Project Rolling Calculation Page
The Project Rolling Calculation page includes the most important sums during a project cycle. It is used for permanent project controlling.
A significant number of fields are populated with default values from the Project Budget Calculation Page and the work packages (Type and No. of the selected components), as well as from the Project Planning and Processing Page, Project Budget Sales, and Project WIP pages. Therefore, this section does not provide a complete description of each field.
Fields
The fields in the Project Rolling Calculation page are described in the following table.
| Field | Description |
|---|---|
| +/- | Enables project hierarchies to be expanded and collapsed. |
| WBS | Defaults from the Project Budget Calculation page. |
| Description | Defaults from the Project Budget Calculation page. |
| Comment | Indicates if a project comment line exists for the WBS position. |
| Total Cost Budget (LCY) | Displays the calculated value of Quantity * Unit Cost (LCY) in local currency. |
| Sales Line Amount Budget (LCY) | Displays the calculated value of Quantity * Unit Price (LCY) in local currency. |
| Profit Amount Budget (LCY) | Displays the difference between Total Price Budget (LCY) and Total Cost Budget (LCY) in local currency. |
| Sales Code | Defaults from the Project Budget Calculation page. |
| Sales Quote | Indicates if a Sales Quote exists for the WBS position. |
| Sales Order | Indicates if a Sales Order exists for the WBS position. |
| Total Cost Procurement (LCY) | Displays the calculated value of all related procurement lines from the Total Cost (LCY) field in local currency. |
| Production Cost (LCY) | Displays the Total Cost of the assigned Production Order in local currency. |
| PO Material Cost (LCY) | Displays the Material Cost of the assigned Production Order in local currency. |
| PO Capacity Cost (LCY) | Displays the Capacity Cost of the assigned Production Order in local currency. |
| Realized % Based on cost | Displays the completion level at the WBS position level; non-editable field that is calculated over substructures. |
| Signal % / Signal Monitor / Signal Monitor Value | Displays information about variances on calculated values (see Project Controlling). |
| Total Price Released (LCY) | Displays the calculated value of Quantity * Unit Price (LCY) of the released sales orders in local currency. |
| Sales Invoice | Indicates if a Sales Invoice exists for the WBS position. |
| Total Price Posted RU (LCY) | Displays the sum of posted sales document amounts in local currency. |
| Profit Amount Actuals Direct Cost (LCY) | Displays the calculated value of Total Price Posted RU (LCY) - Total Direct Cost Usage (LCY). |
| Comment General | Indicates if a project comment line with Comment Type = General exists for the WBS position. |
| Comment Purchase | Indicates if a project comment line with Comment Type = Purchase exists for the WBS position. |
| Description 2 | Defaults from the Project Budget Calculation page. |
| Estimated Total Dir. Cost (LCY) | Displays the calculated value of Estimated Quantity and Direct Unit Cost in local currency. |
| Invoicing Total Pr. Pl. (LCY) | Displays the sale total in local currency. Used with the Project Budget Sales page. |
| Invoicing Total Price (LCY) | Displays the current amount from calculation during WIP calculation in local currency. |
| No. | Defaults from the Project Budget Calculation page. |
| Outline Code | Defaults from the Project Budget Calculation page. |
| Procurement Release (LCY) | Displays the sum of the Total Direct Cost (LCY) of released procurement for the WBS position in local currency. |
| Profit Amount Actuals Cost (LCY) | Displays the calculated value of Total Price Posted RU (LCY) - Total Cost Usage (LCY). |
| Quantity | Defaults from the Project Budget Calculation page. |
| Realized % (Base) | Used to automatically calculate the Realized % field. The options are: - Quantity: Posted / calculated quantity - Cost: Posted / calculated cost |
| Realized % Finalized | Provides the ability to manually overwrite automatic calculated values (see Degree of Completion). |
| Responsible | Defaults from the Project Budget Calculation page. |
| Sales Credit Memo | Indicates if a Sales Credit Memo exists for the WBS position. |
| Team | Indicates if a project team member has been assigned to the WBS position. |
| Total Cost Usage (LCY) | Sum of the Total Cost (in local currency) of the posted usage entries in the Project Ledger Entries of the WBS Position. |
