Projectile offers optionally the possibility to administer external services or items and to bill this project-related. Assigning the external services or items to the project, can be performed in the document type item sheet.

When creating a new item or external service, various field are automatically pre-populated. In the standard version of Projectile the following fields are pre-populated:

• Item: Pre-defined with a consecutive number.

Required fields: Item, Name

Characteristics:

• The description of the item or external service is used from the field short name and name (long text).
• The category of the item can be used to classify the item or service.
• The purchase price which should be entered for the own products are internal cost accounting, the product costs or development costs. As a rough rule of thumb, the total development costs are divided through the planned sales volumn.
• The suggested retail price of the external services should be entered as the selling price without any deductions. This selling price is pre-defined in the document type item sheet and can then be modified.
• In the field “Stock” the stock of the item can be entered. When assigning the article to a project, the extracted quantity of the article is considered and automatically recorded from the stock.
• In the field Min. stock the smallest quantity of the item which must be available is entered.

Note:

External services can be administered using purchase/foreign invoice. This approach is recommended even if the cash flow ( incoming payments and - foreign payments) should be defined through Projectile.

The same external services should be either defined through external services or purchase/foreign invoice, so that the costs are not defined twice in the system.

Um eine neue Fremdleistung zu definieren, wird die Funktionalität “Neues Dokument” mit dem Dokumenttyp “Fremdleistung” verwendet.

Nach Betätigung der Aktion wird ein neues Dokument erzeugt.

Wenn alle Informationen eingegeben sind, wird das Dokument mit gespeichert. Im Beispiel ist eine neue Fremdleistung “QM-Modul” angelegt worden. Diese “Fremdleistung” basiert auf einer Eigenentwicklung, die je Stück für EUR 2.200,00 verkauft werden sollen. Der interne Preis/Einkaufspreis ist hier ein kalkulatorischer Satz aus der Produktentwicklung.