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en:handbuch:kapitel_2:2.5.02_fakturaauswertung
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en:handbuch:kapitel_2:2.5.02_fakturaauswertung [2009/10/08 16:21] 192.168.0.24 |
en:handbuch:kapitel_2:2.5.02_fakturaauswertung [2019/10/25 14:11] (current) |
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| [[2.5.01_earned-value-analyse|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.5.03_gantt-diagramm|{{|next}}]] | [[2.5.01_earned-value-analyse|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.5.03_gantt-diagramm|{{|next}}]] | ||
| - | ====== 2.5.02 Assessment Chart ====== | + | ====== 2.05.02 Assessment Chart ====== |
| The **assessment chart** generates the financial charts in the system. Included are i.e., cost evaluation (target/performance comparison, i.e. budgets for costs, as well as detailed evaluation), commercial invoice evaluation (offers, budgets, invoices, costs, cash flow and contribution margin, including detailed evaluation), overview of billable and billed services/work, a list of all open entries and the results charts. | The **assessment chart** generates the financial charts in the system. Included are i.e., cost evaluation (target/performance comparison, i.e. budgets for costs, as well as detailed evaluation), commercial invoice evaluation (offers, budgets, invoices, costs, cash flow and contribution margin, including detailed evaluation), overview of billable and billed services/work, a list of all open entries and the results charts. | ||
| - | **Tip:** For more on this subject see chapter [[4.5 Handling with Charts]] und [[4.5.02 Assessment Chart]]. | + | **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_4:4.12.1_bedienung_der_standardauswertungen|4.12.1 Applying Charts]] and [[en:handbuch:kapitel_4:4.12.4_fakturaauswertungen | 4.12.4 Assessment Chart]]. |
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| - | {{:handbuch:kapitel_2:fakturaauswertung1.gif?direct}} | + | |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:assessment_chart_-_inputdata.gif?direct}} | + | |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:assessment_chart_-_inputdata2.gif?direct}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
| Line 19: | Line 12: | ||
| ===== 1. Name ===== | ===== 1. Name ===== | ||
| + | {{:en:handbuch:kapitel_2:assessment1.png|}} | ||
| * **Name:** In this field the name of the chart is defined, if this should be saved (for example, for time services or for administrating the chart results). | * **Name:** In this field the name of the chart is defined, if this should be saved (for example, for time services or for administrating the chart results). | ||
| Line 30: | Line 24: | ||
| * Open entries evaluation | * Open entries evaluation | ||
| * Billed project times evaluation and Billed customer times evaluation | * Billed project times evaluation and Billed customer times evaluation | ||
| + | |||
| ===== 2. Input Data===== | ===== 2. Input Data===== | ||
| + | {{:en:handbuch:kapitel_2:assessment1.1.png|}} | ||
| * **Search:** It is possible to search for data for the chart with this selection box. This search entry must relate to the supported catagories. | * **Search:** It is possible to search for data for the chart with this selection box. This search entry must relate to the supported catagories. | ||
| * **Search Machine: Search Word and Category:** This element is used to filter the selected data from the categories. Only the document type contact, employee, project and unit is available for selection. How to operate the search machine is described in chapter 3.2.2.3 and can be performed, if necessary, a multiple amount of times. | * **Search Machine: Search Word and Category:** This element is used to filter the selected data from the categories. Only the document type contact, employee, project and unit is available for selection. How to operate the search machine is described in chapter 3.2.2.3 and can be performed, if necessary, a multiple amount of times. | ||
| * **Input Data:** Under this field, the selected selection criteria for the chart are listed. This input data can derive from the „professional search“(Profisuche), the standard search machine or the personal clipboard. | * **Input Data:** Under this field, the selected selection criteria for the chart are listed. This input data can derive from the „professional search“(Profisuche), the standard search machine or the personal clipboard. | ||
