Difference between revisions of "Project costs plan cofin/en/"

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(Created page with "=Cost plan - new = Cost plan by * project partners, * phases (workpackages), * cost categories, cost areas * periods, * by project / phase * eligible costs, * % cofinancing...")
 
 
(18 intermediate revisions by the same user not shown)
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=Cost plan - new =
 
=Cost plan - new =
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[[File:Finance_plan_new.JPG | 500 px |thumb]]
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Cost plan by
 
Cost plan by
 
* project partners,  
 
* project partners,  
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* ''cost area''
 
* ''cost area''
  
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[[File:Plan_nov.JPG | 450 px]]
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:'''View''' content of rows and culumbs.
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:'''Filters''': by organization, by [[Project_periods_part/sl/ | period]], by cost area (if enabled)
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*'''pregled''' določa obliko tabele - vsebino vrstic in stolpcev.
 
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*'''filtri''' določajo prikaz stolpcev v tabeli:
 
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** organizacija, v ekipi na projektu
 
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** [[Project_periods_part/sl/ | obdobje ]]
 
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** stroškovno področje (odvisno od tipa projekta)
 
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==Urejanje tabele==
 
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===Vnos nove vrstice===
 
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* klik na gum '''VNESI'''
 
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* v tabeli se odpre prazna vrstica, v katero vpišemo manjkajoče podatke ali izberemo iz spustnih seznamov.
 
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* ko končamo z vnosom podatkov, potrdimo s klikom na ikono [[file: 4.2.9.ikonaKljukcaZelena.jpg]] ali prekličemo s klikom na ikono [[file: 4.7.ikonaRdecKrizec.jpg]]
 
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[[File:Plan_strošek_prazno.JPG | 450 px]]
 
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=== Urejanje tabele ===
 
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Vrstice v tabeli lahko brišemo (če nimajo vezanih zapisov), urejamo in kopiramo:
 
  
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*'''urejanje vrstice''': vrstico odpremo za urejanje s klikom na [[Image:2.2.2.ikonaSvincnik.jpg]] ali '''dvoklik''' na polje v tabeli
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==How to edit finance plan==
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* uredimo posamezne celice
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[[File:New_entry_in_plan.JPG |500 px |thumb]]
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* potrdimo [[Image:4.2.9.ikonaKljukcaZelena.jpg]] ali prekličemo [[Image:4.7.ikonaRdecKrizec.jpg]]. Aplikacija preveri, ali so izpolnjena vsa obvezna polja. Manjkajoče podatke 4PM označi z rdečo barvo in ne dovoli, da bi shranili zapis.
 
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*'''kopija''' obstoječe vrstico: označimo in kliknemo '''KOPIRAJ''', kopijo uredimo [[Image:2.2.2.ikonaSvincnik.jpg]].
 
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*'''brisanje''': najprej označimo in kliknemo '''BRIŠI'''.
 
  
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[[ File:Plan_strošek_urejanje.JPG | 450 px]]
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===New line ===
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* click button '''ENTER'''
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* Fill-in empty cells in the line.
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* confirm entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel entry [[file: 4.7.ikonaRdecKrizec.jpg]]
  
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=== Pomembno! ===
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=== Edit table ===
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Če zapis (vrstica) v planu stroškov vsebuje povezane zapise, je ne moremo brisati (ali urejati). Povezani zapisi k zapisom v planu stroškov nastanejo, ko:  
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[[File:New_entry_in_plan_empty_line.JPG | 500 px | thumb]]
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*vpišemo realiziran strošek (realizirani stroški organizacij)<br>
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Each line can be deleted (if there are no bound entries), edited or copied:
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*nalogi določimo, na katero stroškovno področje se bodo nanašale vpisane ure (stroški zaposlenih, potni stroški).
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*'''editing''': click icon [[Image:2.2.2.ikonaSvincnik.jpg]] or'''double click''' on the line,
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* edit cells
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* confirm[[Image:4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[Image:4.7.ikonaRdecKrizec.jpg]]. 4PM checks if all requred fields are filled in. Missing entries are coloured red and entry cannot be saved.
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*'''copy''' - select a line and click '''COPY''', edit copy [[Image:2.2.2.ikonaSvincnik.jpg]].
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*'''delete''': select a line and click '''DELETE'''.  
  
