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4.04.4 Calculation and Budget Administration

In the budget tab and financial data tab in Project are the financial key figures for the project. The costs and revenue refer to the plan data of the jobs (see alsö pricing and costing). Miscellaneous costs can be planned in the budget administration.

On the “Budget” tab using the action “recalculate” ...

... the budgets from the jobs can be calculated, where as the system differs between fixed employees (internal) and freelancers and external employees (external).

In the budget administration the miscellaneous budgets can be administered. In the example two budgets for travel costs and external consultants are defined. The external consultant has a budget of EUR 3.400,00 and a planned offer value of EUR 4.500,00 for this budget position.

After clicking the save button, the budgets are transfered.

Afterwards two further budgets are defined on the basis of the items management ( 1 * server version, und 3 * MS SQL-Server). The purchase and selling prices are taken from the item administration and transfered to the budget administration.

After selecting the cost type these budgets are saved. In the example, the internal budget of EUR 4.000,00 and the planned offer value of EUR 10.700,00 is defined.

Also, suppliers can be assigned for the budgets.

This assignment is necessary for controlling the incoming invoices (see chapter 2.4.08 Purchase/Foreign Invoice).

Finally, in the example the surcharges are entered and the calculation is then refreshed.