DI000398 Factor value planned costs+remaining

The parameter can be edited by users with modification rights in the following modules:

• Conversion Factors

Conversion Factors MOD0099E3

Access path

• PM Administration Master Data Cost Master Data panel Conversion Factors

Information

• In the Conversion Factors module, conversion factors can be created, edited, and deleted for monetary effort evaluation.
• You can store two different basic factors internal (intra-corporate) and external (extra-corporate) for every conversion factor.
• Furthermore, these basic factors are subdivided into actual, planned, and remaining factors.

Warning

Can't INCLUDE CurrentEN.DT476ConversionFactorItem repeatedly, topic is already included.

Create, Edit, Deletes Conversion Factors

Delete conversion factors/conversion factor items

Assign Conversion Factors

Procedure

• In order for conversion factors to take effect, they must
  • either be assigned to the respective resources (in the Conversion factor name field in the Resource Data Sheet module),
  • and/or to the cost types of the respective resources (in the Conversion factor name field in the Cost Types module).
    • If conversion factors are assigned to both the resources and their cost types, both conversion types take effect as a sum.
• The factors entered in the Resource Data Sheet and Cost Types modules immediately take effect in the calculation of schedule or costs if the respective resources are planned in the project to be calculated.

Notes

• When changing conversion factors of already planned resources, please note that the changes will apply to all cost values in the current planning (also to actual values). However, the values of the status reports remain unchanged. If for this reason the actual values of the current planning are to remain unchanged as well, please create a new conversion factor with two positions. The first conversion factor position applies up to the time of change, the second one applies from the time of change.

Technical details

DI000398 Factor value planned costs+remaining internal

The parameter can be edited by users with modification rights in the following modules:

• Conversion Factors

Conversion Factors MOD0099E3

Access path

• PM Administration Master Data Cost Master Data panel Conversion Factors

Information

• In the Conversion Factors module, conversion factors can be created, edited, and deleted for monetary effort evaluation.
• You can store two different basic factors internal (intra-corporate) and external (extra-corporate) for every conversion factor.
• Furthermore, these basic factors are subdivided into actual, planned, and remaining factors.

Warning

Can't INCLUDE CurrentEN.DT476ConversionFactorItem repeatedly, topic is already included.

Create, Edit, Deletes Conversion Factors

Delete conversion factors/conversion factor items

Assign Conversion Factors

Procedure

• In order for conversion factors to take effect, they must
  • either be assigned to the respective resources (in the Conversion factor name field in the Resource Data Sheet module),
  • and/or to the cost types of the respective resources (in the Conversion factor name field in the Cost Types module).
    • If conversion factors are assigned to both the resources and their cost types, both conversion types take effect as a sum.
• The factors entered in the Resource Data Sheet and Cost Types modules immediately take effect in the calculation of schedule or costs if the respective resources are planned in the project to be calculated.

Notes

• When changing conversion factors of already planned resources, please note that the changes will apply to all cost values in the current planning (also to actual values). However, the values of the status reports remain unchanged. If for this reason the actual values of the current planning are to remain unchanged as well, please create a new conversion factor with two positions. The first conversion factor position applies up to the time of change, the second one applies from the time of change.

Technical details

DI006427 Factor value actual costs

Conversion Factors MOD0099E3

Access path

• PM Administration Master Data Cost Master Data panel Conversion Factors

Information

• In the Conversion Factors module, conversion factors can be created, edited, and deleted for monetary effort evaluation.
• You can store two different basic factors internal (intra-corporate) and external (extra-corporate) for every conversion factor.
• Furthermore, these basic factors are subdivided into actual, planned, and remaining factors.

Warning

Can't INCLUDE CurrentEN.DT476ConversionFactorItem repeatedly, topic is already included.

Create, Edit, Deletes Conversion Factors

Delete conversion factors/conversion factor items

Assign Conversion Factors

Procedure

• In order for conversion factors to take effect, they must
  • either be assigned to the respective resources (in the Conversion factor name field in the Resource Data Sheet module),
  • and/or to the cost types of the respective resources (in the Conversion factor name field in the Cost Types module).
    • If conversion factors are assigned to both the resources and their cost types, both conversion types take effect as a sum.
• The factors entered in the Resource Data Sheet and Cost Types modules immediately take effect in the calculation of schedule or costs if the respective resources are planned in the project to be calculated.

Notes

• When changing conversion factors of already planned resources, please note that the changes will apply to all cost values in the current planning (also to actual values). However, the values of the status reports remain unchanged. If for this reason the actual values of the current planning are to remain unchanged as well, please create a new conversion factor with two positions. The first conversion factor position applies up to the time of change, the second one applies from the time of change.

