Enter Budget Cost
Explanation
Use this activity to enter the budget costs that
are to be connected to a work order. You can enter the estimated values for personnel, material and external costs.
Budget page can be used to enter and view information on
costs/revenues for a service request/work order associated with the cost
types; Personnel, Material, Expenses, External, Tools and Fixed Price. The
revenue information is only used in IFS/Service Management and this
information is only visible if a customer is defined in the work order. A
summary row is displayed at the bottom of the page. The page contains
information on the following:
- Budget Costs/Budget Revenue
- Planned Costs/Planned Revenues
- Actual Costs/Actual Revenues
Further this page comprises of following graphs:
- WO Analysis - A bar graph which represents the cost and
revenue information of the work order categorized through Budget,
Planned and Actual information and with the relevant cost types.
- Cost Summary - A bar graph which represents the cost
information of the work order categorized through Budget, Planned and
Actual costs and as well as the work order cost types.
- Revenue Summary - A bar graph which represents the revenue
information of the work order categorized through Budget, Planned and
Actual revenues and as well as the work order cost types.
- Actual Cost - A pie chart which represents a graphical view
of cost proportions.
- Actual Revenue - A pie chart which represents a graphical
view of revenue proportions.
- In addition actual, planned and budget margin percentages are
displayed in the Margin section.
Prerequisites
Before the budget values are entered, the following must have been
completed:
- Current work order retrieved in the window.
System Effects
As a result of this activity, the budget costs for personnel,
material, and external costs are connected to the work order.