Field and chart types in the budget overview module


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Budget overview What do the fields and chart types of the budget overview mean?

Compare planned and actual expenses and revenues with the help of the budget overiew. The graphic representation gives you an instant overview of your budget status.

Below you will find the detailed description of the table and chart types.

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Description of the tabular overview

The overview area gives an ongoing comparison between the amounts of the management, planning and budgets pages in the table. The list represents you all amounts cumulated by group:

Column

Description

Group

Each group has one row.

  • Amounts in the columns 2-10 are cumulated by group.
  • The row amount shows the totals from each column.
  • An internal price per hour is recorded for each group.

    The internal prices per hour and the available groups can be customized under Create and edit groups.

  • If you insert an individual price per hour for the resources, the group costs will be ignored.

    For more information about the individual price per hour for the resources, see Add resources.

Planned expenses (resources)

Expenses of all activities from the planning page Planning page. They include the resources with recorded working time.

Method: The total work time of all resources is multiplied by the group purchasing price for each activity. All activity expenses are cumulated by group.

For more information about the group purchasing price see Create and edit groups.

Planned expenses (other)

All planned expenses from the budget page.

Method: Budget documents of planned expenses type are totalled and/or cumulated by group.

Planned revenues

All planned revenues from the budget page.

Method: Budget documents of planned revenues type are totalled and/or cumulated by group.

Planned margin

Variance between planned revenues and planned expenses (planned expenses (resources) and planned expenses (other)).

Method: planned revenues column minus (planned expenses (resources) column plus planned expenses
(other) column).

Actual expenses (time tracking)

Actula expenses (time tracking) from the budget page.

Method: Actual expenses (time tracking) are calculated automatically: Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group.

For more information about the group purchasing costs see Create and edit groups.

Actual expenses (other)

Actual expenses from the budget page (except actual expenses (time tracking)).

Method: Budget documents of actual expenses type are totalled and/or cumulated by group.

Actual revenues

Actual revenues from the budget page.

Method: Budget documents of actual revenues type are totalled and/or cumulated by group.

Actual margin

Difference between actual revenues and actual expenses (actual expenses (time tracking) and actual expenses).

Method: actual revenues column minus (actual expenses (time tracking)column plus actual expenses column).

Cost variance (plan vs. actual)

Difference between actual margin and planned margi.

Method: actual margin column minus planned margin column.

Status

A negative amount in the 10th column (debit/credit) is marked red. In this case the actual margin is lower than the planned margin.

This can mean the following depending on the project focus:

  • expenses exceed revenues
  • revenues are lower as expected
  • Expenses are higher as expected.

It is possible to display the total costs, revenues, profit and cost overruns in the InLoox PM project list.

For more information see Generate personalized views.

Chart type by type

The chart type By type gives an ongoing comparison between the amounts of the management, planning and budgets pages. The list represents you all amounts cumulated by group:

Element

Description

Planned expenses (resources)

Costs of all activities from the planning page. They include the resources with recorded working time.

Method: The total work time of all resources is multiplied by the group purchasing costs for each activity. All activity expenses are cumulated by group

For more information about the group purchasing costs see Create and edit groups.

Planned expenses (other)

All planned expenses from the budget page. 

Method: Budget documents of planned expenses type are totalled and/or cumulated by group.

Planned revenues

All planned revenues from the budget page.

Method: Budget documents of planned revenues type are totalled and/or cumulated by group.

Actual expenses (time tracking)

Actual expenses (time tracking) from the budget page.

Method: Actual expenses (time tracking) are calculated automatically: Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group.

For more information about the group purchasing costs see Generate and edit groups.

Actual expenses

Actual expenses from the budget page (except actual expenses (time tracking)).

Method: Budget documents of actual expenses type are totalled and/or cumulated by group.

Actual revenues

Actual revenues from the budget page .

Method: Budget documents of actual revenues type are totalled and/or cumulated by group.

Chart type by group

Element

Description

All columns

Cumulated revenues (planned revenues, actual revenues) and expenses (planned expenses, actual expenses (time tracking), actual expenses) per InLoox PM used group.
 
 Method:

  • Expenses (planned, resources) per group
  • Expenses (planned, other) per group
  • Expenses (actual, time tracking) per group
  • Expenses (actual, other) per group
  • Revenues (planned) per group
  • Revenues (actual) per group.

Chart by date

In the chart By date each row shows the cumulated revenues (planned revenues, actual revenues) and expenses (planned expenses, actual expenses (time tracking), actual expenses) of the project within a pre-defined time period:

Element

Description

Planned expenses (resources)

Costs of all activities from the planning page.. They include the resources with recorded working time.

Method: The total work time of all resources is multiplied by the group purchasing costs for each activity. All activity expenses are cumulated by record time

For more information about the group purchasing costs see Generate and edit groups.

Planned expenses (other)

All planned expenses from the budget page. 

Method: Budget documents of planned expenses type are totalled and/or cumulated by record time.

Planned revenues

All planned revenues from the budget page.

Method: Budget documents of planned revenues type are totalled and/or cumulated by record time.

Actual expenses (time tracking)

Actual expenses (time tracking) from the budget page.

Method: Actual expenses (time tracking) are calculated automatically: Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by record time

For more information about the group purchasing costs see Generate and edit groups.

Actual expenses

Actual expenses from the budget page (except actual expenses (time tracking)).

Method: Budget documents of actual expenses  type are totalled and/or cumulated by record time.

Actual revenues

Actual revenues from the budget page.

Method: Budget documents of actual revenues type are totalled and/or cumulated by record time.

Chart type expense vs. revenues

The chart type Expense vs. revenues displays the ongoing comparison between the amounts in management, planning and budgets pages. The list represents you all amounts, cumulated by revenues (planned revenues, actual revenues) and expenses (planned expenses, actual expenses (time tracking), actual expenses):

Element

Description

Planned expenses (resources

Expeneses of all activities from the planning page. They include the resources with recorded working time.

Method: The total work time of all resources is multiplied by the group purchasing costs.

For more information about the group purchasing costs see Generate and edit groups.

Planned expenses (other)

All planned expenses from the budget page. 

Method: Budget documents of type planned expenses are totalled.

Planned revenues

All planned revenues from the budget page.

Method: Budget documents of type planned revenues are totalled.

Actual expenses (time tracking)

Actual expenses (time tracking) from the budget page. 

Method: Actual expenses (time tracking) are calculated automatically: Time tracking items from the time tracking page multiplied by the group purchasing costs.

For more information about the group purchasing costs see Generate and edit groups.

Actual expenses

Actual expenses from the budget page (except actual expenses (time tracking)).

Method: Budget documents of type actual expenses are totalled.

Actual revenues

Actual revenues from the budget page.

Method: Budget documents of type actual revenues are totalled.