Project costs plan part/en/ - Revision history

Writer: /* Project finance settings */

2017-12-15T09:56:15Z

Project finance settings

Writer: /* Cost plan - complex projects */

2017-12-15T09:50:54Z

Cost plan - complex projects

Writer: /* Indirect costs (overheads) */

2016-07-05T09:36:23Z

Indirect costs (overheads)

Writer: /* Indirect costs (overheads) */

2013-06-28T13:57:32Z

Indirect costs (overheads)

Writer: /* Indirect costs (overheads) */

2013-06-28T13:57:08Z

Indirect costs (overheads)

Writer: /* Dinamični režijski stroški (overheads) */

2013-06-28T13:53:18Z

Dinamični režijski stroški (overheads)

Writer: /* Cost table editing */

2013-06-28T13:50:00Z

Cost table editing

Writer: /* Urejanje tabele */

2013-06-28T13:47:42Z

Urejanje tabele

Writer: /* New cost entry */

2013-06-28T13:41:08Z

New cost entry

Writer: /* Vnos nove vrstice */

2013-06-28T13:40:59Z

Vnos nove vrstice

@@ Line 12: / Line 12: @@
 ==Project finance settings==
-# '''[[Project_periods_com/en/ | project periods]]''' - by project plan, by reporting periods
+# '''[[Project_periods_com/en/ | project periods]]''' - by project plan, by reporting periods. Set periods in PROJECT / SCORECARD / PERIODS
-# '''[[Project_cofinancing_percents/en/ |level of co-financing]]''' - project plan, application form
+# '''[[Project_cofinancing_percents/en/ |level of co-financing]]''' - project plan, application form. Set cofinancing levels in PROJECT / SCORECARD / CO-FINANCING LEVELS
-# '''[[Project_structure/en/|project work plan ]]''' - workpackages
+# '''[[Project_structure/en/|project work plan ]]''' - workpackages - Set workpackages in PROJECT / TASK & MILESTONES (add phase)
 Possible fields:

@@ Line 1: / Line 1: @@
-==Cost plan - complex projects ==
+=Cost plan - new =
-Complex cost plan includes various levels of financial planning by:
+[[File:Finance_plan_new.JPG | 500 px |thumb]]
-Before entering cost plan you should:
+Cost plan by
-# set project periods (project plan, plan for reporting...)
+* project partners,
-# levels of cop-financing
+* phases (workpackages),
-# enter activity plan by phases and tasks
+* cost categories, cost areas
-Complex cost table includes fields:
+==Project finance settings==
-* cost description - text field for cost description
+# '''[[Project_periods_com/en/ | project periods]]''' - by project plan, by reporting periods
-* unit  - general unit list (edited in tab General)
+# '''[[Project_cofinancing_percents/en/ |level of co-financing]]''' - project plan, application form
-* eligible cost per unit (net), units, * eligible cost (net): costs per unit
+# '''[[Project_structure/en/|project work plan ]]''' - workpackages
-===New cost entry===
+Possible fields:
-* click '''ENTER'''
+* cost description: text field
-* at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list
+* units: custom drop-down list [[Cost_plan_units/sl/| general]]
-* confirm the entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[file: 4.7.ikonaRdecKrizec.jpg]]
+* eligible cost by unit,
-=== Cost table editing ===
+:'''View''' content of rows and culumbs.
-Lines of the table can be deleted or edited if there are no bound records:
+:'''Filters''': by organization, by [[Project_periods_part/sl/ | period]], by cost area (if enabled)
-*'''edit''': click the icon [[Image:2.2.2.ikonaSvincnik.jpg]], edit cells and confirm changes  [[Image:4.2.9.ikonaKljukcaZelena.jpg]] or cancel changes [[Image:4.7.ikonaRdecKrizec.jpg]]. All requred fields must be filled-in. Missing entries are marked with red colour.
+==How to edit finance plan==
-*'''copy''': select existing line and click '''COPY''', edit if necessary [[Image:2.2.2.ikonaSvincnik.jpg]].
+[[File:New_entry_in_plan.JPG |500 px |thumb]]
-==== Important! ====
+===New line ===
-There are bound records, if:
+* click button '''ENTER'''
-* planned cost has entered actual cost in tab ASSEMBLED COSTS (organization+cost type+cost area+work package+activity+period)
+* Fill-in empty cells in the line.
-* personnel cost & travel costs have planned activities
+* confirm entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel entry [[file: 4.7.ikonaRdecKrizec.jpg]]
-=== Indirect costs (overheads) ===
+=== Edit table ===
-Project or phase can have planned ''' indirect costs (overheads)'''. 4PM calculates value of indirect cost by predefined formulas:
+[[File:New_entry_in_plan_empty_line.JPG | 500 px | thumb]]
-* % of all cost
+Each line can be deleted (if there are no bound entries), edited or copied:
-* hours coefficient mode
+*'''editing''': click icon [[Image:2.2.2.ikonaSvincnik.jpg]] or'''double click''' on the line,
-* fixed value
+* edit cells
-Complex projects can have planned and monitored indirect cost by organization (project partner) and by phase (work package).
+=== IMPORTANT! ===
-''Complex projects: Partner''
+== Indirect cost (overheads) ==

← Older revision		Revision as of 09:36, 5 July 2016
Line 56:		Line 56:

	''Complex projects: Partner''		''Complex projects: Partner''
−
−	~~[[http://help.4pm.si/index.php/Project_costs_plan_com/en/ Simple and advanced finance plan]]~~

← Older revision		Revision as of 13:57, 28 June 2013
Line 57:		Line 57:
	''Complex projects: Partner''		''Complex projects: Partner''

−	[[http://help.4pm.si/index.php/Project_costs_plan_com/en/ ~~Enostavo in napredno planiranje financ~~]]	+	[[http://help.4pm.si/index.php/Project_costs_plan_com/en/ Simple and advanced finance plan]]

← Older revision		Revision as of 13:57, 28 June 2013
Line 56:		Line 56:

	''Complex projects: Partner''		''Complex projects: Partner''
		+
		+	[[http://help.4pm.si/index.php/Project_costs_plan_com/en/ Enostavo in napredno planiranje financ]]

@@ Line 29: / Line 29: @@
 * cost type
-===Vnos nove vrstice===
+===New cost entry===
-* klik na gum '''VNESI'''
+* click '''ENTER'''
-* na dnu tabele se odpre prazna vrstica, v katero vpišemo manjkajoče podatke, izberemo iz spustnih seznamov.
+* at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list
-* ko končamo z vnosom podatkov, potrdimo s klikom na ikono [[file: 4.2.9.ikonaKljukcaZelena.jpg]] ali prekličemo s klikom na ikono [[file: 4.7.ikonaRdecKrizec.jpg]]
+* confirm the entry by clicking[[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[file: 4.7.ikonaRdecKrizec.jpg]]
 === Urejanje tabele ===