Pre-controlling

By pre-controlling in this case we mean the comparison between what I have planned internally as services in a job and what I have calculated for the customer in the estimate, because these values can possibly differ significantly from each other.

This list allows us to check whether we will achieve a sufficient margin for each calculated item.

This representation indicates the size of the margins using traffic light colors.

a) under 0% => red b) 0% to 20% => yellow c) over 20% => green

Automatically create planned budgets from estimate items

With the button below this list we can open a wizard that helps us automatically create Planned Budgets from all calculated items of an estimate. Afterwards these budgets can be edited in the "Forecasting" tab.

At this point we can choose whether budgets should be created for all items, items that do not already have a Planned Budget, or only certain items.

It is possible to automatically factor a margin into the planned budgets to be created. If I select, for example, 20% as in the example above, two Planned Budgets would be created, for example: 1. Consulting concept 800 EUR 2. Blog handling 1600 EUR If these items in the estimate were linked to certain functions (e.g. "Consulting"), these functions will also be carried over into the Planned Budgets. If, in our example, 10 consultant hours at 100 EUR were calculated, our Planned Budget for this item would only contain 8 consultant hours, because a margin of 20% was deducted from the available budget. Probability of occurrence and service period of a Planned Budget created from an estimate in this way correspond to the probability and delivery period of the estimate.