What you need
Folder 1 | Folder 2 | Folder 3
Cost type: Investments | material costs | personnel costs | revenues
Bar chart: status costs | costs pan/actual | monthly cost distribution
The project budget is entered in the master data and applies to the entire project.
In the task dialog, the corresponding PLAN costs are stored for each element. These are either entered manually or determined by an automatic calculation of the expenses multiplied by the hourly rate stored in the project.
In this way, tasks become cost elements that can be divided up as you wish. You have a variety of options for structuring.
- Time (start and end of the task)
Structuring, we have created a flavor "cost element" and then selected a corresponding cost element. Thus, your cost element is both temporal (start and end of the task) and structural.
You have the same functions on the IST costs page. You can maintain your ACTUAL expenses and have your ACTUAL costs calculated automatically, or you can enter the ACTUAL costs manually in the field.
The structure of the PLAN costs also applies to the ACTUAL costs.
Evaluation / Dashboards
In the dashboards you can evaluate the costs in different ways. On the one hand, there is a dashboard which shows the project budget, the PLAN costs and the ACTUAL costs in total for the whole project:
In addition, the PLAN and ACTUAL costs can be evaluated via the various folders or flavors. For this purpose the chart "PLAN / ACTUAL costs" can be configured via the 3-point menu. In the following view, the costs are shown by folder:
In this view, the costs were configured according to the flavor "cost element":
There are many other scenarios about these options, how you can evaluate and structure your costs.
In order to be able to display the time component of the costs, there are also other dashboards that divide the costs into monthly slices:
This view also exists in the portfolio analysis on a global level. This way you always have an overview of your project costs.