Difference between revisions of "Project costs view fp7/en/"

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(Created page with "=Summary overviews cost plan and cost= Overview integrates '''[http://help.4pm.si/index.php/project_costs_plan_com/en/ cost plan]''' in '''[http://help.4pm.si/index.php/Project_c...")
 
 
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=Summary overviews cost plan and cost=
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=Incomes=
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Overview integrates '''[http://help.4pm.si/index.php/project_costs_plan_com/en/ cost plan]''' in '''[http://help.4pm.si/index.php/Project_costs_com/en/ assembled costs]'''by projects and.  
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Project (phase) incomes are entered in tab '''FINANCE / INCOMES'''. Income state contains income inflows (actual payments), for detail of date and value of the inflow use mouse-over.
  
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Cost plan and assembled costs can be monitored in multi-dimensional tables. To prepare an overview select categories: phase (work package), task and cost type.
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[[file:4.2.3.Prihodki.jpg|700px]]
  
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'''First table''' contains cumulative numbers by selected categories. Following tables shoy analytics by third choice (not obligatory).
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Incomes are invoices, co-financed incomes.
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Incomes influence project money current. It can be planned in tab '''CASH FLOW'''.
  
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The table contains funds available, according to cost plan.
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[[file:4.2.3VpisPrihodka.jpg|450px]]
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Red numbers - over budget, or budget in value 0. To see plan details and costs, use mouse-over.
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==Inflows - payments==
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To enter inflow to income:
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# click edit [[image: 2.2.2.ikonaSvincnik.jpg‎]] to open income pop-up.
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# In side tab '''INFLOWS''' enter date and value of the inflow and ADD.
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# Save.
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[[file:4.2.3VpisPriliva.jpg|450px]]
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===Tips===
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* Income type, cost type, cost field are set in tab General / Finance.
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* Internal and budget project type do not have incomes tab.
  
 
==Time filters==
 
==Time filters==

Latest revision as of 10:52, 17 July 2013

Incomes

Project (phase) incomes are entered in tab FINANCE / INCOMES. Income state contains income inflows (actual payments), for detail of date and value of the inflow use mouse-over.

4.2.3.Prihodki.jpg

Incomes are invoices, co-financed incomes. Incomes influence project money current. It can be planned in tab CASH FLOW.

4.2.3VpisPrihodka.jpg

Inflows - payments

To enter inflow to income:

  1. click edit 2.2.2.ikonaSvincnik.jpg to open income pop-up.
  2. In side tab INFLOWS enter date and value of the inflow and ADD.
  3. Save.

4.2.3VpisPriliva.jpg

Tips

  • Income type, cost type, cost field are set in tab General / Finance.
  • Internal and budget project type do not have incomes tab.

Time filters

To use time filter, select check box date filter. Assembled cost overview can be set to various time frames with the use of time filters' on the top. To set default project overview click 4.2.8.ikonaKljuc.jpg to select:

  • by month (calendar)
  • by project periods (set in SCORECARD)
  • custom
  • default overview is the project duration.

When you move from tab to tab, set time frames stay the same.

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