Project costs com/en/

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Project cost

4PM supports 3 types of cost monitoring:

  • Organization costs - external costs (i.e subcontractors, suppliers, external co-workers)
  • Peronnel costs - costs of our team members, directly connected to actual project work. The basis for the calculation is hourly fee and number of hours of work.
  • Indirect cost - overheads - calculation based on the calculation mode that is set in cost plan.

4.2.3.realiziraniStroski.jpg

Organization costs

Are entered in tab FINANCE / ASSEMBLED COSTS

  • click ADD under the table to open a form
  • set if new entry is project or phase cost
  • select cost type (connected to cost plan - only planned cost types can be selected)
  • enter PAYER and COST HOLDER
  • select task
  • enter DOCUMENT DATE and NUMBER
  • enter DATE OF SERVICE and PAYMENT DATE
  • enter the cost VALUE
  • enter cost DESCRIPTION (text field)
  • attach a document if necessary (copy of the invoice, contract). The document you upload here, is in the folder DOCUMENTS / FINANCE.

Complex (co-funded) projects

Form for cost entry has additional fields that are required for more detailed cost monitoring for the purpose of reporting:

  • cost field - set in cost plan
  • NET VALUE
  • EXCHANGE RATE
  • VALUE
  • TAX (%) (value added tax)
  • GROSS VALUE (EUR)
  • GROSS VALUE
  • VALUE REPORTED IN ORIGINAL CURRENCY (EUR)
  • VALUE REPORTED

Personnel costs - other

  • When you enter a cost that is connected to team member you need to connect a cost with a task. This is possible if selected team member has allocated task.
  • Mark if a person is entitled to cost reimbursement.

4.5.3.2 RealiziraniStroski.jpg

Stroški oseb

Med realiziranimi stroški so tudi stroški dela – stroški oseb - ure, ki nastanejo z vnosom opravljenih ur na nalogah, osnova za izračun pa je urna postavka, ki jo ima posameznik v obdobju, ko je bilo delo opravljeno.

Pomembno

Če uporabnik nima omogočeno, da vidi urne postavke, potem ne more videti tudi analitičnih vpisov stroškov dela, vidi samo podatek o številu ur, ki so jih uporabniki vpisali na določen dan.

Posebej so zbrani stroški oseb, ki se nanašajo na službene poti - kilometrine, ki so povezane s projekti. Tudi teh stroškov ni potrebno posebej evidentirati, saj jih vnaša vsak uporabnik 4PM sam, v MOJ 4PM / VNOS DELA IN STROŠKOV ali z izpolnjevanjem POTNIH NALOGOV (samo likvidirani potni nalogi).

Časovni filtri

Pregled poljubno sortiramo in filtriramo, pregledujemo. S klikom na ikono 4.2.8.ikonaKljuc.jpg nastavimo časovni filter, ki vpliva na vse poglede v zavihku Finance:

  • 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).