¶ Basic Information
| Key | Value |
|---|---|
| Table | DS08 WAD |
| Severity | MAJOR |
| Unique ID | 9080410 |
| Summary | Are the indirect budget dollars for this WP/PP WAD misaligned with what is in cost? |
| Error message | budget_indirect_dollars <> SUM(DS03.BCWSi_dollars) where EOC = Indirect or is_indirect = Y (by WBS_ID_WP). |
¶ What causes this error?
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This Data Integrity and Quality (DIQ) check focuses on ensuring that the indirect budget dollars for work packages (WPs) or planning packages (PPs) within the Work Authorization Document (DS08 WAD) are aligned with the summarized indirect cost data in the cost table (DS03 Cost). Specifically, it verifies that the budgeted indirect dollars for each WP or PP are equal to the sum of BCWSi (Budgeted Cost for Work Scheduled - indirect) dollars where the cost is classified as indirect, either by the nature of the cost (EOC = 'Indirect') or by a direct indication (is_indirect = 'Y'), grouped by the Work Breakdown Structure ID for Work Packages (WBS_ID_WP).
When this DIQ test identifies a misalignment, it suggests that the budgeted indirect dollars recorded in the Work Authorization Document do not match the aggregated indirect cost data from the cost records. This discrepancy could be due to several reasons:
-
Incorrect Data Entry: There might have been an error in entering the budgeted indirect dollars in the Work Authorization Document or in recording the BCWSi dollars in the cost table. This could be a simple typo or a misunderstanding of what costs should be classified as indirect.
-
Misclassification of Costs: Costs that should have been classified as indirect (either through the EOC field or the is_indirect flag) might have been incorrectly classified, leading to their exclusion from the sum of BCWSi dollars. Conversely, direct costs might have been mistakenly classified as indirect, inflating the BCWSi sum.
-
Incomplete Data: If there are recent updates or additions to the cost data that have not been fully captured or updated in the Work Authorization Document, this could result in discrepancies between the budgeted and actual indirect costs.
-
WBS_ID_WP Misalignment: The Work Breakdown Structure ID for Work Packages (WBS_ID_WP) might not correctly match between the DS08 WAD and DS03 Cost tables, leading to incorrect aggregations or comparisons.
To resolve these issues, users should review the data entries for accuracy in both the Work Authorization Document and the cost records, ensuring that all indirect costs are correctly classified and that the WBS_ID_WP aligns correctly across tables. Additionally, verifying that all recent cost data updates have been fully incorporated can help in aligning the budgeted and actual indirect dollars.
¶ Why do we check this?
This DIQ test, titled "WP Indirect Dollars Misaligned With Cost," is performed on the DS08 WAD table to ensure that the indirect budget dollars allocated for a Work Package (WP) or Planning Package (PP) within the Work Authorization Document (WAD) align correctly with the summarized indirect cost dollars as recorded in another dataset (DS03). Specifically, the test checks if the budgeted indirect dollars (budget_indirect_dollars) for each WP/PP do not match the sum of BCWSi (Budgeted Cost for Work Scheduled indirect) dollars from DS03, where the cost is categorized as indirect (either by an End of Cost (EOC) indicator or an is_indirect flag being set to 'Y'), grouped by Work Breakdown Structure ID for Work Packages (WBS_ID_WP).
The importance of this check lies in ensuring that the budgeting for indirect costs is accurately reflected and tracked against actual indirect costs incurred, as recorded in the project's financial and planning documents. Misalignment between these figures can indicate issues in budget planning, execution, or reporting, potentially leading to financial discrepancies, misallocation of resources, or incorrect project cost forecasting. Given the severity level of MAJOR, this issue is considered likely to cause problems during project cost analysis or financial auditing, necessitating attention and correction to ensure accurate and reliable project management and financial reporting.
¶ Code
CREATE FUNCTION [dbo].[fnDIQ_DS08_WAD_AreIndirectDollarsMisalignedWithDS03WP] (
@upload_id int = 0
)
RETURNS TABLE
AS RETURN
(
with IndirectWP as (
SELECT WBS_ID_WP, SUM(BCWSi_dollars) BCWSc
FROM DS03_cost
WHERE upload_ID = @upload_ID AND (EOC = 'Indirect' or is_indirect = 'Y') AND WBS_ID_WP IS NOT NULL
GROUP BY WBS_ID_WP
)
SELECT
W.*
FROM
DS08_WAD W INNER JOIN IndirectWP C ON W.WBS_ID_WP = C.WBS_ID_WP
AND budget_indirect_dollars <> C.BCWSc
WHERE
upload_ID = @upload_ID
)