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

• 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).