BI turnover forecast from phase budgets

This application is an Additional Feature . The corresponding config set can be found here .

Application

The config set 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 do not work with probabilities yet, you can also load the Config Set Root Folder Sales , which implements the Required fields on phases (start date, end date, probability). If no probabilities are used on phases, this KPI can be deactivated .

Example

A project with the following phases:

Is displayed in the BI view as follows:

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The modules budget & phases and business intelligence must be licensed.

Important information before importing the config set can be found in the article What to Interesting facts about the additional features . Config sets change data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: