Difference between revisions of "Project incomes com/en/"

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=Incomes=
 
=Incomes=
 
 
Project (phase) incomes are entered in tab '''FINANCE / INCOMES'''. Income state contains income inflows (actual payments), for detail of date and value of the inflow use mouse-over.
 
Project (phase) incomes are entered in tab '''FINANCE / INCOMES'''. Income state contains income inflows (actual payments), for detail of date and value of the inflow use mouse-over.
  
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[[file:4.2.3VpisPrihodka.jpg|450px]]
 
[[file:4.2.3VpisPrihodka.jpg|450px]]
 
  
 
==Inflows - payments==
 
==Inflows - payments==
To enter inflow to income, click edit [[image: 2.2.2.ikonaSvincnik.jpg‎]] to open income pop-up. In side tab '''INFLOWS''' enter date and value of the inflow.
+
To enter inflow to income:
 
+
# click edit [[image: 2.2.2.ikonaSvincnik.jpg‎]] to open income pop-up.  
 +
# In side tab '''INFLOWS''' enter date and value of the inflow and ADD.
 +
# Save.
 
[[file:4.2.3VpisPriliva.jpg|450px]]
 
[[file:4.2.3VpisPriliva.jpg|450px]]
 
   
 
   
 
===Tips===
 
===Tips===
* income type, cost type, cost field are set in tab General / Finance.
+
* Income type, cost type, cost field are set in tab General / Finance.
 
* Internal and budget project type do not have incomes tab.
 
* Internal and budget project type do not have incomes tab.
  
 +
==Time filters==
 +
To use time filter, select check box '''date filter'''.
 +
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.
  
===Uporaba časovnih filtrov===
+
When you move from tab to tab, set time frames stay the same.
Pregled poljubno sortiramo in filtriramo, pregledujemo. S klikom na ikono [[File:4.2.8.ikonaKljuc.jpg‎]] nastavimo časovni filter:
 
* po (koledarskih) mesecih
 
* poljubno obdobje, ki ga določimo sami
 
* po obdobjih projekta, če so ta vnaprej določena
 
* samodejno - celo trajanje projekta.
 
 
 
Če se premikamo po zavihkih znotraj modula finance, se nastavljene nastavitve ohranjajo (prenašajo).
 

Latest revision as of 10:25, 1 July 2013

Incomes

Project (phase) incomes are entered in tab FINANCE / INCOMES. Income state contains income inflows (actual payments), for detail of date and value of the inflow use mouse-over.

4.2.3.Prihodki.jpg

Incomes are invoices, co-financed incomes. Incomes influence project money current. It can be planned in tab CASH FLOW.

4.2.3VpisPrihodka.jpg

Inflows - payments

To enter inflow to income:

  1. click edit 2.2.2.ikonaSvincnik.jpg to open income pop-up.
  2. In side tab INFLOWS enter date and value of the inflow and ADD.
  3. Save.

4.2.3VpisPriliva.jpg

Tips

  • Income type, cost type, cost field are set in tab General / Finance.
  • Internal and budget project type do not have incomes tab.

Time filters

To use time filter, select check box date filter. 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 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.