Decision Lens Accelerate - Cost Planning Window

Decision Lens Accelerate

Cost Planning Window: this timeframe represents the eligible timeframes (Months, Years, Fiscal Years) that a Project can request costs.

  • The window provides some boundaries to where costs can be entered (ie which columns are displayed)
  • The Planning window is set per project and is not standard across a portfolio.
  • Currently the Planning Window is only displayed in the Project Details and Idea Form views.
  • The Planning window has no bearing or impact on any analysis or project data.
    • Changing the Planning Window will not change time planned or actual timing of projects funding.

Cost Planning Window Defaults

 

1.If there are no Requests yet entered for a given project, the default Time window will be the next time period

  • Monthly -> next month
  • Calendar year -> Jan of next year
  • Fiscal year -> First month of next Fiscal Year

2.If there are no Requests, and Project start and end date have been provided as a placeholder (set in Projects table), then the default planning window will match the defined Project start and end

3.If there are existing Requests, then the default planning window will match the start and end

  • In all of the above use cases, the Planning window can be changed if desired
  • Window Start and End are not interdependent
    • Moving Window Start will not make a corresponding move the end date unless Start moves past End
    • Moving Window End will not make a corresponding move to Start
  • The planning window must always contain all time periods with requests
    • Users cannot get into a state where there are "hidden" costs