Knowledge

Resources & Cost

Spending Plan

Monthly spend/benefit on WBS; Current Budget is orig + approved log

P6 EPS / Projects tree. Enterprise nodes hold projects such as EC00515.
This is the project tree. A spending plan is a project budget-by-period, not this tree.

What a planner means

A spending plan is the cash you expect to spend, entered by month on a WBS, project, or EPS. A benefit plan is the profit or benefit you expect in each period. Oracle: the benefit plan typically starts after the project finishes.

Those monthly rows are not Original Budget. Original Budget is a single estimate on the WBS (PROJWBS.orig_cost), “including all contributed funds.”

Current Budget = Original Budget + approved budget-log changes. Proposed Budget = Original Budget + approved and pending changes. Pending does not enter Current Budget until status is Approved.

Current Variance = Current Budget − Total Spending Plan. That value does not aggregate. Total Spending Plan is the sum of the monthly spending-plan rows. NPV / ROI / Payback use Annual Discount Rate on the WBS (ann_dscnt_rate_pct) against present-value spending and benefit totals. Those totals are calculated in the UI; they are not extra XER columns.

Funding (FUNDSRC / PROJFUND) is who pays. Cost accounts tag assignment and expense cost. Financial periods (FINDATES) are for Store Period Performance. None of those are the spending plan.

Spending Plan Tally / Benefit Plan Tally appear on the Professional Budget Summary tab. They are not on the project XER WBSBUDG map. Do not invent tally columns.

XER

WBSBUDG (Spending and Benefit Plans):

ColumnOracle label
wbs_budg_idUnique ID
wbs_idWBS
proj_idProject
start_dateDate
spend_costSpending Plan
benefit_costBenefit Plan

BUDGCHNG (Budget Changes):

ColumnOracle label
budg_chng_idUnique ID
wbs_idWBS
proj_idProject
chng_costAmount
chng_dateDate
chng_by_nameResponsible
chng_descrReason
chng_short_nameChange Number
status_codeStatus

API status values: Pending, Approved, Not Approved. Stored XER tokens are unverified. Do not invent CS_Approved.

PROJWBS.orig_cost is Original Budget. Current Budget / Proposed Budget / Current Variance are not listed as PROJWBS columns on the project map.

Microsoft Project

MSP Budget Cost is a budget resource assigned only to the project summary task. Timephased Cost is assignment cost. Neither is a WBS monthly spending/benefit plan. MSPDI has no WBSBUDG or BUDGCHNG. Do not map spend_cost to Cost or Budget Cost.

Don't

  • Treat spending plan as Original Budget, Current Budget, funding, or a cost account.
  • Treat FINDATES as spending-plan months.
  • Invent WBSBUDG tally columns or Current Budget on PROJWBS.
  • Invent status_code tokens.
  • Map spend_cost to MSP Budget Cost or timephased Cost.

Sources

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