Costing add-on in Project Management
The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.
This plugin enables the following project costing features:
- Estimate group resource costs during project planning.
- Tracking the actual cost of each user resource for a project.
- Track actual project task costs from time cards and other project expenses.
- Allocate project costs to the business.
- Represent project costs to the CIs that the project affects.
- Rollups of actual task expenses to parent tasks and the project record.
The Project and Cost applications work together as shown in the diagram:
screenshot for Project and Cost applications relationship
The following properties are available with this plugin:
| Description | Property Name | Notes |
|---|---|---|
| For planned tasks types, calculate the actual cost field using the total of expense lines for the task. | glide.cost_mgmt.calc_actual_cost | Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field. |
| When creating a task expense line should the system also create expense lines for the top task? | glide.cost_mgmt.process_task_top_task | Default: true |
| Enable project cost rollup (estimated and actual) - updating the cost of a project task updates the cost of its parent. | com.snc.project.rollup.cost | Default: true |
The following business rules are added or modified with this plugin:
| Name | Table | Description |
|---|---|---|
| Project Cost Rollup | Planned task [planned_task] | Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field. |
| Process Top Task Parent | [fm_expense_line] | Default: true |
Parent Topic:Starting a project
Related topics
Create a project task from a project
Create a parent-child relationship on the Project Task form
Create a monetary benefit plan for a project
Create a non-monetary benefit plan for a project
Associate monetary and non-monetary benefit plans
Recalculating costs of all resource plans in a project
Create and manage waterfall projects
Activate project task email notifications
Change the planned start date of a project
Create a project status report