Author Topic: project overview for budgets  (Read 2683 times)

sfsolutions

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project overview for budgets
« on: December 30, 2009, 03:44:29 pm »
Hi,

i am evaluating a lot of software to choose our new pm software ...

Today fengoffice became favourite ...

One thing i did not found is an overview for the projects to see following informations (that are the most important informations for me as CEO) to have the overview what money will come ...

Project / Budget planned / Budget used already / invoiced ?

This is nicely implemented from the guys at subernova (but they are lacking many features that fengoffice has)

Thnaks for your help and best regards

Niels


a2opinion

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Re: project overview for budgets
« Reply #1 on: February 26, 2010, 03:17:17 pm »
yeah, Feng is primarily a way to organize all of your projects; if you are looking to track things like budgets, inventories, sales, commissions, etc.. then you might be better off going with a full CRM (Customer Relationship Manager) like Salesforce or Sugar CRM.  A good open source one that our company used before moving to Feng is Vtiger. (we moved because we don't need to track all of that other stuff)

denis

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Re: project overview for budgets
« Reply #2 on: April 30, 2010, 08:08:37 pm »
Hi,
  I don't thing is a bad idea.I don't know what really want sfsolution but I interesting for some king of budget.
  I try to look on project what you linked, but I have same problem like you there many thing what I don't want to use.
  It's complicated and orientated for sales etc.
 
  What I interesting is simple budget. some basic overview of accounts income/outcome and summary. If it's write abstractly
  it can be used in many cases.
  This is not request or final solution it's vision. I trying prepare more detailed description but now i try to write it shortly.
 
  Call it budget integration.
  Entities:
  Account - bank account, credit card, Property (Building/gold/License SW/HW etc)
  Payment - income/outcome realized payment
  Planed payment - planed income/outcome payment
  Currency -
 
  Relation:
  Planed payment - with calendar for overview when is planed pay or receive payment.
  Planed payment - project - for filtrate and use same logic like task's etc.
  Planed payment - payment for understand is realized or not of course.
  Planed payment - Account - for know where it's money
  Payment - account - same
  Account - payment ... - currency - currency is basic universal identification cost for us.
  Account - project - I thing it's better what make global type of account.
 
  Summary/Report/Statistic
 
  -------------------------------------------
  Situation or model:
 
  1. Account - My Bank account with 100$
     Planed payment - rent office payment 50$ per month
     Summary - overview state of my bank account
   
  2. Account - My properties for current project. For example for small project i cooperate with one guy, and want borrow
                  my license for special SW with prise 1000$.
    Planed payment - in this case i create 2x payments when i borrow and when it's probably return SW.
    Summary - overview probably date overview when this return or something more interesting.
   
    3. Probably you can image another situation....   
 
    4. With integration hour price functionality it can be great for example this user is planed on this project and I have only 1000$ now i know i need paper, pens etc = 100$ and 500$ it's planned for user work (based on payment per hour) for example it 100 hours. This is a plan after project end I only recalculate in overview what is saved and for example pay to used bonus.
-------------------------
  Comments
 
  Account may present any properties group of everything what can be priced
  Payment - transfer of properties based on price (in comment or another field can be better specification payment/borrow/etc)   
  Summary - some kind of graph for overview state of account, for properties maybe what is account content, summary of planed payment per month etc.
          I thing we can image many types of overviews.
       
Major point of view is not on customer but on user (feng user) for make some notes about money over project. It's not orientated for make report make prices and send to customer. Only for user overview how many project cost, for example.

  Names of entities is not good but i don't know another :)