The Budget section allows you to define the budget available for a specific period of time, establishing a 'predicted value' of cost and relative overview of actual costs and remaining budget.
On the budget detail page, the fields relating to the validity of the budget, the description/title and any notes must therefore be filled out. Furthermore, the creation information of the same will be tracked; creation/modification date and resource that performed the activity. The presence of a histogram will allow to constantly monitor the ratio between the expected budget value and the actual costs incurred.
In the Attachments section any supporting documentation may be added and in the Costs section it will be possible to have a list of the actual costs incurred. We will see later how to load the costs in the project detail.
Project User Roles
It is then possible to define the various actors who will take part in the project through the special section 'Project User Roles'; the different role will allow the user to inherit certain permissions.
For example, the Project Manager, unlike the Developer, will have default access to cost items, available budgets.
Permissions and Permissions Cost
For the project entity it will be possible to define what are the generic permissions related to the different user groups; for example the creation or modification of the same, the possibility of cloning/deleting records and establishing any permits related to costs. Therefore certain cost items will be visible only to certain users or groups.
It will therefore be sufficient to drag the interested groups/users from the 'Available Groups' section to the 'Selected Groups' section and determine which permits to make available or not.
Project creation Example
Now let's see what are the various steps for a correct project creation. After choosing the Type of project it will be necessary first of all to define a Title of the same, the Status, any Description, Start/End Date, Priority and Risk. Insert any internal project reference (or applicant for it) and, in the Financial Section, Budget and Job Order available. The Budget (like the Order) is transversal to one or more projects.
In the relative cost section it will be possible to have an overview of all the cost items and information related for example to the billing date, the estimated value upon completion...
Below is an example of loading a cost item: Title, Reference Budget, Cost Type, Invoice Date. In order to correctly monitor the presence of an initial (estimated) value, current value (costs actually incurred at a certain date) and Estimated Cost at Completion (variable during project execution).
In the project detail, through the initial overview section, it will always be possible to keep the cost trend under control. This is also thanks to the presence of a cost distribution matrix in the various quarters of the year.
The section on the scheduled activities will give evidence of the various types of activities envisaged by the project with relative assignment to the group or to the single resource. The following is an example of a scheduled task upload with a definition of the expected effort:
Finally, in the planner section, it will be possible to have a real-time update of the progress percentage of the various tasks with the detail of the group or resource to which the activity is assigned and the estimated timing and relative effort.