Work Packages
The Cost Book is used to manage project costs at a detailed level, providing a view of SAP imported transaction data and allowing users to plan project cash out over time. It is currently managed according to the following nested hierarchical structure:
Level 1 = Group
Level 2 = Sub-Group
Level 3 = Account Code
Work Packages provide a means of grouping and viewing the existing data on the Cost Book outside of the existing hierarchical structure. This enables users to aggregate and present Cost Book data by Work Packages, tailored to each project.
Note: This functionality requires the Alternative Hierarchies permanent toggle to be enabled in an environment.
Add Cost Book Line Modal
This option requires the WP ID column to be switched on via the Administration | Financials | Codes | Cost Book Columns Admin configuration screen.
The Add Cost Book Line Modal includes a dropdown WP ID field that allows users to choose from a list of existing Work Package records when adding new Cost Book Lines to the Cost Book.
Selecting a Work Package from this dropdown list will link the Cost Book Line to the Work Package record selected upon clicking Save.
The grid on the Add Cost Book Line modal includes a WP ID column which displays the associated Work Package record for each Cost Book Line.
Budget/Estimate Upload
Note: This option requires the WP ID column to be switched on via the Administration | Financials | Codes | Cost Book Columns Admin configuration screen.
The Budget and Estimate Import also takes Work Packages into account. Users will see a WP ID column on the import file that can be populated with the Work Package a Cost Book Line should be associated with.
The column is a dropdown field that provides a list of existing Work Package records that can be selected from.
On import, links will be created between Cost Book Lines and valid Work Packages populated within this column.
The Budget and Estimate export files also include this column.
Addition of WP ID to Registers and Modals
The following modals display the WP ID for a Work Package linked to a Cost Book Line for informational purposes.
- Unallocated Purchase Orders Modal: The Cost Book Line details in the Assign To column are appended with the description of a linked Work Package record:
Reallocate Purchase Order/Direct Cost Modal: The Cost Book Line details in the Reallocate To column are appended with the description of a linked Work Package record:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article