Role based costing and Task based Costing in cprojects

[Former Member]

Hi,

Can anyone elaborate the difference between Role based & Task based costing?

As per my knowledge the coting logic is same.

If anyone is having any related documents pls mail me on sarang_mujumdar@rediffmail.com

Regards,

Sarang

[Former Member]

Refer this Link for more detail:-

http://help.sap.com/saphelp_ppm400/helpdata/en/ae/0670d4e2a64487b085bcc7a795f9d1/frameset.htm



Role-Based Controlling
Once you staff a project role with a resource, the system transfers the cost/revenue rate of this resource for the time frame of the staffing to use in costing. The cost/revenue rate is specified in the attributes for the business partner roleresource. The system uses the cost/revenue rate you assigned in Cost/Revenue Rates for the Project Role for the time frame for which the role is not staffed.



You planned a required capacity of 30 person days for a project role. However, you staffed this project role with a resource for 20 person days. The system calculates 20 person days using the cost/revenue rate of the resource and the 10 unstaffed days with the cost/revenue rate of the project role.

If you want to use a different value for the costs and revenues in a particular project, you can overwrite the cost/revenue rate of the resource by entering a cost rate in the Cost Difference field or a revenue rate in the Revenue Difference field. Reports in SAP NetWeaver Business Intelligence allow you to compare these rates with those that come from the rates specified in Customizing.

The following table shows in detail how costs and revenues for project roles and resources are calculated. The system first checks whether the first strategy can be used. The system only checks the second strategy and so on if the first strategy cannot be used.

Costs/
Revenues
Calculation Strategy per Activity Unit
Evaluation Date
Other Information

Costs for project role
...

1. Different costs which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Plan price from cost center accounting
Fixed or calculated start of role


Revenues for project role
...

1. Different revenue which you entered for the project role

2. Costs per activity unit for the role in Customizing
Fixed or calculated start of role


Costs for internal resources
...

1. Costs per activity unit for the resource in Customizing

2. Plan price for the resource in cost center accounting

3. Different costs which you entered for the project role

4. Costs per activity unit for the role in Customizing

5. Plan price for the role in cost center accounting
Start of staffing of role with resource or fixed or calculated start of role
· Internal resources are resources assigned to the SAP business partner role employee.

· Strategies three to five are only used if the resource does not have its own cost/revenue rate assigned to it.

Costs for external resources
...

1. Costs per activity unit for the resource in Customizing

2. Costs per activity unit for the role in Customizing
Start of staffing of role with resource or fixed or calculated start of role
· External resources are resources not assigned to the business partner role employee.

· Strategy two is only used if the resource does not have its own cost/revenue rate assigned to it.

Revenues for internal or external resources
...

1. Different revenue which you entered for the project role

2. Revenue per activity unit for the resource in Customizing

3. Revenue per activity unit for the role in Customizing
Start of staffing of role with resource or fixed or calculated start of role
Strategy three is only used if the resource does not have its own cost/revenue rate assigned to it.




The cost/revenue rate can also depend on the responsible organizational unit: If you entered a responsible organizational unit for your project (see Creating Additional Data for a Project Definition) and if a special cost/revenue rate exists for it in Customizing for cProjects, costing uses this rate. If you have not defined a special rate, the general rate is used.

Task-Based Controlling

If you specified a cost/revenue rate in Customizing for the task type, this cost/revenue rate is used for costing. If a role is assigned to the task, the cost/revenue rate of this role is used. If a role is staffed with a resource, this has no additional influence on costing in task-based controlling; the cost/revenue rate of the resource is not used for costing for the task.

The following table shows in detail how costs and revenues for tasks and project roles are calculated. The system first checks whether the first strategy can be used. The system only checks the second strategy and so on if the first strategy cannot be used.

Costs/

Revenues

Calculation Strategy per Activity Unit

Evaluation Date

Other Information

Costs for task

1. Different costs which you entered for the task

2. Costs per activity unit for the task in Customizing

Fixed or calculated start of task

Revenues for task

1. Different revenue which you entered for the task

2. Costs per activity unit for the task in Customizing

Fixed or calculated start of task

Costs for roles

1. Different costs which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Plan price for the role in cost center accounting

4. Different costs which you entered for the task

5. Costs per activity unit for the task in Customizing

Start of assignment of task to role

Strategies four and five are used if the role does not have its own cost/revenue rate assigned to it.

Revenues for Roles

1. Different revenue which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Different revenue which you entered for the task

4. Costs per activity unit for the task in Customizing

Start of assignment of task to role

Strategies three and four are used if the role does not have its own cost/revenue rate assigned to it.

[Former Member]

Thanks Rehman,

I had already gone thrtu this in help.SAP, but i was not clear.I have the following doubts:

1.Where is the cost/revenue rate specified in the attributes for the business partner roleresource?

I have defined BP as an employee, n in which i am not getting any option for defining the rates for employee seperately.Whenever i am staffing a resource against role, i am getting an error Cost/Revenue rate not defined for resource.What is it? I have maintained the org structure and assigned a position and BP to it.