Technical details

The parameter can be edited by users with modification rights in the following modules:

• Conversion Factors

DI006427 Factor value actual costs internal

The parameter can be edited by users with modification rights in the following modules:

• Conversion Factors

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs, Factor value planned+remaining costs external, Factor value actual costs and Factor value actual costs external fields.
  • The Factor value planned+remaining costs external and Factor value actual costs external fields are hidden by default and can be displayed if required.
• Save.

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs internal, Factor value planned+remaining costs external, Factor value actual costs internal and Factor value actual costs external fields.
• Save.

• The conversion factor can be deleted by clicking on the Delete conversion factor button.
• If the conversion factor contains positions to be deleted, they are deleted as well.
  • NEW The last available item in a conversion factor cannot be deleted, as a conversion factor needs to contain at least one item.
• Individual positions can also be deleted.
  • To do so, right-click on the required position and select the Delete conversion factor item command from the context menu.
• If conversion factors have already been assigned to resources, they and their positions cannot be deleted. This is indicated by a message when you click on the Delete conversion factor button

• Costs are calculated in accordance with the factors in DT472 Load which the cost calculation is based on.
• Both internal and external costs/revenues (planned/actual/remaining/total costs/revenues/ internal and planned/actual/remaining/total costs/revenues external) are calculated.
• The calculated costs/revenues are
  • summarized to DT463 Task and DT461 Project via DT466 Resource assignment (total costs and revenues).
  • NEW summarized to DT282 (annual costs) and from there to DT281 (total costs) and to DT861 (both annual revenues and total revenues).

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs, Factor value planned+remaining costs external, Factor value actual costs and Factor value actual costs external fields.
  • The Factor value planned+remaining costs external and Factor value actual costs external fields are hidden by default and can be displayed if required.
• Save.

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs internal, Factor value planned+remaining costs external, Factor value actual costs internal and Factor value actual costs external fields.
• Save.

• The conversion factor can be deleted by clicking on the Delete conversion factor button.
• If the conversion factor contains positions to be deleted, they are deleted as well.
  • NEW The last available item in a conversion factor cannot be deleted, as a conversion factor needs to contain at least one item.
• Individual positions can also be deleted.
  • To do so, right-click on the required position and select the Delete conversion factor item command from the context menu.
• If conversion factors have already been assigned to resources, they and their positions cannot be deleted. This is indicated by a message when you click on the Delete conversion factor button

• Costs are calculated in accordance with the factors in DT472 Load which the cost calculation is based on.
• Both internal and external costs/revenues (planned/actual/remaining/total costs/revenues/ internal and planned/actual/remaining/total costs/revenues external) are calculated.
• The calculated costs/revenues are
  • summarized to DT463 Task and DT461 Project via DT466 Resource assignment (total costs and revenues).
  • NEW summarized to DT282 (annual costs) and from there to DT281 (total costs) and to DT861 (both annual revenues and total revenues).

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs, Factor value planned+remaining costs external, Factor value actual costs and Factor value actual costs external fields.
  • The Factor value planned+remaining costs external and Factor value actual costs external fields are hidden by default and can be displayed if required.
• Save.

• Insert a blank record:
  • If no conversion factors exist, click on the Insert button.
  • If some conversion factors already exist, activate the required conversion factor and click on the Insert button, or select the Insert context menu command Conversion factor via the right mouse button.
• Fill the Conversion factor name and Conversion factor fields.
• Right-click on the newly created conversion factor and select the Insert Conversion factor item context menu command. A blank record is inserted.
• Enter the time limits for validity in the Valid from field, and the hourly rate in the Factor value planned+remaining costs internal, Factor value planned+remaining costs external, Factor value actual costs internal and Factor value actual costs external fields.
• Save.

• The conversion factor can be deleted by clicking on the Delete conversion factor button.
• If the conversion factor contains positions to be deleted, they are deleted as well.
  • NEW The last available item in a conversion factor cannot be deleted, as a conversion factor needs to contain at least one item.
• Individual positions can also be deleted.
  • To do so, right-click on the required position and select the Delete conversion factor item command from the context menu.
• If conversion factors have already been assigned to resources, they and their positions cannot be deleted. This is indicated by a message when you click on the Delete conversion factor button

• Costs are calculated in accordance with the factors in DT472 Load which the cost calculation is based on.
• Both internal and external costs/revenues (planned/actual/remaining/total costs/revenues/ internal and planned/actual/remaining/total costs/revenues external) are calculated.
• The calculated costs/revenues are
  • summarized to DT463 Task and DT461 Project via DT466 Resource assignment (total costs and revenues).
  • NEW summarized to DT282 (annual costs) and from there to DT281 (total costs) and to DT861 (both annual revenues and total revenues).