Einsatzbudget bei Aufwandsphasen | Voters

Deployment budget for expenditure phases

revision

Benedikt Voigt

Discuss with Tobias: In expenditure phases, a distinction should be made between billing and internal under project structure, similar to costs. See first screenshot.

In contrast, the internal deployment budget should be displayed in deployment planning. See second screenshot:

August 25, 2021

Arne Semmler

marked this post as

revision

In the “posted own costs” column, the lines for “invoice” and “internal” should be swapped - internal must be more present and larger.

Benedikt Voigt

marked this post as

complete

The points should now be implemented as discussed. However, what is still missing is the implementation in the invoice (if there is a contract limit but more hours have been worked on it)

Benedikt Voigt

marked this post as

in progress

Arne Semmler

marked this post as

planned

Arne Semmler

The invoices are as follows:

Expenditure item is set to “max. order amount”:

1.1 Billing amount < Order amount: Billing of hours without special features

1.2 Billing amount > Order amount: The billing amount paid more than the order value is shown directly at the relevant item. In the appendix “Performance and Payments”, this is shown in red internally, in the PDF in normal text color as a deduction directly next to the item.

Expenditure item is set to “estimated”:

The estimated order amount is shown in the invoice as standard (but can be switched off); the actual billing amount is billed according to hours and billing rates.

Expenditure item is set to “is increased by bookings”:

The invoice shows the increased order amount. This is equal to the billed amount in terms of hours and billing rates.

Arne Semmler

The following stipulations were made in Product Management Meeting 09:

The automatic system that an hour position is automatically set to the “hour recording” power level method is removed.
The automatic system that an hourly position whose definition of the order amount is set to “estimated” switches itself to “is increased by bookings” must be removed.
The deployment budget should be calculated for expenditure items in the same way as for other items: order amount (estimated, maximum or automatically increased) minus planned profit percentages.
The profit or loss percentages are shown twice: the “Invoice” line shows the variance between the order amount and the posted billing total. The “internal” line shows the variance between internal booked costs and the deployment budget.