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

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==Cost plan - complex projects ==
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=Cost plan - new =
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Complex cost plan includes various levels of financial planning by:
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[[File:Finance_plan_new.JPG | 500 px |thumb]]
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* project partners
 
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* work packages (phase)
 
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* cost categories (cost types, cost areas)
 
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* various periods (reporting period, yearly, quarterly reports...)
 
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* project totals, totals by work-packages, activities...
 
  
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Before entering cost plan you should:
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Cost plan by
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# set project periods (project plan, plan for reporting...)
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* project partners,
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# levels of cop-financing
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* phases (workpackages),
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# enter activity plan by phases and tasks
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* cost categories, cost areas
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* periods,
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* by project / phase
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* eligible costs,
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* % cofinancing....
  
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Complex cost table includes fields:
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==Project finance settings==
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* cost description - text field for cost description
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# '''[[Project_periods_com/en/ | project periods]]''' - by project plan, by reporting periods. Set periods in PROJECT / SCORECARD / PERIODS
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* unit  - general unit list (edited in tab General)
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# '''[[Project_cofinancing_percents/en/ |level of co-financing]]''' - project plan, application form. Set cofinancing levels in PROJECT / SCORECARD / CO-FINANCING LEVELS
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* eligible cost per unit (net), units, * eligible cost (net): costs per unit
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# '''[[Project_structure/en/|project work plan ]]''' - workpackages - Set workpackages in PROJECT / TASK & MILESTONES (add phase)
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* % VAT - numeric field
 
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* total cost (gross) - automatic
 
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* ineligible expenditure (VAT)  - automatic
 
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* level of co-financing - set in tab PROJECT SCORECARD / CO-FINANCING
 
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* co-financing amount - automatic
 
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* private contribution - automatic
 
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* organization - project partner cost plan
 
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* phase (work package), activities - phases and tasks of project, use if necessary
 
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* month from-to
 
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* period from-to
 
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* costs field
 
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* cost type
 
  
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===New cost entry===
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Possible fields:
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* click '''ENTER'''
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* cost description: text field
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* at the bottom of the table, new empty line in edit mode appears. Enter missing fields, select from drop-down list
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* units: custom drop-down list [[Cost_plan_units/sl/| general]]
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* confirm the entry by clicking [[file: 4.2.9.ikonaKljukcaZelena.jpg]] or cancel [[file: 4.7.ikonaRdecKrizec.jpg]]
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* eligible cost by unit,
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* number of units,
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* eligible cost (net),
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* ''% VAT, ''
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* total cost (gross)
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* ineligible cost (VAT) (value)
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* % co-financing: project custom setting [[Project_cofinancing_percents/en/ | scorecard – co-financing]]
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* co-financing amount (value)
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* own contribution: difference between co-financing level and ineligible costs (value)
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* cost type
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* ''cost area''
  
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=== Cost table editing ===
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:'''View''' content of rows and culumbs.
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Lines of the table can be deleted or edited if there are no bound records:
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:'''Filters''': by organization, by [[Project_periods_part/sl/ | period]], by cost area (if enabled)
  
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*'''edit''': click the icon [[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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==How to edit finance plan==
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*'''copy''': select existing line and click '''COPY''', edit if necessary [[Image:2.2.2.ikonaSvincnik.jpg]].
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[[File:New_entry_in_plan.JPG |500 px |thumb]]
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*'''delete''': select line and click '''DELETE'''.
 
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*'''line order''': select line and use buttons '''ˇ''' in '''^'''.
 
  
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==== Important! ====
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===New line ===
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There are bound records, if:
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* click button '''ENTER'''
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* planned cost has entered actual cost in tab ASSEMBLED COSTS (organization+cost type+cost area+work package+activity+period)
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* Fill-in empty cells in the line.
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* personnel cost & travel costs have planned activities
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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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=== Indirect costs (overheads) ===
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=== Edit table ===
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Project or phase can have planned ''' indirect costs (overheads)'''. 4PM calculates value of indirect cost by predefined formulas:
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[[File:New_entry_in_plan_empty_line.JPG | 500 px | thumb]]
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* % of all cost
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Each line can be deleted (if there are no bound entries), edited or copied:
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* hours coefficient mode
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*'''editing''': click icon [[Image:2.2.2.ikonaSvincnik.jpg]] or'''double click''' on the line,
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* fixed value
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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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Complex projects can have planned and monitored indirect cost by organization (project partner) and by phase (work package).
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=== IMPORTANT! ===
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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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''Complex projects: Partner''
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== Indirect cost (overheads) ==
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[[File:Indirect_cost_plan.JPG |500px|thumb]]
  
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[[http://help.4pm.si/index.php/Project_costs_plan_com/en/ Enostavo in napredno planiranje financ]]
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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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Indirect cost can be planned by organization and phase/project.

Latest revision as of 11:56, 15 December 2017

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. Set periods in PROJECT / SCORECARD / PERIODS
  2. level of co-financing - project plan, application form. Set cofinancing levels in PROJECT / SCORECARD / CO-FINANCING LEVELS
  3. 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 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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