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

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* 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]]
  
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=== Urejanje tabele ===
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=== Cost table editing ===
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Lines of the table can be deleted or edited if there are no bound records:
  
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Vrstice v tabeli lahko brišemo (če nimajo vezanih zapisov), urejamo in kopiramo:
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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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*'''urejanje vrstice''': vrstico odpremo za urejanje s klikom na [[Image:2.2.2.ikonaSvincnik.jpg]], uredimo posamezne celice in potrdimo s klikom na ikono [[Image:4.2.9.ikonaKljukcaZelena.jpg]] ali prekličemo s klikom na ikono [[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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*'''vrstni red''': označimo in uporabimo gumba '''ˇ''' in '''^'''.
 
  
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==== Pomembno! ====
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*'''copy''': select existing line and click '''COPY''', edit if necessary [[Image:2.2.2.ikonaSvincnik.jpg]].
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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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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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==== Important! ====
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There are bound records, if:
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*vpišemo realiziran strošek (realizirani stroški organizacij)<br>
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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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*nalogi določimo, na katero stroškovno področje se bodo nanašale vpisane ure (stroški zaposlenih, potni stroški).
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* personnel cost & travel costs have planned activities
  
 
=== Dinamični režijski stroški (overheads) ===
 
=== Dinamični režijski stroški (overheads) ===

Revision as of 15:47, 28 June 2013

Cost plan - complex projects

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:

  1. set project periods (project plan, plan for reporting...)
  2. levels of cop-financing
  3. enter activity plan by phases 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
  • 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), activities - phases and tasks of project, use if necessary
  • month from-to
  • period from-to
  • costs field
  • 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 4.2.9.ikonaKljukcaZelena.jpg or cancel 4.7.ikonaRdecKrizec.jpg

Cost table editing

Lines of the table can be deleted or edited if there are no bound records:

  • edit: click the icon 2.2.2.ikonaSvincnik.jpg, edit cells and confirm changes 4.2.9.ikonaKljukcaZelena.jpg or cancel changes 4.7.ikonaRdecKrizec.jpg. All requred fields must be filled-in. Missing entries are marked with red colour.


  • copy: select existing line and click COPY, edit if necessary 2.2.2.ikonaSvincnik.jpg.
  • 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

Dinamični režijski stroški (overheads)

Na projektu (ali fazi) lahko planiramo dinamične režijske stroške. 4PM izračuna vrednost režijskih stroškov glede na vnaprej določen način izračuna. Izbiramo lahko med 3 načini izračunov:

  • Odstotek vrednosti stroškov – %
  • Koeficient vpisanih ur – v €
  • Fiksna vrednosti – v €

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.

Kompleksni projekti: Partnerski, (eVsebine, RIP projekti).

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