Portlet: Finance Summary

This portlet provides Project Managers with a financial snapshot of the projects finances.

  Real Costs:
  • Customer Invoices: Total invoices created   
  • Provider Bills: Total Provider Bills created    plus provider expenses planned using the Financial Planning feature
  • Timesheet Costs: Total of internal time sheet costs: Hourly rate as provided in user account multiplied by hours tracked for this project   
  • Expenses: Total of expenses bundles confirmed by supervisor
Preliminary Costs:
  • Quotes: Total of all quotes created in this project
  • Purchase Orders: Total Purchase Orders   
  • Timesheet Budget: Budget hours as given in Project Base Data multiplied by Parameter DefaultTimesheetHourlyCost (default value: 30) plus Timesheet Expenses planned using Financial Planning feature
  • Expense Budget: Expenses planned using Financial Planning feature
  • Expenses: Total expenses as entered by user   

References:

To locate, manage the portlets visibility and set its permissions please refer to http://[YOUR_SERVER]/intranet/admin/components/
When you are logged in as a System Administrator you can click on the wrench icon that becomes visible when you mouse over the portlets top bar.

Configuration:

Various configuration options are provided. For details please see Documentation API: im_costs_project_finance_component

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