Plug-in: BI revenue forecast from phase budgets

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Requirements

• The Expert product line is a prerequisite for this plug-in.
• The modules Budget & Phases and Business Intelligence must be licensed.

Application

The plug-in implements the two BI Kpis Umsatzprognose aus Phasenbudgets and Umsatzprognose aus Phasenbudgets gewichtet , with which the fee budget of a project phase can be distributed linearly over the life of a project, independently of Resource Planning.

The BI KPI Umsatzprognose aus Phasenbudgets gewichtet also includes unsold phases including their probability. If you are not working with probabilities yet, you can also Plug-in: Root folder sale be loaded, which the Required fields implemented on phases (start date, end date, probability). If no probabilities are used on phases, this Kpi can be be deactivated .

Example

A project with the following phases:

Is displayed in the BI view as follows:

Technical information

Importing the plug-in creates the following objects: