2101155 - The Project Plan Values Report Does Not Display The Cost Rates According to the Service Valuation Master Data

You have created yearly cost rates for service XYZ.

You assign this service XYZ to project task ABC-XX with a start and end date within the time span of several years.

The Project Plan Values report (Report ID: FINCACU03_Q0001) only displays the cost rate which was valid on the start date of project task ABC-XX for each accounting period up until the end of the project task validity.

You expect that the report displays the different cost rates according to the cost rate intervals maintained in the valuation master data of service XYZ.

XYZ means the Service ID.

ABC-XX means the Project Task ID.

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To maintain different cost rates for a service

1. In the Product and Service Portfolio workcenter navigate to the Services view.
2. Find service XYZ and press Edit.
3. Press View All and then navigate to the Valuation tab.
4. Edit the cost rates according to your needs, for example, different cost rate intervals per year.

To maintain the start and end date of a service for a project task

1. In the Project Management workcenter navigate to the Projects - Projects view.
2. Find project ABC and press Edit - Project Plan.
3. Find project task ABC-XX and then navigate down to the Work subtab.
4. Press Add Row.
5. In the Service column, select service XYZ.
6. Enter dates into the Start Date and End Date column. The duration is more than one year.
7. Then maintain a value in the Planned Work column, for example, 2000 hours.

To check the Project Plan values Report

1. In the Project Management workcenter navigate to the Reports: List view.
2. Open the Project Plan Values Report.
3. In the View field, select Project Plan values - Details.
4. Enter the Project ID and Set of Books.
5. Press Go.
6. You might also want to filter for the respective service product to simplify the view.
7. From the Not Currently Shown section, pull Accounting Period/ Year up into the Rows.
8. You notice that the cost rate is the same for each accounting period.

You need to maintain a period plan according to the cost intervals of the service valuation data. If there is no period plan maintained then the system assumes that the cost rate that was valid at the start date of the project task is valid throughout the whole project task duration.

There are two ways for maintaining a period plan for a project task: You can either maintain the periods and planned work directly in the work tab of the project task. Or you use the Plan Period function:

To enter the periods in the work-view:

1. In the Project Management workcenter, navigate to the Projects - Projects view.
2. Find project ABC and press Edit - Project Plan.
3. Find project task ABC-XX and then navigate down to the Work subtab.
4. Press Add Row.
5. In the Service column, select service XYZ.
6. Enter dates into the Start Date and End Date column as per the first cost rate interval, for example, from 01.01.2014 to 31.12.2014.
7. In the Planned Work column maintained the scheduled work hours for this period.
8. Press Add row again, enter the same service XYZ as well as the start and end date of the next cost rate interval, for example, 01.01.2015 until 31.12.2015. Also enter the scheduled work hours in the Planned Work column.
9. Continue like this for the whole duration of the project task.

To enter the periods with the Plan Period function:

1. In the Project Management workcenter navigate to the Projects - Projects view.
2. Find project ABC and press Edit - Project Plan.
3. Find project task ABC-XX and then navigate down to the Work subtab.
4. Press Add Row.
5. In the Service column, select service XYZ.
6. Enter dates into the Start Date and End Date column. The duration is more than one year.
7. Then maintain a value in the Planned Work column, for example, 2000 hours.
8. Now press Plan Period.
9. In the pop-up window, you can either let the system automatically create a period plan via the Generate Period Plan button. Alternatively, you can create your own period plan manually.*

*The option via the Period Plan function can be a bit confusing: The Project Plan Values report lists in one hand the cost rate per planned period but, on the other hand, a second cost rate entry is shown, displaying the rate that is valid at the start day of the project task ABC-XX. Therefore the cleanest way here is to enter the period plan directly in the Work view of the project task.

Note - The same KBA is valid for Material Cost.

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