T1.3: Create/Update Forecast for O/E and Staffing Cost Plan

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.

 

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. Right Click.

  2. 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.