Difference between revisions of "Project costs plan part/en/"
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| − | + | =Cost plan - new = | |
| − | + | [[File:Finance_plan_new.JPG | 500 px |thumb]] | |
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| − | + | Cost plan by | |
| − | + | * project partners, | |
| − | + | * phases (workpackages), | |
| − | + | * cost categories, cost areas | |
| + | * periods, | ||
| + | * by project / phase | ||
| + | * eligible costs, | ||
| + | * % cofinancing.... | ||
| − | + | ==Project finance settings== | |
| − | + | # '''[[Project_periods_com/en/ | project periods]]''' - by project plan, by reporting periods. Set periods in PROJECT / SCORECARD / PERIODS | |
| − | + | # '''[[Project_cofinancing_percents/en/ |level of co-financing]]''' - project plan, application form. Set cofinancing levels in PROJECT / SCORECARD / CO-FINANCING LEVELS | |
| − | + | # '''[[Project_structure/en/|project work plan ]]''' - workpackages - Set workpackages in PROJECT / TASK & MILESTONES (add phase) | |
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| − | + | Possible fields: | |
| − | * | + | * cost description: text field |
| − | * | + | * units: custom drop-down list [[Cost_plan_units/sl/| general]] |
| − | * | + | * eligible cost by unit, |
| + | * number of units, | ||
| + | * eligible cost (net), | ||
| + | * ''% VAT, '' | ||
| + | * total cost (gross) | ||
| + | * ineligible cost (VAT) (value) | ||
| + | * % co-financing: project custom setting [[Project_cofinancing_percents/en/ | 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 [[Project_periods_part/sl/ | period]], by cost area (if enabled) | ||
| − | + | ==How to edit finance plan== | |
| + | [[File:New_entry_in_plan.JPG |500 px |thumb]] | ||
| − | *''' | + | ===New line === |
| − | + | * click button '''ENTER''' | |
| − | + | * Fill-in empty cells in the line. | |
| − | + | * confirm entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel entry [[file: 4.7.ikonaRdecKrizec.jpg]] | |
| − | === | + | === Edit table === |
| + | [[File:New_entry_in_plan_empty_line.JPG | 500 px | thumb]] | ||
| + | Each line can be deleted (if there are no bound entries), edited or copied: | ||
| + | *'''editing''': click icon [[Image:2.2.2.ikonaSvincnik.jpg]] or'''double click''' on the line, | ||
| + | * edit cells | ||
| + | * 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. | ||
| + | *'''copy''' - select a line and click '''COPY''', edit copy [[Image: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) == | |
| − | + | [[File:Indirect_cost_plan.JPG |500px|thumb]] | |
| − | + | 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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Latest revision as of 11:56, 15 December 2017
Cost plan - new
Cost plan by
- project partners,
- phases (workpackages),
- cost categories, cost areas
- periods,
- by project / phase
- eligible costs,
- % cofinancing....
Project finance settings
- project periods - by project plan, by reporting periods. Set periods in PROJECT / SCORECARD / PERIODS
- level of co-financing - project plan, application form. Set cofinancing levels in PROJECT / SCORECARD / CO-FINANCING LEVELS
- project work plan - workpackages - Set workpackages in PROJECT / TASK & MILESTONES (add phase)
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 line
- click button ENTER
- Fill-in empty cells in the line.
- confirm entry by clicking
or cancel entry 
Edit table
Each line can be deleted (if there are no bound entries), edited or copied:
- editing: click icon
ordouble click on the line, - edit cells
- confirm or cancel . 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 .
- 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)
4PM calculates value of indirect cost by formula:
- % of value of planned cost
Indirect cost can be planned by organization and phase/project.
