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

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(Created page with "=Cost plan= Cost plan should be made for each project. Cost can be distributed among various cost types. ''valid for commercial, internal, budget, RD, studies, EU projects.'' ...")
 
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* '''Advanced plan''' (table) - the use is suitable for more complex projects: last longer (more months, years), have more than one partner. Various categories can be used to plan:
 
* '''Advanced plan''' (table) - the use is suitable for more complex projects: last longer (more months, years), have more than one partner. Various categories can be used to plan:
 
**'''[http://help.4pm.si/index.php/Project_periods_com/en/ periods]''': periods must be set in advance (!) in scorecard (year, month, quarter). In this case, each cost type has a time plan, when it will occur. This method of planning is appropriate for longer projects, with variable cost dynamic through project life-cycle. If cost type has equal costs in all periods, then select all periods from-to. If cost type has different value in each period, than each period is in own row.
 
**'''[http://help.4pm.si/index.php/Project_periods_com/en/ periods]''': periods must be set in advance (!) in scorecard (year, month, quarter). In this case, each cost type has a time plan, when it will occur. This method of planning is appropriate for longer projects, with variable cost dynamic through project life-cycle. If cost type has equal costs in all periods, then select all periods from-to. If cost type has different value in each period, than each period is in own row.
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**'''organizations''' - if project participants come from various organizations (i.e., subcontractors, suppliers, partners).
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**'''indirect costs''' (overheads) - various possibilities
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* '''Napredno planiranje''' (tabela) - Primerno je za kompleksne projekte, ki trajajo dalj časa (več mesecev), na projektu je udeleženih več partnerjev. Pri planiranju lahko poljubno uporabimo kategorije:
 
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**'''[http://help.4pm.si/index.php/Project_periods_com/sl/ po obdobjih]''': obdobja (leto, mesec, kvartal) poljubno določimo v izkaznici projekta pred izdelavo finančnega plana (!). V tem primeru, vsaki vrsti stroška načrtujemo obdobje, v katerem bo realiziran. Ta način planiranja je primeren za daljše projekte, ki imajo skozi življenjski cikel različno dinamiko nastajanja stroškov. Če je strošek enak v vseh obdobjih, označimo različna obdobje od in do. Če se strošek razlikuje po obdobjih, potem je vsako obdobje v svoji vrstici. Obdobje od-do je enako.''
 
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**'''po organizacijah''': - če na projektu sodelujejo različne organizacije, ki imajo vsaka svoj finančni plan: stroške evidentiramo za posamezne podizvajalce oz. dobavitelje.
 
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**dinamičnih režijskih stroških - različne možnosti.
 
  
 
[[file:4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg|600px|]]
 
[[file:4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg|600px|]]

Revision as of 14:25, 28 June 2013

Cost plan

Cost plan should be made for each project. Cost can be distributed among various cost types.

valid for commercial, internal, budget, RD, studies, EU projects.

Cost planning setting

  • Simple plan (list) - default cost plan setting by cost type. Project has single period (duration of the project), costs can be planned only for one organization (project contractor), dynamic overheads cannot be planned. If project phases are added after the financial plan is done, then phase inherits planned cost types.
  • Advanced plan (table) - the use is suitable for more complex projects: last longer (more months, years), have more than one partner. Various categories can be used to plan:
    • periods: periods must be set in advance (!) in scorecard (year, month, quarter). In this case, each cost type has a time plan, when it will occur. This method of planning is appropriate for longer projects, with variable cost dynamic through project life-cycle. If cost type has equal costs in all periods, then select all periods from-to. If cost type has different value in each period, than each period is in own row.
    • organizations - if project participants come from various organizations (i.e., subcontractors, suppliers, partners).
    • indirect costs (overheads) - various possibilities

4.2.1.spremembaVKompleksniObdobjeOrganizacije.jpg

Enostaven plan stroškov

  • izberemo, ali želimo načrtovati stroške po projektu ali po fazah.
  • v seznamu izberemo tip stroška,
  • vpišemo planirani znesek stroška in
  • vnos potrdimo.

4.2.1.planStroskovEnostaven.jpg

Pomembno

  • Skupen plan stroškov sešteje vse planirane stroške na nivoju projekta in posameznih faz.
  • Potne stroške moramo načrtovati vnaprej. To je predpogoj za vpisovanje stroškov kilometrine na projekt.
  • Stroški zaposlenih so sistemski zapis, ki je povezan z aktivnostmi, poročanjem o delu. Če želimo načrtovati aktivnosti na projektu (naloge, mejnike), morajo biti v finančnem planu projekta (oz. faze), lahko je vrednost 0 €.
  • Faze morajo biti predhodno načrtovane. Če faze vključimo kasneje, se načrtovani tipi stroškov podedujejo iz nadrejene faze/projekta. Skupna vrednost plana ne spremeni, saj je višina podedovanih stroškov na novih faza enaka 0 €.

Ko planiramo stroške evropskih projektov, je logika planiranja stroškov enaka. Izpolnimo še:

  • stroškovno področje,
  • upravičeni stroški in
  • povrnjeni stroški.

S pravilnim planiranjem stroškov bo tudi spremljanje finančne realizacije enostavno.

4.2.1.planStroskovKompleksnObdobjeOrganicacije.jpg

Namigi za urejanje tabele *Če želimo urejati vpisan strošek, ga odpremo s klikom na ikono svinčnik 2.2.2.ikonaSvincnik.jpg.

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