Cost

UPM-X provides an easy and powerful way to manage and track cost information over time.

Cost Section

The cost section provides a quick overview of the cost related information—including calculated properties and cost reports.

A – Calculated Cost fields. Following cost fields are available:

  • OPEX Total—Sum of the total OPEX actual cost
  • OPEX Baseline—Sum of the total OPEX baseline cost
  • OPEX Planned—Sum of the total OPEX planned cost
  • OPEX Current—Sum of the current years OPEX actual cost
  • OPEX per User—OPEX Current / #User (#User defined as a KPI)
  • CAPEX Total—Sum of the total CAPEX actual cost
  • CAPEX Baseline—Sum of the total CAPEX baseline cost
  • CAPEX Planned—Sum of the total CAPEX planned cost
  • CAPEX Current—Sum of the current years CAPEX actual cost

B – Cost Overview chart with active filters.

cost_section

Cost Tab

By default, following Portfolio Elements have a cost tab:

  • Business Applications
  • Hardware Products
  • Projects
  • Software Products
    On demand, the cost tab can be made visible for other Portfolio Elements, too.

A – New button will open the Cost Editor Form to create a new cost and cost breakdowns. Alternatively, open the Portfolio Features -> Cost table from the Application Menu.

B – Showing the available cost information. NOTE: This list does not reflect the cost sum or totals, or cost breakdowns. Based on the time unit, multiple cost breakdowns will be created.

cost_tab

Defining Costs

In the Cost Editor form following options are available:

A – Name of the Portfolio Element. Typically pre-filled, when opened through the New button from the Cost Tab.

B – Name of the cost. Please enter a sounding name e.g. Yearly License Cost to distinguish the various costs.

C – Short description of the cost.

D – The time unit specified the occurrence of the entered time within the start and end dates. e.g. the selection of the time unit monthly will generate 12 Cost Breakdowns within a selected timeframe with a start date 2017-01-01 and end date 2017-12-31. While the selection of the time unit once would create only one Cost Breakdown within the same timeframe.

  • Once
  • Per Day
  • Per Week
  • Per Month
  • Per Year

E – Start date specifies the beginning of the cost.

F – End date specified the end of the cost.

G – Cost currency selector will help you specify the local currency. Multiple currencies can be mixed and converted in real-time.

H – The cost amount itself for the selected currency.

I – Cost reference:

  • Actual
  • Baseline
  • Budget
  • Planned

J – Cost category:

  • OPEX
  • CAPEX

K – Cost type:

  • Depreciation
  • Hardware
  • Other
  • Resource
  • Software

NOTE

Cost reference, cost category and cost types can be renamed and configured as required. Please keep in mind, that there are pre-defined calculations which may be impacted by changes.

cost_editor

Cost Breakdowns

Based on the selected time unit and dates, it will create one to multiple cost breakdowns to reflect and calculate the cost.

A – Area of the Cost Editor Form after submitting the cost.

B – Created Cost Breakdowns.

cost_breakdown