O1.4: Create/Update Cost Plan for Staffing

 

Description

Business Manager/Ops Support will capture all costs related to the labor side of a project, Business Managers or Ops Support will need to enter forecasted costs for travel, relocation, and consultant labor. If the staffing strategy is uncertain, forecasted costs can be represented as OE until the strategy is finalized.

Actuals will not settle to a detailed row on a cost plan. They will aggregate at the header row. Consult the “Detailed Transaction View” tab to view specific actuals.

 

Attention to the time scale you are looking at as you navigate between Clarity pages.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Update Cost Plan.

  1. Click on Project icon.

  2. Click to open project from the list.

 

  1. Click Financials tab.
  2. Select Cost Plans.
  3. Click on Project Cost Plan.

Change your Fiscal Period for easier navigation.

 

Use detailed rows to more specifically define forecasted costs.

 

 

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

  2. Select Create Details Row.

 

  1. Enter a Description.

  2. Click Create.

 

  1. Enter Forecasts (Appropriate period).