Difference between revisions of "Project settings part/en/"
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=Project settings= | =Project settings= | ||
| + | '''Changing these settings has impact on work reporting and financial modul of this project.''' | ||
| + | [[File:Project_settings.png|600 px|right]] | ||
== Work reporting and timesheet management== | == Work reporting and timesheet management== | ||
*'''PROJECT WORK ENTRY LIMIT''' - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners. | *'''PROJECT WORK ENTRY LIMIT''' - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners. | ||
| − | * '''PRECISION OF WORK ENTRIES''' | + | *'''disable work entry before planned start date''' |
| − | * '''USE OF OVERTIME HOURS''' | + | *'''disable work entry after planned end date''' |
| − | * '''WORK REPORTING DISABLED''' | + | * '''PRECISION OF WORK ENTRIES''' |
| − | * '''REPORTING UNIT IN GENERAL TIME-SHEET''' | + | Hours resolution of work reporting (by minute, 15, 30 minutes or by hour). General settings are valid if you have no special project settings. |
| + | * '''USE OF OVERTIME HOURS''' | ||
| + | setting permits reporting work on a day with overtime budget entries. | ||
| + | * '''WORK REPORTING DISABLED''' | ||
| + | if project work reporting is disabled, team members report their project work to fill-in time-sheets. However personnel cost is not included in project finance. | ||
| + | Personnel costs should be entered as other costs (i.e. invoices). | ||
| + | *'''work entry - disable finish''' | ||
| + | Button "mark done" is removed from work entry form. | ||
| + | * '''REPORTING UNIT IN GENERAL TIME-SHEET''' | ||
| + | Settings for general time-sheet printing and exports time unit: day or hours. 4PM project work reporting (input) is always in hours regardless the setting. | ||
| + | *'''PM Value''' | ||
| + | Formula for calculating work from reported hours to person-month (PM) value. Default setting is 140 hours=1 PM. | ||
| + | *'''Indicative number of available hours''' | ||
| + | Enabled setting calculates available hours for reporting according to financial plan. | ||
| + | *'''Project work entry limited by phase''' | ||
| + | Enabled setting limits the maximal number of reported hours that are set on phase level. | ||
| + | *'''limit annual work entry by annual work plan''' | ||
| + | Setting enables limit of available hours for reporting by work plan that is set in personnel cost by individual team memebers. | ||
| + | *'''% project employed''' | ||
| + | Default setting for project employment | ||
| + | ** variable (variable number of reported project work by month) | ||
| + | ** fixed (fixed value of available hours for reporting in a month). | ||
| + | *'''mandatory entry of a work description''' | ||
| + | Setting enables mandatory entry of field "work description" in work reporting form. | ||
| + | *'''Start date for annual hourly rate''' | ||
| + | If you use monthly salaries for calculation of yearly project hourly rate, you can set starting date. | ||
== Budget and cost management== | == Budget and cost management== | ||
Include various fields in the form for cost reporting for the project: | Include various fields in the form for cost reporting for the project: | ||
| − | * '''CURRENCY''' | + | * '''CURRENCY''': |
| − | * '''COST REPORTING BY TASK''' | + | currency for cost reporting by various organizations. Default setting is EUR, as set in application settings. |
| − | * ''' | + | * '''COST REPORTING BY TASK''' |
| − | * '''COST | + | This setting enables linking cost (invoices) to tasks. |
| − | * ''' | + | *'''Eligible tax''' |
| + | Use this setting to define if TAX (VAT) is eligible cost for each project partner. | ||
| + | * '''COST DATE | ||
| + | includes new field in the form for cost reporting | ||
| + | *'''COST SERVICE DATE ''' | ||
| + | includes new field in the form for cost reporting | ||
| + | * '''costs - VAT entry''' | ||
| + | includes new field in the form for cost reporting: | ||
| + | ** / no VAT field | ||
| + | ** € entry of VAT value | ||
| + | ** % entry of VAT % (value is automatically calculated from the value) | ||
| + | |||
| + | *'''use of budget''' | ||
| + | Setting enables entry of '''budget''' as a fixed project plan by '''partner''' and '''cost categories'''. | ||
| + | *'''Partner code''' | ||
| + | Use of codes instead of organization names (PP1, PP2, LP...) | ||
Latest revision as of 15:06, 21 November 2018
Project settings
Changing these settings has impact on work reporting and financial modul of this project.
Work reporting and timesheet management
- PROJECT WORK ENTRY LIMIT - Daily limit of permitted project work. If it is set 8 - all team members can report up to 8 hours of project work daily. Variuos daily limits can be set for project partners.
- disable work entry before planned start date
- disable work entry after planned end date
- PRECISION OF WORK ENTRIES
Hours resolution of work reporting (by minute, 15, 30 minutes or by hour). General settings are valid if you have no special project settings.
- USE OF OVERTIME HOURS
setting permits reporting work on a day with overtime budget entries.
- WORK REPORTING DISABLED
if project work reporting is disabled, team members report their project work to fill-in time-sheets. However personnel cost is not included in project finance. Personnel costs should be entered as other costs (i.e. invoices).
- work entry - disable finish
Button "mark done" is removed from work entry form.
- REPORTING UNIT IN GENERAL TIME-SHEET
Settings for general time-sheet printing and exports time unit: day or hours. 4PM project work reporting (input) is always in hours regardless the setting.
- PM Value
Formula for calculating work from reported hours to person-month (PM) value. Default setting is 140 hours=1 PM.
- Indicative number of available hours
Enabled setting calculates available hours for reporting according to financial plan.
- Project work entry limited by phase
Enabled setting limits the maximal number of reported hours that are set on phase level.
- limit annual work entry by annual work plan
Setting enables limit of available hours for reporting by work plan that is set in personnel cost by individual team memebers.
- % project employed
Default setting for project employment
- variable (variable number of reported project work by month)
- fixed (fixed value of available hours for reporting in a month).
- mandatory entry of a work description
Setting enables mandatory entry of field "work description" in work reporting form.
- Start date for annual hourly rate
If you use monthly salaries for calculation of yearly project hourly rate, you can set starting date.
Budget and cost management
Include various fields in the form for cost reporting for the project:
- CURRENCY:
currency for cost reporting by various organizations. Default setting is EUR, as set in application settings.
- COST REPORTING BY TASK
This setting enables linking cost (invoices) to tasks.
- Eligible tax
Use this setting to define if TAX (VAT) is eligible cost for each project partner.
- COST DATE
includes new field in the form for cost reporting
- COST SERVICE DATE
includes new field in the form for cost reporting
- costs - VAT entry
includes new field in the form for cost reporting:
- / no VAT field
- € entry of VAT value
- % entry of VAT % (value is automatically calculated from the value)
- use of budget
Setting enables entry of budget as a fixed project plan by partner and cost categories.
- Partner code
Use of codes instead of organization names (PP1, PP2, LP...)
