It is possible to search for and display data and budget information for specific projects in Organizer.
1.Select Organizer > Show Organizer. The south panel opens.
2.Select the Projects tab.
3.Select search settings and press Search.
4.Select a project in the results list to open it in the east panel, where the project data and financial information are displayed.
Financial progress tab
In the Financial progress tab, you can record and monitor the project's finances, from budget and forecast to actual outcome, as well as view aggregated calculations over different periods.
Project data
The top section shows the project data, here you can fill in:
•Project budget
•Revised project budget
•Project phase
•Category
When changing the Project budget or Revised project budget, a date stamp for the change is automatically created.
Project budget
In the Project budget section, you can register the project's budget, forecast, and outcome for different periods.
1.In the Project budget section, click Add to add a new budget period.
2.Specify Period and, if required, From date and To date. The dates determine which vouchers are included in the outcome for the period.
3.Enter the budget and forecast for the period.
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Totals in the table are calculated automatically and displayed at the bottom of the section. Decimals are not displayed in the totals but can be entered in the individual fields. A project can have multiple budgets for different periods. |
Calculate outcome from vouchers
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The function requires a feature. Contact Digpro for more information. |
The outcome for the project's budget periods can be calculated based on vouchers from the tasks belonging to the project.
1.If required, specify From date and To date for the budget periods.
2.Click Calculate outcome. Vouchers from all tasks belonging to the project are retrieved, and the outcome for each budget period is calculated based on the voucher dates.
For each voucher, the amount is calculated as the sum of the costs for work, material, other costs, and machine.
•If there is only one budget period and no From date or To date is specified, the outcome is calculated based on all vouchers.
•If budget periods overlap so that the same voucher could be counted more than once, a warning is displayed. The affected vouchers are not included in the overlapping periods.
•If there are vouchers with dates that are not included in any defined budget period, they are displayed after the calculation. The dialog displays the date and sum for each voucher together with the following information:The following vouchers have dates that are not included in any defined budget period and were therefore not included in the outcome.
Calculation summary
The Calculation summary section shows a summary of all calculations linked to the project. Here you get an overview of the calculated costs and can compare them with the budget, forecast and outcome.
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All calculations are automatically retrieved from the project task. For each calculation, the total is shown per sheet. The total cost of all calculations is shown at the bottom of the section. If calculations in the tasks are updated, you need to press Reload to see the latest calculations. |
Voucher summary
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The function requires a feature. Contact Digpro for more information. |
In the Voucher summary section, all vouchers from the tasks belonging to the project are displayed. Here you can get an overview of the project's actual costs.
The total cost of all vouchers is displayed at the bottom of the section.