Setup example for cost peg transfer rules

Cost peg transfer rules determine the sources and the destinations that are allowed for cost peg transfers. If no transfer rules are specified in the Cost Peg Transfer Rules (tcpeg1100m000) session, cost peg transfers from and to project cost pegs of all planning groups within the company are allowed.

Planning group Project Element Activity Inherit Transfer In Inherit Transfer Out
A         Within Group   Across Groups

Transfers to project pegs related to planning group A are allowed if the transfers originate from projects within the same planning group. Transfers out from these project pegs to project pegs related to projects across all planning groups of the company are allowed.

Planning group Project Element Activity Inherit Transfer In Inherit Transfer Out
A         Within Group   Across Groups
A A1     X Within Group   Within Project

For project A1, which belongs to planning group A, the rules for transfers to the project are inherited from the planning group. Transfers out of project A1 are now restricted to cost pegs within the project. To all other projects belonging to planning group A, the general rules set for planning group A still apply.

Planning group Project Element Activity Inherit Transfer In Inherit Transfer Out
A         Within Group   Across Groups
A A1     X Within Group   Within Project
A A1 E1 ACT1   Not Allowed   Not Allowed
    E2 ACT2   Not Allowed X Within Project
B         Within Project   Within Project

For cost account A/A1/E1/ACT1, no cost peg transfers in or out are allowed. Transfers to cost account A/A1/E2/ACT2 are not allowed, but transfers out are allowed to cost pegs within project A. The transfer-out rules are inherited from the transfer-out rules set for project A.