Planning Costs using Easy Cost Planning 

Use

As project leader you decide to plan your costs using Easy Cost Planning. To make the work easier you include the relevant planning form in your worklist. You then assign the corresponding planning forms to the planning elements of your project and define the characteristics.

Procedure

  1. Call up your project in the Project Builder by double-clicking on Project I/00XX displayed in the structure tree as a preview.
  2. Choose .

    3. A dialog box appears with the predefined costing variant PS06.

  3. Choose Create Cost Estimate.

    4. The screen Easy Cost Planning appears. The costing structure and the worklist are displayed in the left hand side of the screen. The system has transferred the project structure to the costing structure. The planning elements are indicated by .

    The right-hand side of the screen is the work area. In the lower screen area you find the item overview.

  4. If the item overview is not displayed, choose Show/Hide Item View.
  5. If the worklist in the lower left screen area is not displayed, choose .

Including Planning Forms in the Worklist

  1. In the screen area Worklists, choose next to the directory My Planning Templates.
  2. Enter ZPS00* as a search term in the field Costing model.
  3. Choose .
  4. Select planning forms ZPS001 to ZPS003 and choose .

The system transfers the planning forms to the screen area Worklists. If necessary change the width of the column to see the entire description.

Assigning the Planning Forms to the Project Elements

  1. In the screen area Costing Structure select the WBS element Concept and Organization.
  2. Click on the planning form IT:Concept in the screen area Worklists.

    3. The system displays the entry screen with the characteristics for the planning form in the work area.

  3. Enter the following data:
    4.

    Field

    Data

    Working Hours

    100

    Additional Costs

    2000

  4. Choose Confirm.

    5. Depending on the data you entered the system determines the costing items using the planning form and displays them in the costing structure.

  5. If you would like an overview of the meaning of the symbol legends displayed in the costing structure, choose in the application toolbar.
  6. Similarly, assign planning forms to the following WBS elements:
    7.

    WBS element

    Planning form

    Detailed Design and System Set Up

    IT: Implementation

    Team Preparation

    IT: Preparation

  7. Enter the following data:
    8.

    In the planning form entry screen

    Field

    Data

    IT: Implementation

    Internal Working Hours

    130

     

    Number of Licenses

    50

    IT: Team preparation

    Internal Working Hours

    90

  8. Choose Confirm.
  9. If you want to see the aggregate costs on the project, either change the column width as necessary in the screen area Costing structure, or increase the screen area.
  10. Choose .

    11. You access the Project Builder.

  11. Choose .

Result

You have planned the project costs. Once you have received detailed information about the project, change the cost planning.

Changing Cost Planning