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Understand Accounts, Lines, and Attributes

Summary

This article provides an overview of accounts, lines, and attributes.

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This article applies to Planview Enterprise 12 to 14

Financial data is organized by accounts and lines (groups of attributes), which are created by the administrator and are different for each customer. When accounts are created, they are tagged with an account type (Labor, Benefit, Capital, Expense, or Depreciation). The Category dropdown allows you to view accounts by these account types. If no accounts are added for a type, such as benefits or depreciation, then that account type will not be available to select. In the example in Figure 1, Labor is selected.

The hierarchy can be adjusted to display only the data you need in the order you need it by using the Category and Focus Control buttons. The Category button changes which accounts are displayed in the hierarchy (to only display Labor as in this example), while the Focus Control button and Focus Control row allow you to change the order of the attributes displayed, as well as which attributes display concatenated on the lowest row in each branch (Figure 1), or as rows in the hierarchy (Figure 2). Attributes before the splitter bar (blue) display as rows, while attributes after the splitter bar (white) display concatenated on the lowest row in each branch.

Financial Planning Detail—Example of Line Attributes Concatenated under the Labor Account

Figure 1: Financial Planning Detail—Example of Line Attributes Concatenated under the Labor Account

Financial Planning Detail—Example of Fully Expanded Line Attributes under the Labor Account

Figure 2: Financial Planning Detail—Example of Fully Expanded Line Attributes under the Labor Account

Selecting Add a Line under the Labor account will also let you see the line attributes required to create a line under that type of account (Figure 3). For example, in this database configuration, if you wanted to manually add a labor line you would be required to specify the attributes of Cost Center, ABC Resource Role, ABC Resource Types, and ABC Shore Type. For labor accounts, this information is often loaded in, and these details come from the project details and/or the resource details.

Line Detail—Attributes Required on Labor Lines

Figure 3: Line Detail—Attributes Required on Labor Lines