Budget and Costs by Customer, Group, and Manager MOD0099EZ

Information

• In this module, Cost budget, Planned cost, Actual costs and Remaining costs, Total costs, as well as the cost deviation of the projects, is displayed grouped by several criteria simultaneously (customer, groups, manager).
  • The assignment of customers, managers, and groups to projects is done in the Project Core Data of the respective project.

Details module header

• The projects to be displayed in this module can be filtered using object filters.
  • If there already is an object filter, it can be selected from the listbox on the Filter field. After you have clicked on the Use changes button, only projects which correspond to the filter will be displayed.
  • You can edit existing object filters or create new ones in the Object Filter module which is opened via the Edit filter button.
  • If a grouping criterion is selected in one of the modules which use object filters, it automatically takes effect in all other modules with object filters.

Data

• In the sum area, the sum values of all projects are output.
• On grouping level, the values of the respective group are displayed. They are the summarized values from all lower levels.
• On project level (display by extending the tree structure of the lowest grouping level), the values of the respective project from the current planning (DT461) are displayed.
• A level below, below the projects, the data (from the respective last released status report (DT823)) of the respective project are offered for comparison.
  • By clicking on the link in the Report status field of the required status report, the Status Report module with the respective status report is opened.

Notes

• For structured projects, the summed values of the entire project structure are displayed.