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

Details

Project budget

The project budget is entered in the master data and applies to the entire project.

PLAN Costs

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.

Folder
Flavors
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.

ACTUAL Costs

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: