Project costs com/en/
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.
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.
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 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).