DT861 Budget/costs/benefit per year
DI061339 Active
Via the Active checkbox you can define whether the cost, effort, and budget values of the respective planning object are summarized to the portfolio or not. That way it can be checked how portfolio values change with or without the selected planning object.
Values
- - the data of the planning object will be summarized to the portfolio
- - the data of the planning object will not be summarized to the portfolio
DI023278 Approved budget
Via this parameter you can define whether the budget in the Approved column of this yearly tranche is approved, and if so, the approved values of the yearly tranche are summarized upwards to the entire project level.
Values
- - the budget will be approved and summarized upwards via the structure
- - the budget will neither be approved nor summarized
DI065513 Approved budget in portfolio
Via this parameter you can control whether the Approved values of the selected planning object are adopted in the portfolio (in the Approved) column.
Values
- - the approved budget of the planning object is not adopted in the portfolio
- - the approved budget of the planning object is not adopted in the portfolio
DI041675 Total costs
Total costs of the project and of all of its subprojects in the selected year
Details
- The value is fetched from the Total costs DI in DT282 via Python value range.
DI028831 Planned benefit (without subprojects)
The planned benefit of the project without considering its subprojects in the selected year or as a sum of all years
Details
- The Planned benefit (without subprojects) value is copied from the Planned benefit field in the Project Core Data module (Key Performance Indicator area) of the respective project.
DI023173 Achieved benefit (without subprojects)
Achieved benefit of the project without considering its subprojects in the selected year or as a sum of all years
Details
- The Achieved benefit (without subprojects) value is adopted from the Achieved benefit field in the Project Core Data module (Key Performance Indicator area) of the respective project.
DI061227 Resulting benefit (without subprojects)
Resulting benefit of the project without considering its subprojects in the selected year or as a sum of all years
Details
- The Resulting benefit (without subprojects) value is either the Achieved benefit (without subprojects) value - if there is any - otherwise it will be the Planned benefit (without subprojects) value.
DI060780 Achieved benefit
Sum of the Achieved benefit (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years
Details
- The Achieved benefit (without subprojects) value is adopted from the Achieved benefit field in the Project Core Data module (Key Performance Indicator) and is displayed in the Budget module.
DI060779 Planned benefit
Sum of the Planned benefit (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years
Details
- The Planned benefit (without subprojects) value is adopted from the Planned benefit field in the Project Core Data module (Key Performance Indicator) and is displayed in the Budget module.
DI060778 Resulting benefit
The resulting benefit of the selected project and of all of its subprojects in the selected year or as a sum of all years
Details
The Resulting benefit value is either the Achieved benefit value - if there is any - otherwise it is the Planned benefit value.
DI060777 Deviation: revenues - costs
Deviation of the Total revenues from Total costs in the selected year or as a sum of all years
DI061361 Total costs (without subprojects)
Total costs of the selected project without considering its subprojects. The value is fetched from the Total costs (without subprojects) DI from DT282.
DI061229 Deviation: revenues - costs (without subprojects)
Deviation: Total revenues (without subprojects) from Total costs (without subprojects)
DI061225 Total revenues (without subprojects)
Total revenues of the project without considering its subprojects in the selected year or as a sum of all years
Calculation
DI061222 Planned revenues (without subprojects)
Initially planned revenues of the selected project without considering its subprojects in the selected year or as a sum of all years
Details
- Planned revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).
DI061223 Remaining revenues (without subprojects)
Remaining revenues of the selected project without considering its subprojects in the selected year or as a sum of all years
Details
- Planned revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).
DI061224 Actual revenues (without subprojects)
Actual revenues of the selected project without considering its subprojects in the selected year or as a sum of all years
Details
- Actual revenues of a project will only be displayed if revenue resources are planned on the tasks in this project (Schedule module) and actual values are created for them (Post Revenues module).
DI041660 Planned revenues
Remaining revenues of the selected project and of all of it subprojects Planned revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years
Details
- Remaining revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).
DI041661 Actual revenues
Actual revenues of the selected project and of all of it subprojects Planned revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years
Details
- Actual revenues of a project will only be displayed if revenue resources are planned on the tasks in this project (Schedule module) and actual values are created for them (Post Revenues module).
DI041662 Remaining revenues
Remaining revenues of the selected project and of all of it subprojects Remaining revenues (without subprojects) values of the project and of all of its subprojects in the selected year or as a sum of all years
Details
- Remaining revenues of a project will only be displayed if revenue resources are planned on tasks of this project (Schedule module).
DI041663 Total revenues
Total revenues of the selected project in the selected year or as a sum of all years
Calculation
Details
- See also details under Actual revenues and Remaining revenues
DI061228 Deviation: benefit - costs (without subprojects)
Deviation: Resulting benefit (without subprojects) from Total costs (without subprojects) in the selected year or as a sum of all years
DI061226 Deviation: benefit - costs
Deviation: Deviation of Resulting benefits from Total costs in the selected year or as a sum of all years
DI023062 Year
In this field, the year of the yearly tranche is displayed.
DI023076 Project ID
Technical ID of the project. It is automatically generated when a project is created. In contrast to the functional ID in the Project DI, it cannot be changed. It is usually invisible in the modules.
DI023119 Project ID
Technical ID of the project. It is automatically generated when a project is created. In contrast to the functional ID in the Project DI, it cannot be changed. It is usually invisible in the modules.
DI040331 Project name
Here, the name of the project that is included in the selected portfolio and has budget and cost values in the selected period, is displayed.
DI059269 HT: approved
Help text: approved
DI059270 HT: Requested
Help text: Requested
DI059125 HT: baseline
Help text: baseline
DI059126 HT: Total
Help text: total