de:Die_proRM-Budgetplanung


Overview

proRM Budget Planning App gives you an overview of the current budget status of your project. You can see in a glance if you are still in budget, how many hours your employees still need to complete the task and what the total progress of the project is.

BudgetPlanning 01.jpg

Field name: Description:
Refresh Refreshes the selected time period and shows the corresponding data
SaveSaves all changes, made in the yellow fields
Select Customer Selection of required customer
Select Display Mode It can be displayed as Budget, or as Project Level Details, or both. 
Select View Here the projects can be selected according to their status 
Budget Shows the complete project information
Project Shows the corresponding project number 
Project Tree View Shows a tree view structure of the projects and the respective subprojects 
Start Date Shows the start date of the projects 
End Date Shows the end date of the projects
Total Estimation for Project Resources Shows the total estimated effort of a resource for the project (in hours) 
Total Estimation for the Project Shows the total estimated effort for the project (in hours) 
Budget Shows if the project is still within the budget 
Project Level Details Here the project information is shown in a more detailed way.
Project Budget Shows if all parts of the project are still within the budget.
Estimation for Project Shows the estimated effort for the respective project (in hours) 
Total Estimation of Project Resources  Shows the total estimated efforts for the assignments 
Estimation for Assignment Shows the estimated effort for a particular assignment

Definitions

What does "Project Budget" mean?

Here you can see if the selected project is still within the budget. Its value may differ from the Budget.

What does "Estimation for Project" mean?

This is the sum of all estimated hours for the project. This value is specified by the project manager while creating the project.

What does "Total Estimation of Project Resources" mean?

This is the total estimated hours, needed to finish the project including all assignments.

What does "Estimation for Assignment" mean?

This is the total estimated hours needed to finish the project.

How to Use proRM Budget Planning App

The application is divided into two distinctive elements. On the left side you can see the complete project including any sub-projects. Under Budget you can see whether, taking account of all sub-projects, you remain within budget. On the right-hand side, under Project Level Details you have a detailed breakdown of the current status of the individual projects including the real-time data provided by team members – at the respective project level. Particularly helpful is the employee ETC (Estimated Time to Complete) for a given task. This enables you to identify potential bottlenecks in time, helping you to remain within budget.

BudgetPlanning 01.jpg

How to Check if You Are Still in Budget?

It is incredibly easy to get an idea of whether your projects are within budget in just one glance. The budget status is displayed in the Budget column. If the budget status is green –the project is within the budget, if it is yellow – your costs are equal to your budget, if it is red – your costs exceed your budget and appropriate management steps should be taken.

How to Check if You Are Still in Budget With Your Subprojects?

Looking at the Budget in the Project Level Details section you can check whether your subprojects are within a budget. It is important to remember, that proRM Budget Planning App is able to distribute available resources within one project in case one subproject needs more assets allocated. It means that there is the possibility when one or more subprojects are out of budget (red status) while the main project is still within budget (green status). This situation can take place, if there is enough buffer in the total budget for all subprojects together.

Highlighted in Yellow Fields

The highlighted in yellow fields are changeable. For instance, if you have an initial planning of 10 hours for an employee to work on a particular project and the employee assumes in his/her booking by entering the ETC that it will take five more hours, you can change the field from 10 to 15h within the application.

Add Employee Assignment

To assign an employee for a certain project click Add Assignment and add necessary information.

Project Phase Filter

You can filter your projects in a way that only projects in a specific phase are displayed. By default it is "In Progress", but you can choose every available project phase you require. Therefore, it is also possible to view archived projects.

Show/Hide the "Project Level Details" section

You can show or hide the Project Level Details section when you should enable/disable the button "Project Level Details". This section shows you detailed Information about every employee assigned for the project.

Show/Hide the "Budget" Columns

To show/ hide the "Budget" section enable/disable the button "Budget". The Budget section shows the summed up information about all projects and if you are still within a budget.

Full Screen Mode and New Tab

To activate the Full Screen Mode click the icon Full Screen with the arrows outward, which is located next to Help icon in the right corner of the application. To open proRM Budget Planning App in a new Tab click on the icon Open in new tab with a diagonal arrow, which is located next to Help and Full Screen icons in the right corner of the application. Please be careful: When you open the application in a New Tab, it loads a blank page of the application without early selected data. When you open the application in a Full Screen, it opens with early selected data.