This documentation supports the 18.05 version of Change Management.

To view the latest version, select the version from the Product version menu.

Planning financial information for activities

Use the Financials tab to enter the budget and actual costs for the activity. This information is optional.

To plan financial activities for activities

  1. Open the activity.
  2. Click the Financials tab.

  3. In the Budget Cost area, click Add to include an estimated cost for the activity.
    This field is read-only. You typically enter this information at the Planning stage of a release.
  4. In the Costs dialog box, enter the relevant information in the following required fields:
    • Cost Center Code — Identifies the code name for the business unit or organization within the company that is charged for servicing the activity. The default cost center is the business unit to which release coordinator belongs, but you can modify this.
      When you select the cost center code, the Company and Cost Center Name fields show the values attached to the cost center code.
    • Cost Category — This field is automatically filled according to the application you are working in.
    • Related Cost — Enter the rate. You select the Currency from the list. Your administrator sets the available currencies.
  5. Save your changes in the Costs dialog box.
  6. On the Financials tab, click View to modify the budget costs.
    For information about using other fields on this dialog box, see Adding and viewing costs.
  7. In the Actual Cost area, click Add to include the final cost for the activity.
  8. Save the activity.
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