Budgeting third-party costs

In addition to budgeting outlays on projects, you can also budget third-party costs in detail on phases. This requires the Budget & Phases module as well as the Purchases module.

Budgeting is based on the allocation of outlay types to phases:

Under Budget, enter the third-party costs planned for this outlay type on this phase.

The outlays entered for this phase and allocated to one of the types assigned here are summed up in the standard list columns according to their status:

• Planned: sum of outlays with status Planned
• Ordered: sum of outlays with status Ordered
• Invoice received: sum of outlays with status Received

The User column is not taken into account when summing the values.  

To ensure that only the types budgeted here are available when entering outlays, you can select the option Outlay types must be allocated to the phase on the Settings page of the phase:

In case you have customized the list of outlay type allocations to phases, below are the corresponding expressions for the List settings:

• Budget: planFeeOutlaysExt
• Planned:  phase.outlays.list->oclAsType(Outlay)->select(type=self.outlaytype)->select(status=0).fee->sum
• Ordered:  phase.outlays.list->oclAsType(Outlay)->select(type=self.outlaytype)->select(status=1).fee->sum
• Invoice received:  phase.outlays.list->oclAsType(Outlay)->select(type=self.outlaytype)->select(status=2).fee->sum
• Total:  phase.outlays.list->oclAsType(Outlay)->select(type=self.outlaytype).fee->sum