Background documentationProject Cost and Revenue Planning

 

When Project Issue and Change Management (CA-CPD-PCM) is integrated with Project Cost and Revenue Planning (CA-CPD-FP), you can assess the financial impact of changes in your project using cost estimation alternatives. For more information, see Creating Cost Estimation Alternatives.

Prerequisites

  • Project Issue and Change Management (CA-CPD-PCM) is integrated with Project Cost and Revenue Planning (CA-CPD-FP).

  • You have made the required settings in the Customizing for Project Cost and Revenue Planning.

Features

With the integration with Project Cost and Revenue Planning, the following features are available:

  • You can use cost estimation alternatives to plan the costs and revenues of change requests in the planning workbook of Project Cost and Revenue Planning.

  • The planning workbook allows you to evaluate multiple alternatives and take informed decisions related to the cost impact of the change.

  • You can use the following analytical reports to monitor and control the changes in the project:

    • Financial Analysis

    • Distribution Analysis

    • Detailed Analysis

    • Project Cost Item Details

    • Overall Project Cost and Revenue Situation

    Note Note

    The following conditions apply for these reports:

    • All change requests in a project must relate to the same plan version. If the estimation and cost planning is based on different structures, the planning of changes in a project is based on the structure that is used in the plan version relevant for change requests.

    • If there are multiple cost estimation alternatives of a change request, only one alternative is considered in reporting

    End of the note.

  • You can compare multiple cost estimation alternatives in the planning workbook. You can also copy or delete alternatives. When you copy an alternative, the planning line items are also copied.

Activities

  • You can only implement change requests that have approved cost estimation alternatives. For more information, see Approval Process.

    • When a cost estimation alternative is implemented as planned, the system triggers subsequent transactions such as the update of approved values to a Controlling (CO) version, or the update of line items of change requests into structural changes. These updates can either be triggered automatically or performed manually.

    • When a cost estimation alternative is only partially accepted, it must be adjusted (or a copy is adjusted) before the updates are triggered.

    • Note that approved alternatives cannot be deleted.