Budget, Costs, and Revenues MOD0099GE

Information

• In this module, cost and budget data
  • from the current planning (DT461: Cost budget, Total costs, and Total revenues)
  • and from the status reports (DT823: Budget, Costs, and Revenues), if there are any, is grouped by a particular criterion.

Module header

• The projects displayed in this module are grouped by Code by default. It is, however, possible to change groupings or have projects displayed ungrouped.
  • In the Group by field, you can either change the grouping criterion by making a selection from the listbox, or delete it. After you have clicked on the Use changes button, the projects are either displayed grouped by the selected criterion or they are displayed ungrouped.
  • If a grouping criterion is selected in one of the modules which use grouping criteria, it automatically takes effect in all modules with groupings.
• 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

• Budget, cost, and revenue values of all projects are each displayed in table form on three levels.
  • In the sum area (sum level), the sum values of all projects are output.
    • The sum values for budget and costs of the project are additionally displayed in the form of pie charts grouped by the selected criterion.
  • On group level, the values of the respective group are displayed.
    • Here, budget, cost, and revenue values are additionally displayed as Gantt charts.
  • On project level (displayed by expanding the hierarchic structure of the respective group), the values of the current planning (DT461) are displayed.
  • Along with the project data, the status report data (DT823) (from the reports with Baseline , Active status report, and Previous status report status) of the respective project are offered for comparison.
    • By clicking on the ID of the required project, you can switch to the corresponding Project panel in which you can edit or view the program data depending on your user rights.
    • 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.