Budget Planning

Labor costs are not calculated automatically in TPG PPP. You can enter financial data on the Financials tab for a cost overview.

Available views in cost planning

There are two different views available in cost planning, which differ in terms of the period displayed:

▪The monthly view for a single year is the default view.
In this view, costs are planned and displayed on a monthly basis within a calendar year. It is particularly suitable for detailed cost planning within a year.

▪In addition, the Multi-year view is available.
In this view, cost plans are displayed over several years. The Multi-year view facilitates an overview of long-term cost developments and planning across annual boundaries.

▶ The functions of the buttons are the same as in the Resource Plan tab. (see Resource Plan tab - Create Resource Plan manually)

▶ For clarity, the steps are shown using the default view.

▶ The use of the Multi-year view is described in the section Use Multi-year view in Resource Plan.

Add financial data:

➢Go to the Financials tab.

➢For each cost item, create rows for the Budget, Forecast and Actual cost types:

➢Click on New. (1)

➢Click in the Cost Type cell. ▶ A drop-down menu opens.

➢Click on Budget, Forecast or Actual. (2)

➢Enter the available budget and the expected costs for each time period of the project.

➢Click in the cell of the desired time period. (3)

➢Enter the amount.

▶ Total updates automatically.

Add to or update the actual data and forecasts as the project progresses.

▶ Totals are also displayed on the Project Details tab under Project Estimates. (see Project Details)