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Planning expenses

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26 Aug 2014 16:04 #1 by jmmbb
Planning expenses was created by jmmbb
Hello,

Actually, we're just able to link expense to project, so, it's not possible to plan your expenses.

ie : i want to use planning calculation to plan lots of projects (almost 75 projects and 400 activities for 60 project leaders). I need to plan it with several constraints :
- Ressources capacities (easy through ressources assignments)
- financial capacities (harder because expenses are linked to project, not activities, project cost isn't the best level - so some projects could be planned on several years..., activities costs are not summed by project but only a "cost limit" for an activity).

So, is it possible to make one of the following (or a better idea ?) :
- Link expenses to activities (so, when activity is planned, expense is automaticaly planned for the strat date of activity)
- Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.

Then, we are able to plan project budget through activities.

I expect to be clear, so it's hollyday's return....

Regards,

JM

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26 Aug 2014 17:42 #2 by babynus
Replied by babynus on topic Planning expenses

Link expenses to activities (so, when activity is planned, expense is automaticaly planned for the strat date of activity)

This is possible, nut would be a new Enpense type (Activity Expense).

Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.

Already exists on V4.4 :woohoo:

Babynus
Administrator of ProjeQtOr web site

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26 Aug 2014 20:10 #3 by jmmbb
Replied by jmmbb on topic Planning expenses

Consolidate activities cost in project, so validated cost for all the activities are summed in validated cost for the project.
Already exists on V4.4 :woohoo:


Validated costs for activities aren't summed in project, or i can't see clearly (but, this is sometime a normal behavior for me ;) ).

In test.projeqtor.org, I try to do want i say : in project SIVA-OSIRIS (Id 23), there are two activites (Id 23 and 51), one for a validated cost of 30 000 €, the other for a validated cost of 200 000 €, so, the project as a validated cost of 0 € instead of 230 000 €.

I think my explanations are not always so clear as i think they are... :( mostly in english :cheer:

Ragards,

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26 Aug 2014 22:01 #4 by babynus
Replied by babynus on topic Planning expenses

Validated costs for activities aren't summed in project, or i can't see clearly (but, this is sometime a normal behavior for me ;) ).

In test.projeqtor.org, I try to do want i say : in project SIVA-OSIRIS (Id 23), there are two activites (Id 23 and 51), one for a validated cost of 30 000 €, the other for a validated cost of 200 000 €, so, the project as a validated cost of 0 € instead of 230 000 €.

It is because it need to be parametered in Global Parameter Screen (consolidation is by default set to no to preserve existing behavior)
I updated config in test instance and just upsdated one activity : project is now up to date.

Babynus
Administrator of ProjeQtOr web site

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26 Aug 2014 22:15 #5 by jmmbb
Replied by jmmbb on topic Planning expenses
Amazing !!!

I'm thinking that PROJEQTOR was a great product and i'm discovering that it's even better than i think !

So great work, again ! :) :) :) :)

Thanks !

(and, also, i'm going to RTFM !)

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