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

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== 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.  
  
 
== 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)
  
  
−
Project work entry limit
 
−
disable work entry before planned start date
 
−
disable work entry after planned end date
 
−
+ 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]]
 
[[File:Project_settings.png|600 px]]

Revision as of 13:48, 21 November 2018

Project settings

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.

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)


Project settings.png

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