This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

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

Using autocost estimates

You can include autocost estimates in a change request.

To use autocost estimates

  1. Open the change request in the Change form.
  2. Perform one of the following actions:

    When using the Best Practice view

    When using the Classic view

    From the left navigation pane, choose Links > Financials.

    Click the Financials tab.

  3. In the Calculation Unit Type select Flat Rate, Hours, or Minutes.
  4. In the Budget Estimated Total Time enter the time based on unit type.
    Use this information to forecast the cost. For example, you budget that the change will take 2 hours to perform.
  5. In the Actual Total Time, enter the time according to the calculation unit type.
    Enter this information after the change is completed (for example, you budgeted two hours to do the change but it took three hours).
  6. Save the change request.
    If a matching cost rate is found, a cost is generated.
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