In addition to an overview of each report, you will also find the registration information on how the report is registered in Vertec.

As of the reporting date, this report presents an evaluation of outstanding chargeable services, expenses and downpayments per project and project phase that were still outstanding at that time.

• The effective date is the last of the last month.
• For each project there is a total line including downpayment and, if available, a sub-list of phases with the values per phase.
• The project line calculates the totals independently, i.e. does not represent “tums” of the phase list. Here, deviation can occur if, for example, a project has services that are not in a phase and services that are in a phase.
• Completed lump sum phases automatically calculate the external values of the services, expenses and outlays as soon as they are completed. For lump sum phases that are not completed, the sums of the services, expenses and outlays are calculated using the planned values, i.e. planValueExt, planValueInt, planExpenseValue and planExpenseValue.
• Only lump-sum phases are taken into account, which services, expenses or outlays are covered. Otherwise, they are not considered “work in progress”.
• Projects that have no services, expenses, outlays, or downpayments are not shown.
• Downpayments which have not yet been invoiced shall not be taken into account.

Registration information

• Type: Office report
• Class: Project
• Output format: Word, PDF or Excel
• Executable on: Single + List
• Internal name: CommencedWork
• Active: yes

Represents the budget and the effective services per project and phase as of the end date.

• The effective date is the last of the last month.
  • For project budget figures, the effective date is irrelevant.
  • Phased budget figures shall take into account the effective date if they have been tracked.
  • For the effective service sums and the remaining budget, all services up to the cut-off date are taken into account. This is the same for projects and phases.
• Only project phases with status “Accepted” or “Completed” are listed.
• The lists are grouped by currency.

Service sums are used, not the sum of the services. For possible differences, see  

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: BudgetOverview
• Active: yes

Creates an invoice proposal with all open services, expenses, outlays and advances per project in the selected date range. The project type can also be selected in the dialog.

• There is an expiration date. The default is the last of the last month. If no expiration date is entered, a message will appear and the execution will be aborted.
• Flat-rate phases without a planned value are no longer taken into account.
• If no project type is selected, projects from all project types are shown.
• The respective project currency is printed on the project title.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: InvoiceProposal
• Active: yes

Shows an evaluation of the projects, broken down into fee, hourly and KPIs. Only the services of the selected date period are considered. The default is the last month.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: ProjectEvaluation
• Active: yes

Displays all receivable postings of the project (grouped by account). When querying the date interval, you can specify whether the open invoices should also be listed.

The posts are grouped by currency and the total is output with a note of the currency.

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal Name: RecapitulationOfBookings
• Active: yes

Lists all downpayments of the selected projects, including an overview of the invoices from which the downpayments were deducted.

• By effective date. The default is the last of the last month. The effective date is shown as a subtitle on the report.
• Only downpayments that have a balance (or had at the effective date) are shown
• Only deductions are shown on invoices that were already charged on the effective date
• Lists are grouped by currency

Registration information

• Type: Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single + List
• Internal name: AdvancePayments
• Active: yes

Creates a letter from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Legacy Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

Creates a fax template from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Legacy Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

Creates a short letter with checkboxes from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Legacy Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

Creates a memo template from the project with the customer address from the CRM as the recipient.

Registration information

• Type: Legacy Office report
• Class: Project
• Output format: Word or PDF
• Executable on: Single
• Active: yes

In Vertec versions before 6.6

Displays the history of the hours, fees, costs and resources compared to the budget per month within the selected time period. It also provides an earned value analysis showing the deviation from the budgeted values and a cost efficiency (CPI) – time efficiency (SPI) chart.

Prerequisites

• To track budget changes over time, the system setting Track budget changes to phase must be set to JA.
• The expenditure budget and the fee budget must be regularly reviewed and updated.
• Expenditure budget: Must always correspond to the total time spent up to the completion of the phase or project.
• Fee budget: corresponds to the contractually agreed fee amount. In the event of an increase in the contract or supplementary contracts, the fee budget must be adjusted accordingly.
• In order for the Earned Value Analysis to represent meaningful calculations, the start date and end date must be entered on the phase and updated if necessary.

Registration information

• Type: Legacy Office report
• Classes: project, project phase
• Output format: Excel
• Executable on: Single
• Active: yes