Difference between revisions of "Project settings cofin/en/"

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=Project settings=
 
=Project settings=
 +
'''Changing these settings has impact on work reporting and financial modul of this project.'''
 +
[[File:Project_settings.png|600 px|right]]
  
 
== Work reporting and timesheet management==
 
== Work reporting and timesheet management==
 
*'''PROJECT WORK ENTRY LIMIT''' - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners.
 
*'''PROJECT WORK ENTRY LIMIT''' - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners.
−
* '''PRECISION OF WORK ENTRIES''' - hours resolution of work reporting (by minute, 15, 30 minutes or by hour). General settings are valid if you have no special project settings.
+
*'''disable work entry before planned start date'''
−
* '''USE OF OVERTIME HOURS''' - setting permits reporting work on a day with overtime budget entries.
+
*'''disable work entry after planned end date'''
−
* '''WORK REPORTING DISABLED''' - if project work reporting is disabled, team members report their project work to fill-in time-sheets. However personnel cost is not included in project finance. Personnel costs should be entered as other costs.
+
* '''PRECISION OF WORK ENTRIES'''  
−
* '''REPORTING UNIT IN GENERAL TIME-SHEET''' - Settings for general time-sheet printing and exports time unit: day or hours. 4PM project work reporting (input) is always in hours regardless the setting.
+
Hours resolution of work reporting (by minute, 15, 30 minutes or by hour). General settings are valid if you have no special project settings.
 +
* '''USE OF OVERTIME HOURS'''
 +
setting permits reporting work on a day with overtime budget entries.
 +
* '''WORK REPORTING DISABLED'''
 +
if project work reporting is disabled, team members report their project work to fill-in time-sheets. However personnel cost is not included in project finance.
 +
Personnel costs should be entered as other costs (i.e. invoices).
 +
*'''work entry - disable finish'''
 +
Button "mark done" is removed from work entry form.
 +
* '''REPORTING UNIT IN GENERAL TIME-SHEET'''  
 +
Settings for general time-sheet printing and exports time unit: day or hours. 4PM project work reporting (input) is always in hours regardless the setting.
 +
*'''PM Value'''
 +
Formula for calculating work from reported hours to person-month (PM) value. Default setting is 140 hours=1 PM.
 +
*'''Indicative number of available hours'''
 +
Enabled setting calculates available hours for reporting according to financial plan.
 +
*'''Project work entry limited by phase'''
 +
Enabled setting limits the maximal number of reported hours that are set on phase level.
 +
*'''limit annual work entry by annual work plan'''
 +
Setting enables limit of available hours for reporting by work plan that is set in personnel cost by individual team memebers.
 +
*'''% project employed'''
 +
Default setting for project employment
 +
** variable (variable number of reported project work by month)
 +
** fixed (fixed value of available hours for reporting in a month).
 +
*'''mandatory entry of a work description'''
 +
Setting enables mandatory entry of field "work description" in work reporting form.
 +
*'''Start date for annual hourly rate'''
 +
If you use monthly salaries for calculation of yearly project hourly rate, you can set starting date.
  
 
== Budget and cost management==
 
== Budget and cost management==
 
Include various fields in the form for cost reporting for the project:
 
Include various fields in the form for cost reporting for the project:
−
* '''CURRENCY''' - currency for cost reporting by various organizations. Default setting is EUR, as set in application settings.
+
* '''CURRENCY''':
−
* '''COST REPORTING BY TASK''' -
+
currency for cost reporting by various organizations. Default setting is EUR, as set in application settings.
−
* '''COST REPORTING - DATE FIELD'''
+
* '''COST REPORTING BY TASK'''
−
* '''COST REPORTING DATE OF SERVICE'''
+
This setting enables linking cost (invoices) to tasks.
−
* '''COST REPORTING - TAX FIELD'''
+
*'''Eligible tax'''
 +
Use this setting to define if TAX (VAT) is eligible cost for each project partner.
 +
* '''COST DATE
 +
includes new field in the form for cost reporting
 +
*'''COST SERVICE DATE '''
 +
includes new field in the form for cost reporting
 +
* '''costs - VAT entry'''
 +
includes new field in the form for cost reporting:
 +
** / no VAT field
 +
** € entry of VAT value
 +
** % entry of VAT % (value is automatically calculated from the value)
  
