Calculation Matrix for Dates, Costs, and Budgets

Information

In the first table below you will find a list of the use of different calculation functions which can be effected via the respective module buttons or menu items in different user modules. In the second table, the calculation functions are explained in more detail.

Module	Button/menu item	Scheduling including calculation of costs/revenues/benefit	Budget calculation	Calculation of risks and opportunities
Schedule (Project)	in the toolbar or Edit → Calculate schedule menu item	+	-	+
Schedule (Program)	in the toolbar or Edit → Calculate schedule menu item	+	-	+
Budget (Project)	Recalculate	+	+	-
Budget (Program)	Recalculate	+ Revenues/benefit are only summarized from projects to programs which do not have any revenues/benefit of their own.	+	-
Status (Project)	Create baseline Create status report Create final report	+	+	+
Status (Program)	Create baseline Create status report Create final report	+ Except summarization of costs to cost type groups	+	+
Replanning	Replanning	+	+	+

Explanations of individual calculation types :

Calculation type	Variant	Subvariant	Calculation
Date scheduling
	Manual cost input Planning model parameter Manual cost input =		Only calculation of dates
	Automatic cost calculation Planning model parameter Manual cost input =
		Schedule calculation with costs model parameter = 0	Calculation of dates and capacities (loads)
		Schedule calculation with costs model parameter = 1	Calculation of dates, capacities (loads) and costs on the lowest planning level (load) Summarization of the calculated costs to resource assignment, task, and project along the project levels. Summarization of calculated costs to cost type groups per year Summarization of the costs from cost type groups per year and project to cost type groups per project and subsequently to the cross-group project total value as well as from subproject to parent projects Summarization of revenues from individual load records of the resource to years Summarization of the benefit values of individual KPIs per year to years of the project
Budget calculation			Summarization of the budget from cost type groups per year and project to cost type groups per project and subsequently to the cross-group project total value as well as from subproject to parent projects

Note

For detailed information on cost/budget planning and calculation, please see here.