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en:handbuch:kapitel_3:3.12.02_finanzauswertung
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en:handbuch:kapitel_3:3.12.02_finanzauswertung [2009/11/11 16:44] admin |
en:handbuch:kapitel_3:3.12.02_finanzauswertung [2019/10/25 14:11] (current) |
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| The following charts can be generated: | The following charts can be generated: | ||
| - | * [[#Cost Evaluation]] and [[#Cost Evaluation Detail]] | + | * [[#Cost Evaluation]] and [[#Cost Evaluation In-depth]] |
| * [[#Commercial Invoice Evaluation]] and [[#In-depth Commercial Invoice Evaluation]] | * [[#Commercial Invoice Evaluation]] and [[#In-depth Commercial Invoice Evaluation]] | ||
| - | * [[#Billed Time]] and [[#Billed Time Evaluation (Projects)]] | + | * [[#Billed Time Evaluation]] and [[#Invoiced Times (Projects)]] |
| * [[#Result Evaluation]] | * [[#Result Evaluation]] | ||
| * [[#Open Items]] | * [[#Open Items]] | ||
| - | * [[#Billable Project Times]] and [[#Billable Customer-Times]] | + | * [[#Billable Project Times]] and [[#Billable Customer Times]] |
| * Bonus Evaluation, finished and unfinished efforts, Internal Projects Evaluation (not in standard version) | * Bonus Evaluation, finished and unfinished efforts, Internal Projects Evaluation (not in standard version) | ||
| Line 19: | Line 19: | ||
| The chart cost chart provides a complete overview of the budget and the actual internal costs as plan/actual comparison. Here the budgets and costs will be grouped in | The chart cost chart provides a complete overview of the budget and the actual internal costs as plan/actual comparison. Here the budgets and costs will be grouped in | ||
| - | [[en:handuch:kapitel_2:2.01.10_key_-_kostenart | cost types]]. The internal budgets specify the internal costs based on the plan data from the [[en:handbuch:kapitel_2:2.02.04_arbeitspaket: | jobs ]] and through the [[en:handbuch:kapitel_2: 2.02.09_budget | budget management]]. The (internal) costs are determined from time/effort recording ([[en:handbuch:kapitel_2:2.3.01_timetracker | TimeTracker]]) and [[en:handbuch:kapitel_2:2.03_erfassungsmodul | costing]]. | + | [[en:handbuch:kapitel_2:2.01.10_key_-_kostenart |cost types]]. The internal budgets specify the internal costs based on the plan data from the [[en:handbuch:kapitel_2:2.02.04_arbeitspaket: | jobs ]] and through the [[en:handbuch:kapitel_2: 2.02.09_budget | budget management]]. The (internal) costs are determined from time/effort recording ([[en:handbuch:kapitel_2:2.3.01_timetracker | TimeTracker]]) and [[en:handbuch:kapitel_2:2.03_erfassungsmodul | costing]]. |
| {{:en:handbuch:kapitel_3:assessment1.jpg|}} | {{:en:handbuch:kapitel_3:assessment1.jpg|}} | ||
| - | ===== Cost Chart In-depth ===== | + | ===== Cost Evaluation In-depth ===== |
| - | The detailed cost chart provides a detailed overview of the costs of the chosen selection criteria. Here, the [[en:handbuch:kapitel_2:2.3.03_reisen|travel costs]], [[en:handbuch:kapitel_2:2.3.05_fahrten|driving costs]], [[en:handbuch:kapitel_2:2.3.06_beleg|receipt costs]], [[en:handbuch:kapitel_2:2.3.07_fremdkosten|external costs]], [[en:handbuch:kapitel_2:2.4.08_fremdrechnung_eingangsrechnung|foreign invoices]] and working costs (on the basis of [[handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]]) can be listed in detail. With other costs, the net amounts are displayed and with working costs the internal hourly rate of the employee is used to determine the working costs. | + | The detailed cost chart provides a detailed overview of the costs of the chosen selection criteria. Here, the [[en:handbuch:kapitel_2:2.3.03_reisen|travel costs]], [[en:handbuch:kapitel_2:2.3.05_fahrten|driving costs]], [[en:handbuch:kapitel_2:2.3.06_beleg|receipt costs]], [[en:handbuch:kapitel_2:2.3.07_fremdkosten|external costs]], [[en:handbuch:kapitel_2:2.4.08_fremdrechnung_eingangsrechnung|foreign invoices]] and working costs (on the basis of [[en:handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]]) can be listed in detail. With other costs, the net amounts are displayed and with working costs the internal hourly rate of the employee is used to determine the working costs. |
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa02.gif?direct}} | + | {{:en:handbuch:kapitel_3:assessment2.jpg|}} |
| ===== Commercial Invoice Evaluation ===== | ===== Commercial Invoice Evaluation ===== | ||
| Line 41: | Line 41: | ||
| - | For determining the working costs in the column "direct costs", the internal hourly rates of jobs used in the order [[en:handbuch:kapitel_2:2.01.25_basic_-_mitarbeitervertrag|employee contract]] (internal hourly rate dependent on the contract; time dependent), [[handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|employee]] (main data, which is not time dependent) and [[en:handbuch:kapitel_2:2.01.23_basic_-_taetigkeit|occupations]] (not employee-related). | + | For determining the working costs in the column "direct costs", the internal hourly rates of jobs used in the order [[en:handbuch:kapitel_2:2.01.25_basic_-_mitarbeitervertrag|employee contract]] (internal hourly rate dependent on the contract; time dependent), [[en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|employee]] (main data, which is not time dependent) and [[en:handbuch:kapitel_2:2.01.23_basic_-_taetigkeit|occupations]] (not employee-related). |
| Line 48: | Line 48: | ||
| * DB I := Invoice (net) - direct costs - foreign invoice (net) and | * DB I := Invoice (net) - direct costs - foreign invoice (net) and | ||