| Total Dir. Cost Rem. PO (LCY) | Displays the liability amount (in local currency) of Purchase Orders assigned to the WBS Position. |
| Total Direct Cost Budget (LCY) | Displays the calculated value of Quantity * Direct Unit Cost (LCY) in local currency. |
| Total Direct Cost Procurement (LCY) | Displays the direct cost value from procurement lines in local currency. |
| Total Direct Cost Released (LCY) | Displays the direct cost value from released procurement lines in local currency (see Rolling Calculation after Procurement Release). |
| Total Direct Cost Usage (LCY) | Sum of the Total Direct Cost (in local currency) of the posted usage entries in the Project Ledger Entries. |
| Total Price Posted (LCY) | Sum of the posted sales amounts in the Project Ledger Entries in local currency; used to calculate the WIP Amount. |
| Type | Defaults from the Project Budget Calculation page. |
| Unit of Measure Code | Defaults from the Project Budget Calculation page. |
Paths
Below the lines section, you can view the path from the top position to the current level of a line by selecting the line.
Action Bar
The action bar includes menus that contain actions that are specific to COSMO Project Manufacturing. The menus are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Position Card | Opens the Project Position Card page, which provides a card view of all the information in the Project Planning and Processing page for the selected WBS position. |
| Ledger Entries | Opens the Project Ledger Entries page, displaying all posted entries for the selected line. | |
| Project Documents | Opens the Project Documents page, which displays all documents relating to the selected line. | |
| Signal Monitor | Used for project controlling information (see Signal Monitor). | |
| Calculation | Budget Calculation | Opens the Project Budget Calculation page, which is used to create the project structure and calculation and is the basis for creating a project offer. For more information, see Calculation and Budgeting. |
| Processing | Planning and Processing | Opens the Project Planning and Processing page, which focuses on all operative processes for planning, purchasing and project delivery. For more information, see Project Planning and Processing. |
| Sale | Opens the Project Budget Sales page, which shows only sales positions that are associated with a Sales Code. This page is used to review and initialize invoicing. For more information, see Project Budget Sales. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Expand/Collapse | Current Position / Expand All / Collapse All / Expand to Level 2 .. Expand to Level 5 | Expands or collapses the directory levels: - Current Position: only relevant on Position lines, expands or collapses Positions depending on the current state. For example, expanded lines within the Position will be collapsed when the function is run. - Expand All: expands all levels in the Project Planning and Processing. - Collapse All: collapses all levels to the Position level. - Expand to Level 2 .. Expand to Level 5: expands/collapses lines to specific levels. For example, if all lines are expanded but you want to see level 3, then choose the Expand to Level 3 action. All the levels greater than level 3 are collapsed; therefore, showing only levels 1–3. |
| Functions | Recalculate Rollup Amounts | Recalculates the rollup amounts if usage has been posted and the Rollup Type has been changed. |
| Refresh Production Costs | Manually updates the values in the Production Cost (LCY), PO Material Cost (LCY), and PO Capacity Cost (LCY) fields in the lines. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Line | Dimensions | Opens the Project Line Dimensions page, which displays any dimensions assigned to the project line. |
| Comments | Project Comments can be added to the Item Card, Service Card, and Other Services Card. These comments will then be copied to the appropriate project view when the component is selected in the Project Budget Calculation page. The options are General, Rough Concept, Detailed Concept, Execution, Support, Procurement, Sale, and Long Text. |
|
| Calculation Schedule | Opens the Project Calc. Schedule Project Line page, which displays calculations for the project line. For more information, see Calculation Schedules. |
|
| Sales Quote | Opens the related Sales Quote for the line or the Sales List page if multiple quotes exist. | |
| Sales Order | Opens the related Sales Order for the line or the Sales List page if multiple orders exist. |
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