In addition to previous functionality covering fees on the project being used for Billing and Other expenses forecast, now we are using resourcing to get a more comprehensive forecast of the financials. Now we are always showing the screen to choose what to update and indicate to the user if he/she is going to overwrite some previously entered values.

The basis of how resourcing works as a basis of the calculations:

  • Revenue forecast: price of the user's default worktype on the project * amount of hours allocated to a given month
    • If there is a default worktype set for the project or the phase with the resource allocation, price of that worktype is used instead
    • If there is a phase-specific exception used that defines the price of the hour, that is used instead
    • If an allocation spreads over several months, the division by month is based on workdays
  • Billing forecast: same logic as with revenue forecast, but will only be calculated if the specific worktype has "Bill" selection in the price list
  • Labor expenses: cost per hour on the user's work contract * amount of hours allocated to a given month
    • If there is a case-specific exception for the user's hourly cost, that is used instead

Oliko tästä vastauksesta apua? Kyllä Ei

Send feedback
Pahoittelut, että emme voineet auttaa. Anna palautetta, jotta voimme parantaa tätä artikkelia.