is set to Labor

    • Hardware, Software, or Training, if Type is set to Non-Labor

    Note: An administrator can add new values for the cost Category by changing the following validations in the PPM Workbench:

    • CST - Budget Labor Category

    • CST - Budget Non-Labor Category

    For more information, see the Commands, Tokens, and Validations Guide and Reference.

  • User data fields that an administrator has optionally configured for cost lines, as described in the Portfolio Management Configuration Guide.

Depending on the types of costs that have been added and the View options you have selected (see Features of the Tables in a Program Financial Summary), the table in the Cost Details section can have one or two subtables, as follows:

  • If capitalized costs are tracked separately from operating costs for the program or its contents, the table has one or two subtables with the following highlighted headings for each Expense Type in use:

    • Capital Total and/or Operating Total, if you display totals only

    • Capital and/or Operating, if you display line details. Subordinate rows include the following:

      • Category and Type rows for each cost line

      • Rows for Capital Total and/or Operating Total

  • If capitalized costs are not tracked separately from operating costs, the table has one or two subtables with the following highlighted headings for each cost Type in use:

    • Non-Labor Total and/or Labor Total, if you display totals only

    • Non-Labor and/or Labor, if you display line details. Subordinate rows include the following:

      • Category rows for each cost line

      • Rows for Non-Labor Total and/or Labor Total

In all cases, the subtables are followed by the sum of their data in another subtable with the heading Month Total,Quarter Total,Year Total, or Overall, depending on whether you use the View options to view data by Months, Quarters, Years, or Totals respectively.

For information about configuring automatic calculation of forecasts, see Configuring a Program Financial Summary for Capitalization and Roll-Ups . Use of automatic calculations creates separate, non-editable forecast or actual cost lines (rows) in the Cost Details section of financial summaries.

The Cost Details section includes an Add Cost button if no forecasts or actuals have been specified so far, or an Edit Cost button if any forecasts or actuals have been specified. See Adding, Deleting, and Editing Cost Lines .