]po[ Financial Planning

(Please click on the hexagons for more information)


This package allows managers to plan the financials of a project based on variety of dimensions including time, project phase, project resource and type of cost.

Planning Dimensions

During the configuration of the package you can choose how to plan the financials of the project. There are several frequently used configurations:

  • Investment Management - External costs over time:
    In Investment Management there are no "internal" costs (timesheet, expenses etc.). Instead, you plan external costs on a time axle.

  • Resource based Planning - Timesheet costs and travel expenses per project member:
    Medium sized projects are frequently planned on a base of user time + travel expenses.

  • Phase Planning over Time - Planning of large projects:
    Large projects are frequently planned by means of total costs over time.

  • Cost Type over Time - Public Administration:
    Public administration financial planning is based on budget for certain cost types over time.

 

Examples:

Financial Planning - Users / Cost Types

Financial Planning - Users / Cost Types

Integration with ]po[ Financial Controlling

Planned values for Timesheet Costs and Expenses are automatically included in the financial system's profit and loss analysis. See also portlet: Financial Summary

Package Documentation

Procedure Files

lib/planning-component-table.adp        
lib/planning-component-table.tcl        
lib/planning-component.adp        
lib/planning-component.tcl        
tcl/intranet-planning-procs.tcl        

Procedures

im_planning_component       Returns a HTML component to show all object related planning items. 
im_planning_item_status_active        
im_planning_item_status_deleted        
im_planning_item_type_costs        
im_planning_item_type_revenues        
im_planning_table_view_component       Returns a HTML component that shows all planning items in a table view, allowing to add a new item. 

SQL Files

sql/postgresql/intranet-planning-create.sql        
sql/postgresql/intranet-planning-drop.sql        

Content Pages

www/
      action.tcl Takes commands from the /intranet-planning/index page or the notes-list-compomponent and perform the selected action an all selected notes.
      index.adp
      index.tcl
      planning-component-table-action.tcl Sets or updates Employee/Company Price Matrix
     quote-wizard/
           new-from-planning.adp
           new-from-planning.tcl Create a new quote from planning information
 

 

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