Budget Cost Comparison MOD009E2U

Introduction

• Reports → Costs panel → Budget Cost Comparison

Information

• In this module, cost and budget data

  • from the current planning (DT461: Cost budget, Total costs, and Total revenues)

  • and from the status reports (DT823: Budget, Costs, and Revenues), if existing, are grouped by a particular criterion.

Module Variants

Module Header

• The projects displayed in this module are grouped by code. However, it is possible to change the grouping or to have the projects displayed ungrouped.

  • In the Group by field you can either change the grouping criterion by making a selection from the listbox, or delete it. After you have clicked on the Apply changes button, the projects are either displayed grouped by the selected criterion or they are displayed ungrouped.

    • If you change the grouping criterion in another module of the panel which also contains grouping criteria, it automatically takes effect in the current module as well.

• The projects to be displayed in this module can be filtered using object filters.

  • If there already is an object filter, it can be selected from the listbox on the Filter field. After clicking on the Apply changes button, only projects which correspond to the filter are displayed.

  • You can edit existing object filters or create new ones in the Object Filter module which is opened via the Edit filter button.

  • If an object filter is selected in one of the modules which use object filters, it automatically takes effect in all other modules with object filters as well.

Data

• Budget, cost, and revenue values of all projects are displayed in table form at three levels:

  • In the sum area, the sum values of all projects are displayed. budget and costs of are additionally displayed in the form of pie charts grouped by the selected criterion.

  • At the grouping level, the aggregated values of the respective group are displayed. Budget, cost, and revenue values are additionally displayed as bar charts.

  • At the project level (displayed by unhiding the tree structure of the respective group), the project values are displayed.

• In the module variant Base, at the project level, the current planning data (DT461) is displayed. Underneath, if available, the status report data (DT823) (from the reports with Baseline, Active status report, and Previous status report status) of the respective project are offered for comparison.

• In the module variant With Delta View the values per project are displayed in three lines:

  • Report (depending on the selected data source): Budget, Costs, Revenues

  • Current (current planning): Cost budget (current), Total costs (current) and Total revenues (current)

  • Deviation (delta values): Delta Cost Budget, Delta Total Costs and Delta Total Revenues

  • By clicking on the link in the ID of the status report, the status report is opened in the Status Report module.

Notes

• For structured projects, the summarized values of the entire project structure will be displayed.

• Clicking on the ID of the required project (planning object) switches to the corresponding panel where the project's (planning object's) data can be edited or viewed, depending on the user rights.

• By clicking on the link in the Report status field of the required status report, the respective status report will be opened in the Status Report module.