Project costs cofin/en/ - Revision history

Writer: /* Organization costs */

2016-02-19T14:17:49Z

Organization costs

Writer: /* Project cost */

2016-02-11T15:14:32Z

Project cost

Writer: /* Personnel costs - other */

2016-02-11T15:12:12Z

Personnel costs - other

Writer: /* Personnel costs - other */

2016-02-11T15:10:46Z

Personnel costs - other

Writer: /* Project cost */

2016-02-11T15:07:45Z

Project cost

Writer: Created page with "=Project cost= 4PM supports 3 types of cost monitoring: *'''[http://help.4pm.si/index.php/Project_costs_com/en/#Organization_costs Organization costs]''' - external costs (i.e..."

2016-01-22T14:28:27Z

Created page with "=Project cost= 4PM supports 3 types of cost monitoring: *'''[http://help.4pm.si/index.php/Project_costs_com/en/#Organization_costs Organization costs]''' - external costs (i.e..."

New page

=Project cost=
4PM supports 3 types of cost monitoring:
*'''[http://help.4pm.si/index.php/Project_costs_com/en/#Organization_costs Organization costs]''' - external costs (i.e subcontractors, suppliers, external co-workers)
*'''[http://help.4pm.si/index.php/Project_costs_com/en/#Personnel_costs Personnel costs]''' - costs of our team members, directly connected to actual project work. The basis for the calculation is hourly fee and number of hours of work.
*'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 Indirect cost - overheads]''' - calculation based on the calculation mode that is set in cost plan.

[[file:4.2.3.realiziraniStroski.jpg|600px|]]

==Organization costs ==
Are entered in tab '''FINANCE / ASSEMBLED COSTS'''
* click '''ADD''' under the table to open a form
* set if new entry is project or phase cost
* select cost type (connected to cost plan - only planned cost types can be selected)
* enter PAYER and COST HOLDER
* select task
* enter DOCUMENT DATE and NUMBER
* enter DATE OF SERVICE and PAYMENT DATE
* enter the cost VALUE
* enter cost DESCRIPTION (text field)
* attach a document if necessary (copy of the invoice, contract). The document you upload here, is in the folder DOCUMENTS / FINANCE.

===Complex (co-funded) projects===
Form for cost entry has additional fields that are required for more detailed cost monitoring for the purpose of reporting:
* cost field - set in cost plan
* NET VALUE
* EXCHANGE RATE
* VALUE
* TAX (%) (value added tax)
* GROSS VALUE (EUR)
* GROSS VALUE
* VALUE REPORTED IN ORIGINAL CURRENCY (EUR)
* VALUE REPORTED

===Personnel costs - other===
* When you enter a cost that is connected to team member you need to connect a cost with a task. This is possible if selected team member has allocated task.
* Mark if a person is entitled to cost reimbursement.

[[file:4.5.3.2_RealiziraniStroski.jpg|500px|]]

==Personnel costs==
Assembled cost include real-time overview of '''PERSONNEL COSTS''', result from entries of work done on task. The basis for personnel cost calculation is hourly fee and reported hours.

Personnel cost show real-time overview actual project costs.

===Important===
If user has disabled hourly fee access than analytical overview of personnel cost cannot be seen (only number of reported hours is accessible).

=== Personnel costs - travel===
This overview assembles reported project travel costs by 4PM users. Travel costs can be reported to 4PM only if they are included in cost plan.

Travel cost can be reported in 2 modes:
* '''Work and expense entry (simple)'''
* '''Travel orders''' (only available if Travel order module is included in the licence) - only liquidated Travel orders.

==Time filters==
Assembled cost overview can be set to various time frames with the use of '''time filters' on the top. To set default project overview click [[File:4.2.8.ikonaKljuc.jpg‎]] to select:
* by month (calendar)
* by project periods (set in SCORECARD)
* custom
* default overview is the project duration.

When you move from tab to tab, set time frames stay the same.

@@ Line 38: / Line 38: @@
 * Mark if a person is entitled to cost reimbursement.
-[[File:Cost_entry.JPG|500px|]]
+[[File:Cost_entry.JPG|500px|thumb]]
 ==Personnel costs==

@@ Line 3: / Line 3: @@
 ==Organization costs ==
-Are entered in tab '''FINANCE / ASSEMBLED COSTS'''
+Are entered in tab '''FINANCE / COSTS'''
 * click '''ADD'''  under the table to open a form
 * set if new entry is project or phase cost

@@ Line 1: / Line 1: @@
 =Project cost=
 [[File:Project_cost.JPG|600px|thumb]]
 ==Organization costs ==

@@ Line 1: / Line 1: @@
 =Project cost=
 PM supports 3 types of cost monitoring:
 *'''[http://help.4pm.si/index.php/Project_costs_com/en/#Organization_costs Organization costs]''' - external costs (i.e subcontractors, suppliers, external co-workers)
@@ Line 5: / Line 8: @@
 *'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 Indirect cost - overheads]''' - calculation based on the calculation mode that is set in cost plan.
 ==Organization costs ==