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Project: Grouping Additional Services and Controlling Costs
English image not yet available...Additional services can be grouped, thus controlling "cost pots". This allows, in addition to the overall set additional service budget (sales price/total from proposal), to control costs (purchase price – in the screenshot the middle column of numbers!) at another level.
Create a group and assign additional services
1. Create a new group via the "+": Name it, choose a budget and color.
2. The group is displayed at a higher level.
3. Assign additional services individually or via multiple selection.
2. The group is displayed at a higher level.
3. Assign additional services individually or via multiple selection.
Working with the groups
- Budget control via the progress bar: The costs (middle column) of the assigned additional services are measured against the set budget of the group
- Filter by assigned additional services: Click on the group.
- Manage the groups: Groups can be managed on the right via the pencil icon (designation, color, budget amount, delete)
- The groups (e.g., a flat rate for incidental expenses) can be directly adopted from proposals:
Practical examples
Catering
A position for catering was estimated in the proposal for an event. It is not yet clear how the costs will actually turn out and what services need to be purchased, as the definitive number of participants is not yet determined. In addition to the snacks from the delicatessen, hostesses are to be booked and table decorations purchased: A group is created for the estimated budget and the commissioned services are created and assigned as additional services. After the invoice is received (and recorded under "Expenses"), it is assigned to the additional service.
Incidental expenses or personal expenses flat rate
For incidental expenses, a flat rate of 2% on the net amount is set in a proposal. The incidental expenses are not itemized but should be able to be internally controlled to slow down if necessary or to inform the customer in time about possible additional effort: All recorded expenses are captured and assigned to the group. At the end of the project, the proposal is invoiced with the flat rate.
A position for catering was estimated in the proposal for an event. It is not yet clear how the costs will actually turn out and what services need to be purchased, as the definitive number of participants is not yet determined. In addition to the snacks from the delicatessen, hostesses are to be booked and table decorations purchased: A group is created for the estimated budget and the commissioned services are created and assigned as additional services. After the invoice is received (and recorded under "Expenses"), it is assigned to the additional service.
Incidental expenses or personal expenses flat rate
For incidental expenses, a flat rate of 2% on the net amount is set in a proposal. The incidental expenses are not itemized but should be able to be internally controlled to slow down if necessary or to inform the customer in time about possible additional effort: All recorded expenses are captured and assigned to the group. At the end of the project, the proposal is invoiced with the flat rate.
Technically up to date
Technically, the additional services have been completely rewritten for better performance and UX (live display of budget changes, etc.)
