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Form field information for Project Workspace › Project Workspace reference › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create cost plan form

Use this form to create cost plans for your planning items.

FieldDescription
NameName of the cost plan.
Entered currencyCurrency to capture the unit cost value.
Unit costPlanned cost for the cost plan.
QuantityQuantity of cost plans.
Total planned costTotal planned costs value of the cost plan.
Start fiscal periodStarting month in a fiscal period for the cost plan.
End fiscal periodEnding month in a fiscal period for the cost plan.
Cost distribution

Allocate planned cost by fiscal period or duration.Select a value from the list.

  • Split equally across fiscal periods - Distributes the cost equally among all the fiscal periods across the duration.
  • Recurring per fiscal period - Recurs the cost for each fiscal period across the duration.
Cost type

Cost type of the cost plan.Select a cost type form the list.

Note: Based on the selected cost type, the Role and Product model fields appear.

Employee typeRead-only field.- External if Cost type is External labor Capex or External labor Opex. - Internal if Cost type is Labor Capex or Labor Opex.
RoleName of the role to expense the cost plan.
Product modelAvailable if the Cost type is Software, Hardware, or Other Capex or Opex.Select a model from the list to expense the cost plan. Model name of a hardware expenditure to expense the cost plan.

Parent Topic:Form field information for Project Workspace