budget projects

Get an overview of the budgets for projects that your companies are carrying out here. You can enter the budget earmarked for the project and view the reserved amounts. In addition, the expected and already incurred costs are displayed for all projects. The form also allows you to enter the basic data for the project, e.g. type, initiator, person responsible.

Identification

Information on the data record’s identification is entered in this section.

Property	Description
Remarks	Enter comments or information about the project.
Project Class	Enter the project’s number.
Associated Maintenance task	Select the associate to which the project budget belongs.
Code	Displays the project budget’s abbreviation. This is automatically generated, after being saved for the first time, from the associate's number and the project budget.
Category	Selection of the budget project category.
Name	Enter the project’s name.
Status	Select the project status.
Responsible staff member for the project	Select the person responsible for the project.

Budget values

The budget values are managed in this section. Only the proposed overall project budget can be entered. The remaining values represent the totals of the corresponding project task values.

Property	Description
Intended budget [€]	Enter the intended budget for the entire duration of the project.
Reserved amount [€]	Displays the reserved amount from the total budget.
Estimated costs [€]	Displays the estimated costs. They are calculated automatically from the sum of the assigned contracts and orders for the entire duration of the project.
Actual costs to date [€]	Displays the actual costs to date. This is calculated automatically from the costs and invoices assigned to the budget positions.

Project duration

The planning and project periods can be specified in this section.

Property	Description
Planning until	Select the date on which the planning ends.
Planning from	Select the date on which the planning begins
Start of project	Select the date on which the project begins.
End of project	Select the date on which the project ends.

Budget positions

All project tasks which the project budget is made up of are entered here.

See also: Budget items/project measures

Reserved budget amounts

This table shows all reserved amounts from which the entire reserved amount under the budget values is calculated.

See also: Annual distribution of budget amounts

List of projects Measures Budgets

List of projects Measures Budgets

See also: annual budgets

SAP

When used in conjunction with a SAP system, the required connections can be made here.

Property	Description
PSP item (SAP)	Enter the project structure plan element in SAP to which the project budget should be assigned.

Documents

Any kind of document related to the data record can be uploaded in this section.

In this section you can upload, download and manage files.

Budget status

This report shows the budget preparation for the present project budget. It displays basic information about the project (such as status, company, work period) and below for each project task, the code, the proposed and planned budget and the estimated and actual costs and accounting data.

Recalculate budget values

This function updates the values "Planned costs", "Estimated costs" and "Actual costs".

List of building diagnostics

List of building diagnostics

See also: Building Analyses