| * DB II := Incoming payment (net) - direct costs - outgoing payment (net). | * DB II := Incoming payment (net) - direct costs - outgoing payment (net). | ||
| - | |||
| {{:en:handbuch:kapitel_3:assessment3.jpg|}} | {{:en:handbuch:kapitel_3:assessment3.jpg|}} | ||
| Line 61: | Line 60: | ||
| - | ===== Billable Time ===== | + | ===== Billed Time Evaluation ===== |
| - | The chart billable time generates a detailed overview of all planned, ordered, yielded, billable and project services already invoiced on the basis of the recorded and billed times. This chart is based on the [[en:handbuch:kapitel_2: 2.02.04_arbeitspaket|jobs]] and determines the plan time directly from the tasks, the actual times from the time/effort entry ([[en:handbuch: kapitel_2: 2.3.01_timetracker|TimeTracker]]) and billed times from the invoicing data. | + | The chart billed time generates a detailed overview of all planned, ordered, yielded, billable and project services already invoiced on the basis of the recorded and billed times. This chart is based on the [[en:handbuch:kapitel_2: 2.02.04_arbeitspaket|jobs]] and determines the plan time directly from the tasks, the actual times from the time/effort entry ([[en:handbuch: kapitel_2: 2.3.01_timetracker|TimeTracker]]) and billed times from the invoicing data. |
| + | {{:en:handbuch:kapitel_3:assessment5.jpg|}} | ||
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa05.gif?direct}} | + | ===== Invoiced Times (Projects) ===== |
| - | + | ||
| - | ===== Billed Times (Projects) ===== | + | |
| This chart generates an overview of all planned, ordered, yielded, billable and project services already invoiced on the basis of recorded and billed times and costs. This chart is based on [[en:handbuch:kapitel_2:2.02.02_projekt | projects]]. | This chart generates an overview of all planned, ordered, yielded, billable and project services already invoiced on the basis of recorded and billed times and costs. This chart is based on [[en:handbuch:kapitel_2:2.02.02_projekt | projects]]. | ||
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa06.gif?direct}} | + | {{:en:handbuch:kapitel_3:assessment6.jpg|}} |
| ===== Result Evaluation ===== | ===== Result Evaluation ===== | ||
| Line 78: | Line 76: | ||
| The chart result evaluation summarizes all internal costs and revenues and calculates the project result. If no restriction regarding the projects is defined, the overhead costs are taken into account and deducted accordingly. Determining the invoice values and actual costs is analogous to the [[#commercial invoice evaluation]]. | The chart result evaluation summarizes all internal costs and revenues and calculates the project result. If no restriction regarding the projects is defined, the overhead costs are taken into account and deducted accordingly. Determining the invoice values and actual costs is analogous to the [[#commercial invoice evaluation]]. | ||
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa07.gif?direct}} | + | {{:en:handbuch:kapitel_3:assessment7.jpg|}} |
| + | {{:en:handbuch:kapitel_3:assessment7a.jpg|}} | ||
| - | ===== Open Items ===== | + | ===== Open Entries ===== |
| - | This chart generates a list of all remaining (partial) open items. This list displays both the [[en:handbuch: kapitel_2: 2.4.13_zahlungseingang | outgoing payments]] as well as [[en:handbuch: kapitel_2: 2.4.10_zahlungsausgang | outgoing payments]] is still (partially) open items. | + | This chart generates a list of all remaining (partial) open items. This list displays both the [[en:handbuch: kapitel_2: 2.4.13_zahlungseingang | incoming payments]] as well as [[en:handbuch: kapitel_2: 2.4.10_zahlungsausgang | outgoing payments]] is still (partially) open items. |
| - | + | {{:en:handbuch:kapitel_3:assessment8.jpg|}} | |
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa08.gif?direct}} | + | |
| Line 93: | Line 91: | ||
| The chart billable project time generates a detailed overview of all recorded and billable hours. The actual time/effort comes directly from the [[en:handbuch: kapitel_2: 2.3.01_timetracker | TimeTracker]], the values for the billable time either from the [[en:handbuch: kapitel_2: 2.3.01_timetracker | TimeTracker]] (if the option is active) or the functionality of [[en:handbuch: kapitel_2: fakturierbare_zeiten | billable hours]]. This variation lists the project times project-based and displays the individual time sheets with comments in the lower part. | The chart billable project time generates a detailed overview of all recorded and billable hours. The actual time/effort comes directly from the [[en:handbuch: kapitel_2: 2.3.01_timetracker | TimeTracker]], the values for the billable time either from the [[en:handbuch: kapitel_2: 2.3.01_timetracker | TimeTracker]] (if the option is active) or the functionality of [[en:handbuch: kapitel_2: fakturierbare_zeiten | billable hours]]. This variation lists the project times project-based and displays the individual time sheets with comments in the lower part. | ||
| - | + | {{:en:handbuch:kapitel_3:assessment9.jpg|}} | |
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa09.gif?direct}} | + | |
| ===== Billable Customer Times ===== | ===== Billable Customer Times ===== | ||
| Line 100: | Line 97: | ||
| This chart is a variation of the chart billable project times. | This chart is a variation of the chart billable project times. | ||
| - | {{:handbuch:kapitel_4:praxis:4-reports-fa10.gif?direct}} | + | {{:en:handbuch:kapitel_3:assessment10.jpg|}} |
en/handbuch/kapitel_3/3.12.02_finanzauswertung.1257954258.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
