B1.3: Create/Update Forecast for O/E and Staffing Cost Plan

 

 

Description

Responsible Individual will update the Resource Allocations to the Allocations Tab.  The Responsible Individual can also add any OE if needed to the Cost Plan.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Update Cost Plan.

  1. Click on Project icon.

  2. Select My Studio Capital Projects view.

  3. Click to open project from the list.

 

  1. Click Financials tab.

  2. Select Budget View.

  3. Click Cost Plans.
  4. Click Overall Cost Plan.

 

Change your Fiscal Period for easier navigation.

 

 

Step 3: Populate Labor Cost on Cost Plan.

  1. Change View to Cost Planing.

  2. Click the three vertical dots.

  3. Click Populate from Assignments.

 

Step 4: Adding OE.

  1. Click Financials tab.
  2. Change View to Cost Planing.

  3. Hover over the row with the expense type you want to add. Right Click.

  4. Select Create Details Row.

 

  1. Enter a Description.

  2. Click Create.

 

  1. Enter Forecasts (Appropriate period).

 

Step 5: Setting the Project to Ready For Review.

    1. Click on Properties tab.

    2. Click Status.

    3. Select Ready for Review.