Use this list evaluation to get an overview of the monthly planning distribution of your sub-projects. You can see the pro rata monthly values per G/L account distributed over the performance period and can thus analyze the sales planning from sub-projects over time and include it in your financial planning.
List
Extended list view with detailed technical information and additional evaluation features.
| Property | Description |
| Year | The year in which the pro rata sales from this sub-project are planned. |
| month | The month in which the pro rata sales from this sub-project are planned. |
| G/L account | The number of the G/L account to which the planned value of this sub-project is posted. |
| G/L account name | The name of the G/L account for this sub-project. |
| Pro rata monthly value | The pro rata planned value per month for this sub-project. This is calculated from the total value of the sub-project by distributing it evenly over the number of months in the performance period. |
| Responsible | The eTASK employee who is responsible for the realization of sales in this sub-project. |
| Customer | The name of the customer to whom this sub-project belongs. |
| Subproject | The name of the sub-project. |
| Debtor number | The customer number of the customer to whom this sub-project belongs. |
| Customer abbreviation | The abbreviation of the customer to whom this sub-project belongs. |
| Total value | The total net value of the sub-project in euros, distributed over the performance period. |
| From | The start date of the performance period over which the total value of the sub-project is distributed. |
| Until | The end date of the performance period over which the total value of the sub-project is distributed. |
Export
Contains additional properties for export to external systems or file formats.
| Property | Description |
| Account category | The category to which the G/L account used is assigned (e.g. revenue, expenses). |
| Date / Month | The date that represents the month (usually the first day of the month). |
Link IDs
Contains unique identifiers for system-wide identification and linking of records. Enables navigation between related data.
| Property | Description |
| Internal ID (subproject) | The internal ID of the sub-project. It serves as the basis for links from the evaluation to the associated sub-project data record. |
| Internal ID (G/L account) | The internal ID of the G/L account. It serves as the basis for links from the evaluation to the associated G/L account data record. |
