Budget, Costs, and Revenues (Delta View) MOD009AIN

Access

• Multi-Project Management → Reports → Cost Overviews panel → Budget, Costs, and Revenues (Delta View)

Information

• In this module, you will find cost and budget data of the projects
  • from the current planning and
  • from the status reports as well as
  • their delta values (current planning vs. status reports) grouped by a particular criterion

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 Use 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 area, 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.

  
  

• In the Data source field, a report data source (final report, active ststus report (last released status report), baseline, or previous status report (report which was active before the last active report)) can be selected from the listbox. If you click on the Use changesbutton, budget, costs, and revenues will be displayed on the basis of the selected report.

Data

• Budget, cost, and revenue values of all projects are displayed in table form in three lines:
  • Report (depending on the 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 revenues and Delta total costs
• In the sum area (sum level), the sum values of all projects are output.
  • Here, sum values for budget and costs are displayed in the form of pie charts grouped by the selected criterion (see header).
• At grouping level, the values of the respective group are displayed. They are the summarized values from all corresponding projects.
  • Here, budget, cost, and revenue values are additionally displayed as Gantt charts.
• At project level (display by extending the tree structure of the respective group), the budget and cost values of the projects are displayed.
  • By clicking on the ID of the required project you can switch to the corresponding Project panel in which you can review or edit the project data depending on your user rights.
  • If you click 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.