Budget (Program) MOD009E6K

Introduction

• Planning → Programs panel → Click on the ID of the required program → Program panel → Budget

Program Area

Information

• The Recalculate button can be found in the action bar.

  • This causes a complete recalculation of all values. It is required, e.g. when

    • the project assignments are changed

    • or manual values have been entered.

• In the area header you will find specifications on

  • the program or

  • the current program baseline.

Module Structure and Data Editing

Information

• The data is divided into three blocks:

  • Costs block

  • Effort block

  • Benefit and Revenues block

Costs block

Information

• At vertical level, the block consists of

  • an entire program level and

  • a yearly tranche level.

    • Each of these levels contains

      • a sum line and

      • lines for individual cost type groups of the Costs class.

Summarization

• The lowest level is formed by cost type group lines of yearly tranches. From here,

  • the values of all cost type groups of a yearly tranche are summarized in the sum line of this yearly tranche on one hand,

  • the values of individual cost type groups of all yearly tranches are summarized in the corresponding cost type group lines at entire program level on the other hand.

• The top level is the sum line at entire program level. It represents the summarized values from all cost type group lines of all yearly tranches.

• At horizontal level, the following columns are contained in the Costs block:

  • Budget column groups (Program budget, Project budget, Approved, Requested, Baseline columns)

  • Cost column group (Actual, Remaining, Total, Deviation, % deviation)

Procedure

• All columns except Program budget are output columns. They cannot be edited manually. The values displayed here are summarized values from all projects assigned to the program and their subprojects.

• The values of the Program budget column only refer to the program itself without considering the assigned projects. Manual input is only possible at yearly tranche level. At entire program level, only summed up values are displayed.

Effort block

Information

• The structure, the display, and the editing options in the Effort block are identical to those in the Costs block.

  • The cost type groups displayed here, are of the effort class.

Traffic Lights for Costs and Effort

Information

• Left of the heading column, traffic light triangles visualize the deviation between budget values and the calculated cost or effort values for each line.

• The traffic lights are only displayed if budget values are available.

• The reference field for the traffic light is the % deviation field in the respective line.

  • Green traffic light: Total costs lower than budget

  • Yellow traffic light: Costs/effort overrun of up to 5%

  • Red traffic light: Costs/effort overrun of more than 5%

Benefit and Revenues block

Information

• At vertical level, the block consists of

  • an entire program level and

  • a yearly tranche level

Summarization

• The values of the separate yearly tranches are summed up to entire program level.

• At horizontal level, the following column groups are available in the Benefit and revenues block:

  • Benefit column groups

  • Revenue column groups

Procedure

• All columns are output columns. They cannot be edited manually. The values displayed here are summarized values from all projects assigned to the program and their subprojects.

Note

• The block is only visible if the benefit or revenues are available for at least one of the assigned projects.