Cost Roll-Up to Project Financial Summaries

Planned and actual labor and non-labor costs can be rolled up to a project financial summary from the sources described in the following sections. For more information about each of these roll-up options, see Project Financial Summary Settings.

Roll-Up of Planned Labor Costs from Staffing Profiles

To automatically calculate planned labor costs from the staffing profile, select the Calculate the forecasted labor costs from the staffing profile checkbox in the Costs on the Financial Summary section of the Cost and Effort policy on the Project Settings page. A staffing profile must exist for this project in order for the calculations to occur. For more information, see Project Financial Summary Settings.

Roll-Up of Actual Labor and Non-Labor Costs

All tasks can be grouped according to the following categories:

  • Labor or Non-Labor

  • Capital or Operating (if capitalization tracking has been activated, as described in Enabling SOP 98-1 Tracking)

Cost lines in a financial summary are also grouped by these categories. Options in the Costs on the Financial Summary section in the Cost and Effort policy on the Project Settings page govern the following:

  • Whether actual labor costs are rolled up to the financial summary from the work plan and time sheets

  • Whether actual non-labor costs are rolled up from the work plan

For more information, see Project Financial Summary Settings.