Viewing Capital and Operating Expense Data in Projects

You can view the breakdown between capital and operating expenses for a project in the PPM Dashboard through the project's financial summary, the EV Summary section on the Project Overview page, or particular portlets and pages, or by running reports.

You can view the breakdown between capital and operating expenses for a task in the Task Details page.

The cost data displayed can come from one of the following sources:

  • The project financial summary

  • Cost data calculated from the work plan

Project Financial Summary and EV Summary Sections

The Project Cost section on a project's Project Overview page has a button to view the project financial summary. Depending on a project's financial summary settings, the financial summary can display cost data in Capital and Operating categories. Each category can then be broken down into Labor and Non-Labor. The financial summary includes forecast and actual costs.

A project's Project Overview page has an EV Summary section if at least one baseline of the project work plan has been taken. The EV Summary section displays earned value analysis data for the project.

The Project Overview page for a project can be accessed by searching for a project or drilling down from a portlet in Project Management.

Task Details Page

The top of the Task Details page indicates the task's Activity (see Figure 6-1. Top of Task Details page).

Figure 6-1. Top of Task Details page

The Cost tab of the Task Details page displays the task's cost data and breaks down the task cost into Labor and Non-Labor.

The Task Details page for any task can be accessed from the My Tasks portlet, by searching for a task, or by selecting the task on the project work plan and clicking the Task Details icon.