Project costs plan eur/en/ - Revision history

Writer: /* Cost plan */

2016-02-19T14:07:25Z

Cost plan

Writer at 14:07, 19 February 2016

2016-02-19T14:07:07Z

Writer: Created page with "=Cost plan= Cost plan should be made for each project. Cost can be distributed among various cost types. == Cost planning setting == *'''[http://help.4pm.si/index.php/Project_..."

2013-07-15T09:09:08Z

Created page with "=Cost plan= Cost plan should be made for each project. Cost can be distributed among various cost types. == Cost planning setting == *'''[http://help.4pm.si/index.php/Project_..."

New page

=Cost plan=
Cost plan should be made for each project. Cost can be distributed among various cost types.

== Cost planning setting ==

*'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Simple_cost_plan Simple plan]''' (list) - default cost plan setting by cost type. Project has single period (duration of the project), costs can be planned only for one organization (project contractor), dynamic overheads cannot be planned. If project phases are added after the financial plan is done, then phase inherits planned cost types.
*'''Advanced plan''' (table) - the use is suitable for more complex projects: last longer (more months, years), have more than one partner. Various categories can be used to plan:
**'''[http://help.4pm.si/index.php/Project_periods_com/en/ periods]''': periods must be set in advance (!) in scorecard (year, month, quarter). In this case, each cost type has a time plan, when it will occur. This method of planning is appropriate for longer projects, with variable cost dynamic through project life-cycle. If cost type has equal costs in all periods, then select all periods from-to. If cost type has different value in each period, than each period is in own row.
**'''organizations''' - if project participants come from various organizations (i.e., subcontractors, suppliers, partners).
**'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 indirect costs]''' (overheads) - various possibilities

[[Image:4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg|600px|4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg]]

== Simple cost plan ==

*select if you plan by project or by phases (workpackage)
*select '''cost type'''
*enter value of the planned cost and
*save.

[[Image:4.2.1.planStroskovEnostaven.jpg|700px|4.2.1.planStroskovEnostaven.jpg]]

=== Important ===

*'''Total cost plan''' sums all planned costs on project level and on phase level.
*'''Travel costs''' must be planned in advance to report mileage and travel costs at work entry.
*'''''Personnel cost'' is system record and is connected to tasks and work reporting. If you plan project activities (tasks), than you must plan personnel cost, value can be 0.'''
*To plan by '''phase''' you must plan them in tab tasks&milestones. If you plan phases after you have entered project financial plan, phases inherit planned cost type in the amount 0. Total cost plan is not changed.

=== EU projects ===

Cost plan for EU project type is similar: you have to fill in fields:

*cost area
*eligible cost plan
*refunded cost plan.

==== Indirect costs (overheads) ====

Project or phase can have planned '''indirect costs (overheads)'''. 4PM calculates value of indirect cost by predefined formulas:

* % of all cost
*hours coefficient mode
*fixed value

Proper planning facilitates the monitoring of the financial costs realization.

[[Image:4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg|700px|4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg]]

'''''Edit plan''''' ''*click [[Image:2.2.2.ikonaSvincnik.jpg]] to edit planned cost type.''

[http://help.4pm.si/index.php/Project_costs_plan_part/en/ Complex finance plan]

@@ Line 1: / Line 1: @@
 =Cost plan=
 Cost plan should be made for each project. Cost can be distributed among various cost types.
 [[File:FP_settings.JPG|600px|thumb]]
 *'''[[Project_costs_plan_com/en/#Simple_cost_plan Simple plan |Simple plan]]''' (list) - default cost plan setting by cost type. Project has single period (duration of the project), costs can be planned only for one organization (project contractor), overheads cannot be planned. If project phases are added after the financial plan is done, then phase inherits planned cost types.
 *'''Advanced plan''' (table) - the use is suitable for more complex projects: longer duration, have more than one partner. Various categories can be used to plan:
@@ Line 48: / Line 47: @@
 [[File:Indirect_cost_plan_old.JPG|550px|thumb]]
 '''''Edit plan''''' ''*click [[Image:2.2.2.ikonaSvincnik.jpg]] to edit planned cost type.''
 =[[Project_costs_plan_cofin/en/ | Advanced plan]]=

@@ Line 4: / Line 4: @@
 == Cost planning setting  ==
-*'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Simple_cost_plan Simple plan]''' (list) - default cost plan setting by cost type. Project has single period (duration of the project), costs can be planned only for one organization (project contractor), dynamic overheads cannot be planned. If project phases are added after the financial plan is done, then phase inherits planned cost types.
+[[File:FP_settings.JPG|600px|thumb]]
-*'''Advanced plan''' (table) - the use is suitable for more complex projects: last longer (more months, years), have more than one partner. Various categories can be used to plan:
-**'''[http://help.4pm.si/index.php/Project_periods_com/en/ periods]''': periods must be set in advance (!) in scorecard (year, month, quarter). In this case, each cost type has a time plan, when it will occur. This method of planning is appropriate for longer projects, with variable cost dynamic through project life-cycle. If cost type has equal costs in all periods, then select all periods from-to. If cost type has different value in each period, than each period is in own row.
+*'''[[Project_costs_plan_com/en/#Simple_cost_plan Simple plan |Simple plan]]''' (list) - default cost plan setting by cost type. Project has single period (duration of the project), costs can be planned only for one organization (project contractor), overheads cannot be planned. If project phases are added after the financial plan is done, then phase inherits planned cost types.
 **'''organizations''' - if project participants come from various organizations (i.e., subcontractors, suppliers, partners).
-**'''[http://help.4pm.si/index.php/Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 indirect costs]''' (overheads) - various possibilities
+**'''[[Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 |indirect costs]]''' (overheads) - various possibilities
-[[Image:4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg|600px|4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg]]
+== Simple cost plan  ==
-== Simple cost plan  ==
+[[File:Simple_FP_en.JPG|500px|thumb]]
 *select if you plan by project or by phases (workpackage)
@@ Line 18: / Line 20: @@
 *enter value of the planned cost and
 *save.
 === Important  ===
@@ Line 36: / Line 36: @@
 *refunded cost plan.
-==== Indirect costs (overheads)  ====
+== Indirect costs (overheads)  ==
 Project or phase can have planned '''indirect costs (overheads)'''. 4PM calculates value of indirect cost by predefined formulas:
-*&nbsp;% of all cost
+* % of all cost
 *hours coefficient mode
 *fixed value
@@ Line 46: / Line 46: @@
 Proper planning facilitates the monitoring of the financial costs realization.
-[[Image:4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg|700px|4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg]]
+[[File:Indirect_cost_plan_old.JPG|550px|thumb]]
 '''''Edit plan''''' ''*click [[Image:2.2.2.ikonaSvincnik.jpg]] to edit planned cost type.''
-[http://help.4pm.si/index.php/Project_costs_plan_part/en/ Complex finance plan]
+=[[Project_costs_plan_cofin/en/ | Advanced plan]]=