Difference between revisions of "Project costs plan fp7/en/"
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| − | + | =Cost plan - projects FP7 = | |
Complex cost plan includes various levels of financial planning by: | Complex cost plan includes various levels of financial planning by: | ||
* project partners | * project partners | ||
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* cost type | * cost type | ||
| − | + | ==New cost entry== | |
* click '''ENTER''' | * click '''ENTER''' | ||
* at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list | * at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list | ||
* confirm the entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[file: 4.7.ikonaRdecKrizec.jpg]] | * confirm the entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[file: 4.7.ikonaRdecKrizec.jpg]] | ||
| − | + | == Cost table editing == | |
Lines of the table can be deleted or edited if there are no bound records: | Lines of the table can be deleted or edited if there are no bound records: | ||
*'''edit''': click [[Image:2.2.2.ikonaSvincnik.jpg]], edit cells and confirm changes [[Image:4.2.9.ikonaKljukcaZelena.jpg]] or cancel changes [[Image:4.7.ikonaRdecKrizec.jpg]]. All requred fields must be filled-in. Missing entries are marked with red colour. | *'''edit''': click [[Image:2.2.2.ikonaSvincnik.jpg]], edit cells and confirm changes [[Image:4.2.9.ikonaKljukcaZelena.jpg]] or cancel changes [[Image:4.7.ikonaRdecKrizec.jpg]]. All requred fields must be filled-in. Missing entries are marked with red colour. | ||
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*'''line order''': select line and use buttons '''ˇ''' in '''^'''. | *'''line order''': select line and use buttons '''ˇ''' in '''^'''. | ||
| − | + | === Important! === | |
There are bound records, if: | There are bound records, if: | ||
* planned cost has entered actual cost in tab ASSEMBLED COSTS (organization+cost type+cost area+work package+activity+period) | * planned cost has entered actual cost in tab ASSEMBLED COSTS (organization+cost type+cost area+work package+activity+period) | ||
Latest revision as of 10:47, 17 July 2013
Cost plan - projects FP7
Complex cost plan includes various levels of financial planning by:
- project partners
- work packages (phase)
- cost categories (cost types, cost areas)
- various periods (reporting period, yearly, quarterly reports...)
- project totals, totals by work-packages, activities...
Before entering cost plan you should:
- set project periods (project plan, plan for reporting...)
- levels of cop-financing
- enter activity plan by phases (workpackages) and tasks
Complex cost table includes fields:
- cost description - text field for cost description
- unit - general unit list (edited in tab General)
- eligible cost per unit (net),
- units,
- eligible cost (net): costs per unit
- % VAT - numeric field (if not applicable, enter 0)
- total cost (gross) - automatic
- ineligible expenditure (VAT) - automatic
- level of co-financing - set in tab PROJECT SCORECARD / CO-FINANCING
- co-financing amount - automatic
- private contribution - automatic
- organization - project partner cost plan
- phase (work package),
- periods from-to
- cost type
New cost entry
- click ENTER
- at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list
- confirm the entry by clicking
or cancel 
Cost table editing
Lines of the table can be deleted or edited if there are no bound records:
- edit: click
, edit cells and confirm changes or cancel changes . All requred fields must be filled-in. Missing entries are marked with red colour. - copy: select existing line and click COPY, edit if necessary .
- delete: select line and click DELETE.
- line order: select line and use buttons ˇ in ^.
Important!
There are bound records, if:
- planned cost has entered actual cost in tab ASSEMBLED COSTS (organization+cost type+cost area+work package+activity+period)
- personnel cost & travel costs have planned activities
Indirect costs (overheads)
Project or phase can have planned indirect costs (overheads). 4PM calculates value of indirect cost by predefined formulas:
- % of all cost
- hours coefficient mode
- fixed value
Complex projects can have planned and monitored indirect cost by organization (project partner) and by phase (work package).