| + | |||
| ===== 3. Main Parameters===== | ===== 3. Main Parameters===== | ||
| + | {{:en:handbuch:kapitel_2:assessment1.2.png|}} | ||
| * **Chart Period:** This drop-down box refers to the chart's time span (elements start and end) and allows a parameterised definition of the time span for the time services. This selection (current week, current month, …, next week, last week, …) can be also used to simplify the manual definition of start and end. | * **Chart Period:** This drop-down box refers to the chart's time span (elements start and end) and allows a parameterised definition of the time span for the time services. This selection (current week, current month, …, next week, last week, …) can be also used to simplify the manual definition of start and end. | ||
| Line 46: | Line 44: | ||
| ===== 4. Further Criteria ===== | ===== 4. Further Criteria ===== | ||
| - | + | {{:en:handbuch:kapitel_2:assessment2.png|}} | |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:assessment_chart_-_parameters.gif?direct}} | + | |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:assessment_chart_-_parameters2.gif?direct}} | + | |
| - | + | ||
| * **Cost Center:** Cost centers can be selected as selection criteria with this drop-down box. These cost centers refer to the cost centers of the project and limit the selection of the displayed project (only projects are displayed, to which the cost center(s) is/are assigned). | * **Cost Center:** Cost centers can be selected as selection criteria with this drop-down box. These cost centers refer to the cost centers of the project and limit the selection of the displayed project (only projects are displayed, to which the cost center(s) is/are assigned). | ||
| Line 61: | Line 53: | ||
| * **Only Top Projects:** This check box specifies if in the generated chart should only be displayed for the top projects without the sub-projects. | * **Only Top Projects:** This check box specifies if in the generated chart should only be displayed for the top projects without the sub-projects. | ||
| * **Show Estimated Times:** This option refers only to the charts 09 and 10 and displays additionally here, the planned values of the jobs and entries. | * **Show Estimated Times:** This option refers only to the charts 09 and 10 and displays additionally here, the planned values of the jobs and entries. | ||
| - | * **Jobs in Detail:** This option controls if jobs or processes should be displayed in the chart. | + | * **Jobs in Detail:** This option controls if jobs or processes should be displayed in the chart. |
| - | + | ||
| ===== 5. Adjustment of Chart Display ===== | ===== 5. Adjustment of Chart Display ===== | ||
| - | + | {{:en:handbuch:kapitel_2:assessment3.png|}} | |
| - | {{:en:handbuch:kapitel_2:assessment_chart_-_format.gif|}} | + | |
| * **Width:** The width in pixel (px) is determined for the graphical chart in this field. | * **Width:** The width in pixel (px) is determined for the graphical chart in this field. | ||
| Line 75: | Line 64: | ||
| * **Display:** The generated chart can be generated in various formats with this selection. CHART (only graphical chart), CSV, HTML (standard setting), PDF, RTF (text processing), and XLS (MS Excel) are supported. | * **Display:** The generated chart can be generated in various formats with this selection. CHART (only graphical chart), CSV, HTML (standard setting), PDF, RTF (text processing), and XLS (MS Excel) are supported. | ||
| * **Chart Type:** A chart type can be selected for the generated chart with this selection. Projectile offers various types of bar charts (2D, 3D, vertical, horizontal, ...), column charts, line charts, area charts as well as pie charts an bubble charts. | * **Chart Type:** A chart type can be selected for the generated chart with this selection. Projectile offers various types of bar charts (2D, 3D, vertical, horizontal, ...), column charts, line charts, area charts as well as pie charts an bubble charts. | ||
| - | |||
| ===== 6. Results===== | ===== 6. Results===== | ||
| + | |||
| + | {{:en:handbuch:kapitel_2:assessment4.png|}} | ||
| The results of the already processed chart are found in this tab. | The results of the already processed chart are found in this tab. | ||
en/handbuch/kapitel_2/2.5.02_fakturaauswertung.1255011709.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
