Difference between revisions of "Project costs plan com/en/"

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=Cost plan=
 
=Cost plan=
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Cost plan should be made for each project. Cost can be distributed among various cost types.
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== Cost planning setting  ==
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[[File:FP_settings.JPG|600px|thumb]]
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*'''[[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.
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*'''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:
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**'''[[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 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.
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**'''organizations''' - if project participants come from various organizations (i.e., subcontractors, suppliers, partners).
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**'''[[Project_costs_plan_com/en/#Indirect_costs_.28overheads.29 |indirect costs]]''' (overheads) - various possibilities
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== Simple cost plan  ==
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[[File:Simple_FP_en.JPG|500px|thumb]]
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*select if you plan by project or by phases (workpackage)
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*select '''cost type'''
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*enter value of the planned cost and
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*save.
  
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Cost plan should be made for each project. Cost can be distributed among various cost types.
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=== Important  ===
  
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''valid for commercial, internal, budget, RD, studies, EU projects.''
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*'''Total cost plan''' sums all planned costs on project level and on phase level.
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*'''Travel costs''' must be planned in advance to report mileage and travel costs at work entry.
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*'''''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.'''
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*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.
  
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==Cost planning setting==
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=== EU projects  ===
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* '''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:
 
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**'''[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.
 
  
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Cost plan for EU project type is similar: you have to fill in fields:
  
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* '''Napredno planiranje''' (tabela) - Primerno je za kompleksne projekte, ki trajajo dalj časa (več mesecev), na projektu je udeleženih več partnerjev. Pri planiranju lahko poljubno uporabimo kategorije:
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*cost area
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**'''[http://help.4pm.si/index.php/Project_periods_com/sl/ po obdobjih]''': obdobja (leto, mesec, kvartal) poljubno določimo v izkaznici projekta pred izdelavo finančnega plana (!). V tem primeru, vsaki vrsti stroška načrtujemo obdobje, v katerem bo realiziran. Ta način planiranja je primeren za daljše projekte, ki imajo skozi življenjski cikel različno dinamiko nastajanja stroškov. Če je strošek enak v vseh obdobjih, označimo različna obdobje od in do. Če se strošek razlikuje po obdobjih, potem je vsako obdobje v svoji vrstici. Obdobje od-do je enako.''
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*eligible cost plan
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**'''po organizacijah''': - če na projektu sodelujejo različne organizacije, ki imajo vsaka svoj finančni plan: stroške evidentiramo za posamezne podizvajalce oz. dobavitelje.
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*refunded cost plan.
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**dinamičnih režijskih stroških - različne možnosti.
 
  
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[[file:4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg|600px|]]
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== Indirect costs (overheads)  ==
  
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== Enostaven plan stroškov==
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Project or phase can have planned '''indirect costs (overheads)'''. 4PM calculates value of indirect cost by predefined formulas:
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* izberemo, ali želimo načrtovati stroške po projektu ali po fazah.
 
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* v seznamu izberemo '''tip stroška''',
 
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* vpišemo planirani '''znesek''' stroška in
 
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* vnos potrdimo.  
 
  
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[[file:4.2.1.planStroskovEnostaven.jpg|700px|]]
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* % of all cost
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*hours coefficient mode
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*fixed value
  
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===Pomembno===
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Proper planning facilitates the monitoring of the financial costs realization.  
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* '''Skupen plan''' stroškov '''sešteje''' vse planirane stroške na nivoju projekta in posameznih faz.
 
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*'''Potne stroške''' moramo načrtovati vnaprej. To je predpogoj za vpisovanje stroškov kilometrine na projekt.
 
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*'''Stroški zaposlenih''' so sistemski zapis, ki je povezan z aktivnostmi, poročanjem o delu. Če želimo načrtovati aktivnosti na projektu (naloge, mejnike), morajo biti v finančnem planu projekta (oz. faze), lahko je vrednost 0 €.
 
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* Faze morajo biti predhodno načrtovane. Če faze vključimo kasneje, se načrtovani tipi stroškov podedujejo iz nadrejene faze/projekta. Skupna vrednost plana ne spremeni, saj je višina podedovanih stroškov na novih faza enaka 0 €.
 
  
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Ko planiramo '''stroške evropskih projektov''', je logika planiranja stroškov enaka. Izpolnimo še:  
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[[File:Indirect_cost_plan_old.JPG|550px|thumb]]
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* stroškovno področje,
 
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* upravičeni stroški in
 
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* povrnjeni stroški.  
 
  
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S pravilnim planiranjem stroškov bo tudi spremljanje finančne realizacije enostavno.
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'''''Edit plan''''' ''*click [[Image:2.2.2.ikonaSvincnik.jpg]] to edit planned cost type.''
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[[file:4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg|700px|]]
 
  
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'''''Namigi za urejanje tabele'''''
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=[[Project_costs_plan_cofin/en/ | Advanced plan]]=
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''*Če želimo urejati vpisan strošek, ga odpremo s klikom na ikono svinčnik [[image: 2.2.2.ikonaSvincnik.jpg‎]].''
 

Latest revision as of 14:30, 19 February 2016

Cost plan

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

Cost planning setting

FP settings.JPG
  • 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:
    • 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 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).
    • indirect costs (overheads) - various possibilities

Simple cost plan

Simple FP en.JPG
  • select if you plan by project or by phases (workpackage)
  • select cost type
  • enter value of the planned cost and
  • save.

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.

Indirect cost plan old.JPG

Edit plan *click 2.2.2.ikonaSvincnik.jpg to edit planned cost type.

Advanced plan

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