This documentation supports the 23.3 version of BMC Helix Change Management.

To view an earlier version, select the version from the Product version menu.

Adding and modifying costs

In Mid Tier, the costs of the change request or release request including parts, labor, and other associated costs can be specified and assessed under Financials. The cost can be related to services or a configuration item (CI). The total of all allocated costs for a change request or a release request is automatically calculated when the request is closed.

You can calculate the financial effect in implementing a change request and the various kinds of costs. You can also associate costs with CIs.

Important

If you make a mistake when adding a cost entry, for example, if you charge too much for a service, you cannot delete the record. However, you can reverse the cost of the record by adding a new cost record, and then entering a negative value equal to the amount to negate. If you negate a cost, make sure that you document this in the Description field.


To add or view a cost to a change request

  1. Open the change request in the Change form.
  2. From the left navigation pane, select Links > Financials.

    Important

    The Financials option is not available when the change request is in New mode or in the Draft status.

  3. To view costs of a particular type, in the Show field select the type of cost to view.

    Important

    Initially the calculation of the total costs is displayed when no cost type is selected. After that you can view details of only a single Cost Type selected from the Show menu as the total cost of all cost types is not displayed.

  4. To add a new cost, click Add.
  5. In the Costs dialog box, enter the relevant information in the following fields:

    Field

    Description

    Company

    This field is automatically filled with the cost center specified in the Cost Center Code field. The Company field identifies the company charged for servicing the change request.

    Cost Center Code

    This field identifies the code name for the business unit or organization within the company that is charged for servicing the change request. The default cost center is the business unit to which the user logging the change request belongs, but you can modify this value.

    When you select the cost center code, the Company and Cost Center Name fields display the values attached to the cost center code.

    Cost Center Name

    This field is automatically filled with the name of the cost center specified in the Cost Center Code field.

    Cost Category

    This field is automatically filled according to the application you are working in.

    Cost Type

    In this field, enter the cost type. Options are Fixed, Labor, Other, or Parts. These values can differ depending on how your application administrator has configured cost categorizations and the chosen company.

    Cost Classification

    Enter the options, either Actual or Budget.

    Description

    Enter a cost description.

    Related Cost

    Enter the rate and select the Currency from the list. The administrator sets the available currencies.

    Related Units

    Enter how many units (for example, hours or minutes) were required to implement the change.

    Unit Type

    Select how to measure the cost. The options are Flat Rate, Hours, or Minutes.

    Date Incurred

    Enter the date on which the charge was incurred. If you leave this field blank, it is set to the current date when you save the cost.

  6. Click Save.
  7. Perform steps 4 through 6 for each cost associated with the change request. 
    The totals for budgeted and actual costs are displayed at the bottom of the table.


To modify a cost

When a change request has been resolved, you can calculate the cost involved in implementing it. If a change manager or task implementer has already added a cost calculation, you can view the calculation.

You can calculate the various kinds of costs, and you can associate costs with CIs. All the costs of a change request are totaled automatically.

  1. Open the change request from the Change form.
  2. From the left navigation pane, select Links > Financials.

  3. In the Show field, select the type of cost to view.
  4. From the table, select the cost to modify and then click View.
    The Costs dialog box contains information about the kind of cost. You cannot make changes in the Cost Category field.
  5. Change the Cost Center CodeCost TypeDescription, or other information as appropriate.

  6. Click Save.

Important

To delete a cost from a change request, select the cost, and then click Delete.

Was this page helpful? Yes No Submitting... Thank you

Comments