Difference between revisions of "Project other financial events int/en/"

From Help.4pm
Jump to navigationJump to search
(Created page with "=Other= 4PM supports monitoring of special financial events that do not have direct impact on financial state of the project (guarantees, outflows, revenues...). In the tab '''O...")
 
Line 5: Line 5:
 
# Click add to open form.
 
# Click add to open form.
 
# select : PROJECT OR PHASE
 
# select : PROJECT OR PHASE
* TYPE
+
# TYPE - a list is set in GENERAL / FINANCE / OTHER
* DEBITOR  
+
# DEBITOR  
* DOCUMENT ID
+
# DOCUMENT ID and DATE OF THE DOCUMENT
* DATE OF THE DOCUMENT
 
 
* DUE DATE
 
* DUE DATE
 
* VALUE  
 
* VALUE  

Revision as of 11:43, 1 July 2013

Other

4PM supports monitoring of special financial events that do not have direct impact on financial state of the project (guarantees, outflows, revenues...). In the tab OTHER this financial events can be entered, for later project analysis.

  1. Click add to open form.
  2. select : PROJECT OR PHASE
  3. TYPE - a list is set in GENERAL / FINANCE / OTHER
  4. DEBITOR
  5. DOCUMENT ID and DATE OF THE DOCUMENT
  • DUE DATE
  • VALUE
  • add description *

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.