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en:handbuch:kapitel_4:4.12.4_fakturaauswertungen
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en:handbuch:kapitel_4:4.12.4_fakturaauswertungen [2009/11/03 15:50] 192.168.0.76 |
en:handbuch:kapitel_4:4.12.4_fakturaauswertungen [2019/10/25 14:11] (current) |
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| - | ====== 4.12.4 Assessment Chart ====== | + | ====== 4.12.04 Assessment Chart ====== |
| - | The assessment chart generates financial charts in the system. These include, the cost evaluation (target/actual comparisons, budgets to costs and in-depth charts), the general charts, ([[handbuch:kapitel_2:2.4.01_angebot| offers]], budgets, invoices, expenses, costs and cash flow, profit contribution, including in-depth charts), overviews of billable and billed services, a list of open entries and the results evaluation. | + | The assessment chart generates financial charts in the system. These include, the cost evaluation (target/actual comparisons, budgets to costs and in-depth charts), the general charts, ([[en:handbuch:kapitel_2:2.4.01_angebot| offers]], budgets, invoices, expenses, costs and cash flow, profit contribution, including in-depth charts), overviews of billable and billed services, a list of open entries and the results evaluation. |
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| ... the functionality "Charting". | ... the functionality "Charting". | ||
| - | The chart "cost evaluation" supplies a complete overview of the budgets and the actual internal costs as target/actual comparison. The budgets and costs are grouped by [[handbuch:kapitel_2:2.01.10_key_-_kostenart|cost types]]. The internal budgets specify the internal costs based on the plan data of the [[handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]] and from the [[handbuch:kapitel_2:2.02.09_budget|budget administration]]. The internal costs are defined through time recording ([[handbuch:kapitel_2:2.3.01_timetracker|TimeTracker]]) and [[handbuch:kapitel_2:2.03_erfassungsmodul|costing]]. | + | The chart "cost evaluation" supplies a complete overview of the budgets and the actual internal costs as target/actual comparison. The budgets and costs are grouped by [[en:handbuch:kapitel_2:2.01.10_key_-_kostenart|cost types]]. The internal budgets specify the internal costs based on the plan data of the [en:handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]] and from the [en:handbuch:kapitel_2:2.02.09_budget|budget administration]]. The internal costs are defined through time recording ([[en:handbuch:kapitel_2:2.3.01_timetracker|TimeTracker]]) and [[en:handbuch:kapitel_2:2.03_erfassungsmodul|costing]]. |
| The chart "invoice evaluation" generates an overview of all invoice data and costing. | The chart "invoice evaluation" generates an overview of all invoice data and costing. | ||
| - | Invoice data: The offer values (external net/external total) and the internal offer value ([[(handbuch:kapitel_2:2.4.01_angebot|offer]] is based on these internal costs), the internal and external budgets (from the [[handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]] and the [[handbuch:kapitel_2:2.02.09_budget|budget administration)]], the [[handbuch:kapitel_2:2.4.11_rechnung|invoice amounts]] (external net/external total) | + | Invoice data: The offer values (external net/external total) and the internal offer value ([[en:handbuch:kapitel_2:2.4.01_angebot|offer]] is based on these internal costs), the internal and external budgets (from the [en:handbuch:kapitel_2:2.02.04_arbeitspaket|jobs]] and the [[en:handbuch:kapitel_2:2.02.09_budget|budget administration)]], the [[en:handbuch:kapitel_2:2.4.11_rechnung|invoice amounts]] (external net/external total) |
| - | and the internal invoice value (billable time), the [[handbuch:kapitel_2:2.4.13_zahlungseingang|incoming payments]] and the claim request are listed. | + | and the internal invoice value (billable time), the [[en:handbuch:kapitel_2:2.4.13_zahlungseingang|incoming payments]] and the claim request are listed. |
| Cost data: The direct costs (travel costs, driving costs, receipt costs and external costs) and the external invoice, including outgoing payments and possibly, open liabilities are listed. | Cost data: The direct costs (travel costs, driving costs, receipt costs and external costs) and the external invoice, including outgoing payments and possibly, open liabilities are listed. | ||
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| The "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 also considered and deducted accordingly. Determining the invoice values and actual costs is analogous to the assessment chart. | The "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 also considered and deducted accordingly. Determining the invoice values and actual costs is analogous to the assessment chart. | ||
| - | The chart "open entries evaluation" generates a list of all yet (-partially) open items. This list displays both the incoming payments as well as the outgoing payments which are still open or partially open. | + | The chart "open entries evaluation" generates a list of all yet (-partially) open items. This list displays both the incoming payments as well as the outgoing payments, which are still open or partially open. |
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| - | Die Auswertung „Offene Posten“ erzeugt eine Liste aller noch (teil-)offenen Posten. Diese Liste zeigt sowohl die Zahlungsein- als auch Zahlungsausgänge die noch (teilweise) offen sind. | + | |
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| - | The chart "billable project times evaluation" generates a detailed overview of all recorded and billable times. The actual time/effort comes directly from the TimeTracker, the values for the billable times either the Time Tracker (if the option is active) or from the functionality "billable hours". This version lists the project times project-based and displays individual time sheets with the comments in the lower part. | + | |
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| - | Die Auswertung ´"Fakturierbare Projektzeiten" erzeugt eine detaillierte Übersicht über alle erfassten und fakturierbaren Zeiten. Die Istaufwände kommen dabei direkt aus dem TimeTracker, die Werte für die fakturierbaren Dauern entweder aus dem TimeTracker (wenn die entsprechende Option aktiv ist) oder aus der Funktionalität "Fakturierbare Zeiten". Diese Variante listet die Projektzeiten projektweise auf und führt im unteren Teil die Einzelzeitnachweise mit den Bemerkungen auf. | + | |
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| - | (c) 1998-2007 Information Desire Software GmbH. Alle Rechte vorbehalten! | + | |
| + | The chart "billable project times evaluation" generates a detailed overview of all recorded and billable times. The actual time/effort comes directly from the TimeTracker, the values for the billable times come from either the Time Tracker (if the option is active) or from the functionality "billable hours". This version lists the project times project-based and displays individual time sheets with the comments in the lower part. | ||
en/handbuch/kapitel_4/4.12.4_fakturaauswertungen.1257259841.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