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== Pavšalni stroški (overheads) ==
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=== IMPORTANT! ===
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Na projektu (ali fazi) lahko planiramo '''pavšalne stroške'''. 4PM izračuna vrednost režijskih stroškov glede na vnaprej določen način izračuna. Izbiramo lahko med 3 načini izračunov:
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If any line has bound records it cannot be deleted or edited. Bound records occur when:
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* you enter cost in tab cost
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* or enter task for personnel cost.
  
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* Odstotek vrednosti stroškov –&nbsp;%
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== Indirect cost (overheads) ==
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* Koeficient vpisanih ur – v €
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[[File:Indirect_cost_plan.JPG |500px|thumb]]
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* Fiksna vrednosti – v €
 
  
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Pri kompleksnih projektih lahko planiramo in spremljamo dinamične režijske stroške tudi za vsako '''organizacijo''' in '''fazo'''. Dinamične režijske stroške spremljamo v zavihku REALIZIRANI STROŠKI, REALIZACIJA PLANA, upoštevani pa so tudi v vseh skupnih izračunih stroškov na projektu.
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4PM calculates value of indirect cost by formula:
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* % of value of planned cost 
  
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''Kompleksni projekti: Partnerski, (eVsebine, RIP projekti).''
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Indirect cost can be planned by organization and phase/project.
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[http://help.4pm.si/index.php/Project_costs_plan_com/sl/ Enostavni in napredni finančni plan]
 

Latest revision as of 15:33, 19 February 2016

Cost plan - new

Finance plan new.JPG

Cost plan by

  • project partners,
  • phases (workpackages),
  • cost categories, cost areas
  • periods,
  • by project / phase
  • eligible costs,
  • % cofinancing....

Project finance settings

  1. project periods - by project plan, by reporting periods
  2. level of co-financing - project plan, application form
  3. project work plan - workpackages

Possible fields:

  • cost description: text field
  • units: custom drop-down list general
  • eligible cost by unit,
  • number of units,
  • eligible cost (net),
  • % VAT,
  • total cost (gross)
  • ineligible cost (VAT) (value)
  • % co-financing: project custom setting scorecard – co-financing
  • co-financing amount (value)
  • own contribution: difference between co-financing level and ineligible costs (value)
  • cost type
  • cost area
View content of rows and culumbs.
Filters: by organization, by period, by cost area (if enabled)

How to edit finance plan

New entry in plan.JPG

New line

  • click button ENTER
  • Fill-in empty cells in the line.
  • confirm entry by clicking 4.2.9.ikonaKljukcaZelena.jpg or cancel entry 4.7.ikonaRdecKrizec.jpg

Edit table

New entry in plan empty line.JPG

Each line can be deleted (if there are no bound entries), edited or copied:

  • editing: click icon 2.2.2.ikonaSvincnik.jpg ordouble click on the line,
  • edit cells
  • confirm4.2.9.ikonaKljukcaZelena.jpg or cancel 4.7.ikonaRdecKrizec.jpg. 4PM checks if all requred fields are filled in. Missing entries are coloured red and entry cannot be saved.
  • copy - select a line and click COPY, edit copy 2.2.2.ikonaSvincnik.jpg.
  • delete: select a line and click DELETE.

IMPORTANT!

If any line has bound records it cannot be deleted or edited. Bound records occur when:

  • you enter cost in tab cost
  • or enter task for personnel cost.

Indirect cost (overheads)

Indirect cost plan.JPG

4PM calculates value of indirect cost by formula:

  • % of value of planned cost

Indirect cost can be planned by organization and phase/project.

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