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Settlement of lower level WBS

Former Member
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Hello

I have a scenario where the client want to settle the lower level WBS costs/revenues to a different CO object such as Cost Centre,G/L,PSG etc.

Now I have 4 WBS (2nd level) under the Proj defn/1st level WBS. The scenario for settlement is as follows:

1. WBS 2.1 (Second level WBS 1) => G/L

2. WBS 2 .2 (Second level WBS 2) => Cost Centre

3. WBS 2. 3 (Second level WBS 3) => PSG

4.WBS 2. 4 (Second level WBS 4) => G/L - 35%

CC - 35%

PSG - 30%

Now my concern is do I use single level settlement at lower WBS or do I use Multilevel settlement ? If I use multilevel, it will become complicated to set up settlement rule at top level WBS, so I set settlement rule at lower level WBS.But now what happens to top level WBS. Do I need to settle it also or will the settlement at lower level will take care of top WBS.

Any guidelines for setting up the settlement rule (especially around Allocation Structure and PA structure)?

Thanks

Sarang

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Answers (2)

Answers (2)

Former Member
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Done

Former Member
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Hi Sarang,

If there is no object that incurs actual cost associated to your WBS element at Level 1 then you do not need to settle it, provided the 4 WBS es below it settle all the costs individually to respective settlement receivers.

Let me know if that helped.

jibat