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Planning expenses
 
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Planning expenses

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jmmbb
(@jmmbb)
Posts: 561
Contributor
Topic starter
 
[#1965]

Hello,

Actually, we're just able to link expense to project, so, it's not possible to plan your expenses.

ie : i want to use planning calculation to plan lots of projects (almost 75 projects and 400 activities for 60 project leaders). I need to plan it with several constraints :
- Ressources capacities (easy through ressources assignments)
- financial capacities (harder because expenses are linked to project, not activities, project cost isn't the best level - so some projects could be planned on several years..., activities costs are not summed by project but only a "cost limit" for an activity).

So, is it possible to make one of the following (or a better idea ?) :
- Link expenses to activities (so, when activity is planned, expense is automaticaly planned for the strat date of activity)
- Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.

Then, we are able to plan project budget through activities.

I expect to be clear, so it's hollyday's return....

Regards,

JM


 
Posted : 26 Aug 2014 18H04
(@babynus)
Posts: 14952
Member Admin
 

Link expenses to activities (so, when activity is planned, expense is automaticaly planned for the strat date of activity)

This is possible, nut would be a new Enpense type (Activity Expense).

Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.

Already exists on V4.4 :woohoo:


 
Posted : 26 Aug 2014 19H42
jmmbb
(@jmmbb)
Posts: 561
Contributor
Topic starter
 

Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.
Already exists on V4.4 :woohoo:

Validated costs for activities aren't summed in project, or i can't see clearly (but, this is sometime a normal behavior for me 😉 ).

In test.projeqtor.org, I try to do want i say : in project SIVA-OSIRIS (Id 23), there are two activites (Id 23 and 51), one for a validated cost of 30 000 €, the other for a validated cost of 200 000 €, so, the project as a validated cost of 0 € instead of 230 000 €.

I think my explanations are not always so clear as i think they are... 🙁 mostly in english :cheer:

Ragards,


 
Posted : 26 Aug 2014 22H10
(@babynus)
Posts: 14952
Member Admin
 

Validated costs for activities aren't summed in project, or i can't see clearly (but, this is sometime a normal behavior for me 😉 ).

In test.projeqtor.org, I try to do want i say : in project SIVA-OSIRIS (Id 23), there are two activites (Id 23 and 51), one for a validated cost of 30 000 €, the other for a validated cost of 200 000 €, so, the project as a validated cost of 0 € instead of 230 000 €.

It is because it need to be parametered in Global Parameter Screen (consolidation is by default set to no to preserve existing behavior)
I updated config in test instance and just upsdated one activity : project is now up to date.


 
Posted : 27 Aug 2014 0H01
jmmbb
(@jmmbb)
Posts: 561
Contributor
Topic starter
 

Amazing !!!

I'm thinking that PROJEQTOR was a great product and i'm discovering that it's even better than i think !

So great work, again ! 🙂 🙂 🙂 🙂

Thanks !

(and, also, i'm going to RTFM !)


 
Posted : 27 Aug 2014 0H15
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