Create Forecast from Actuals and Allocations – Oracle

Create Forecast from Actuals and Allocations - Oracle
A process creating a new Cost Plan.

Cost Plan properties:

Name Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes Charge Code, Transaction Type
Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type Monthly
Plan of Record True
Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS);

For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

  • the Project must be financially enabled.
  • if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
  • if the Allocation changes, allow the timeslice job to finish before running the process.
  • the Project should have the Charge Code set.

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RegoXchange Content ID: EX2082

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Allocations

Company: Rego Consulting

Version Support

Versions Supported: 15.x, 16.x

Special Instructions

Special Instructions:

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