−
 
+
*'''use of budget'''
−
Project work entry limit
+
Setting enables entry of '''budget''' as a fixed project plan by '''partner''' and '''cost categories'''.  
−
disable work entry before planned start date
+
*'''Partner code'''
−
disable work entry after planned end date
+
Use of codes instead of organization names (PP1, PP2, LP...)
−
+ Precision of work entries (
 
−
+ use of overtime hours
 
−
+ work reporting disabled
 
−
work entry - disable finish
 
−
reporting unit in general time-sheet
 
−
+ PM Value
 
−
+ currency
 
−
costs - link to task
 
−
+ Eligible tax
 
−
cost date
 
−
service date
 
−
costs - VAT entry
 
−
Indicative number of available hours
 
−
Project work entry limited by phase.
 
−
limit annual work entry by annual work plan
 
−
% project employed
 
−
use of budget
 
−
Partner code
 
−
mandatory entry of a work description
 
−
Start date for annual hourly rate
 
−
 
 
−
[[File:Project_settings.png|600 px]]
 

Latest revision as of 14:06, 21 November 2018

Project settings

Changing these settings has impact on work reporting and financial modul of this project.

Project settings.png

Work reporting and timesheet management

  • PROJECT WORK ENTRY LIMIT - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners.
  • disable work entry before planned start date
  • disable work entry after planned end date
  • PRECISION OF WORK ENTRIES

Hours resolution of work reporting (by minute, 15, 30 minutes or by hour). General settings are valid if you have no special project settings.

  • USE OF OVERTIME HOURS

setting permits reporting work on a day with overtime budget entries.

  • WORK REPORTING DISABLED

if project work reporting is disabled, team members report their project work to fill-in time-sheets. However personnel cost is not included in project finance. Personnel costs should be entered as other costs (i.e. invoices).

  • work entry - disable finish

Button "mark done" is removed from work entry form.

  • REPORTING UNIT IN GENERAL TIME-SHEET

Settings for general time-sheet printing and exports time unit: day or hours. 4PM project work reporting (input) is always in hours regardless the setting.

  • PM Value

Formula for calculating work from reported hours to person-month (PM) value. Default setting is 140 hours=1 PM.

  • Indicative number of available hours

Enabled setting calculates available hours for reporting according to financial plan.

  • Project work entry limited by phase

Enabled setting limits the maximal number of reported hours that are set on phase level.

  • limit annual work entry by annual work plan

Setting enables limit of available hours for reporting by work plan that is set in personnel cost by individual team memebers.

  • % project employed

Default setting for project employment

    • variable (variable number of reported project work by month)
    • fixed (fixed value of available hours for reporting in a month).
  • mandatory entry of a work description

Setting enables mandatory entry of field "work description" in work reporting form.

  • Start date for annual hourly rate

If you use monthly salaries for calculation of yearly project hourly rate, you can set starting date.

Budget and cost management

Include various fields in the form for cost reporting for the project:

  • CURRENCY:

currency for cost reporting by various organizations. Default setting is EUR, as set in application settings.

  • COST REPORTING BY TASK

This setting enables linking cost (invoices) to tasks.

  • Eligible tax

Use this setting to define if TAX (VAT) is eligible cost for each project partner.

  • COST DATE

includes new field in the form for cost reporting

  • COST SERVICE DATE

includes new field in the form for cost reporting

  • costs - VAT entry

includes new field in the form for cost reporting:

    • / no VAT field
    • € entry of VAT value
    • % entry of VAT % (value is automatically calculated from the value)
  • use of budget

Setting enables entry of budget as a fixed project plan by partner and cost categories.

  • Partner code

Use of codes instead of organization names (PP1, PP2, LP...)

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