On the other hand when i do costing without doing any staffing, i get the cost?

Pls elaborate on this.

Regards,

Sarang

[Former Member]

Hi Sarang,

Under "Resource Management > Basic Settings for Project Roles > Define Project Role:, define the role. Select the role and then click on the 'Detail' icon that you see at the top left. You would here get the screen where the 'Cost/Revenue Rate' and 'Description' ought to be entered...

Time to enjoy SAP!!

[Former Member]

Hi Bittu,

Thanks for reply.

But i have defined this rate and as per my understanding, these are the rates for Project Roles. I am getting the cost based on role.But when i am assigning a resource i am not getting the same.(Resource is created as BP in employee role and assigned to a Position and to organisation, which i have maintained in cProjects)

Waiting for ur reply.

Regards,

Sarang

[Former Member]

Hi Sarang,

Role-Based Controlling

Once you staff a project role with a resource, the system transfers the cost/revenue rate of this resource for the time frame of the staffing to use in costing. The cost/revenue rate is specified in the attributes for the business partner roleresource. The system uses the cost/revenue rate you assigned in Cost/Revenue Rates for the Project Role for the time frame for which the role is not staffed.

You planned a required capacity of 30 person days for a project role. However, you staffed this project role with a resource for 20 person days. The system calculates 20 person days using the cost/revenue rate of the resource and the 10 unstaffed days with the cost/revenue rate of the project role.

If you want to use a different value for the costs and revenues in a particular project, you can overwrite the cost/revenue rate of the resource by entering a cost rate in the Cost Difference field or a revenue rate in the Revenue Difference field. Reports in SAP NetWeaver Business Intelligence allow you to compare these rates with those that come from the rates specified in Customizing.

The following table shows in detail how costs and revenues for project roles and resources are calculated. The system first checks whether the first strategy can be used. The system only checks the second strategy and so on if the first strategy cannot be used.

Costs/

Revenues

Calculation Strategy per Activity Unit

Evaluation Date

Other Information

Costs for project role

...

1. Different costs which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Plan price from cost center accounting

Fixed or calculated start of role

Revenues for project role

...

1. Different revenue which you entered for the project role

2. Costs per activity unit for the role in Customizing

Fixed or calculated start of role

Costs for internal resources

...

1. Costs per activity unit for the resource in Customizing

2. Plan price for the resource in cost center accounting

3. Different costs which you entered for the project role

4. Costs per activity unit for the role in Customizing

5. Plan price for the role in cost center accounting

Start of staffing of role with resource or fixed or calculated start of role

· Internal resources are resources assigned to the SAP business partner role employee.

· Strategies three to five are only used if the resource does not have its own cost/revenue rate assigned to it.

Costs for external resources

...

1. Costs per activity unit for the resource in Customizing

2. Costs per activity unit for the role in Customizing

Start of staffing of role with resource or fixed or calculated start of role

· External resources are resources not assigned to the business partner role employee.

· Strategy two is only used if the resource does not have its own cost/revenue rate assigned to it.

Revenues for internal or external resources

...

1. Different revenue which you entered for the project role

2. Revenue per activity unit for the resource in Customizing

3. Revenue per activity unit for the role in Customizing

Start of staffing of role with resource or fixed or calculated start of role

Strategy three is only used if the resource does not have its own cost/revenue rate assigned to it.

The cost/revenue rate can also depend on the responsible organizational unit: If you entered a responsible organizational unit for your project (see Creating Additional Data for a Project Definition) and if a special cost/revenue rate exists for it in Customizing for cProjects, costing uses this rate. If you have not defined a special rate, the general rate is used.

Task-Based Controlling

If you specified a cost/revenue rate in Customizing for the task type, this cost/revenue rate is used for costing. If a role is assigned to the task, the cost/revenue rate of this role is used. If a role is staffed with a resource, this has no additional influence on costing in task-based controlling; the cost/revenue rate of the resource is not used for costing for the task.

The following table shows in detail how costs and revenues for tasks and project roles are calculated. The system first checks whether the first strategy can be used. The system only checks the second strategy and so on if the first strategy cannot be used.

Costs/

Revenues

Calculation Strategy per Activity Unit

Evaluation Date

Other Information

Costs for task

1. Different costs which you entered for the task

2. Costs per activity unit for the task in Customizing

Fixed or calculated start of task

Revenues for task

1. Different revenue which you entered for the task

2. Costs per activity unit for the task in Customizing

Fixed or calculated start of task

Costs for roles

1. Different costs which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Plan price for the role in cost center accounting

4. Different costs which you entered for the task

5. Costs per activity unit for the task in Customizing

Start of assignment of task to role

Strategies four and five are used if the role does not have its own cost/revenue rate assigned to it.

Revenues for Roles

1. Different revenue which you entered for the project role

2. Costs per activity unit for the role in Customizing

3. Different revenue which you entered for the task

4. Costs per activity unit for the task in Customizing

Start of assignment of task to role

Strategies three and four are used if the role does not have its own cost/revenue rate assigned to it.