Budgeting third-party costs

In addition to budgeting outlays on projects, third-party costs can be budgeted in detail on phases (this requires the Budget & Phases module in addition to the Purchases module).

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

As Budget, enter the amount of third-party costs planned for this type of outlays at this phase.

The Outlays entered at this phase and assigned to one of the types assigned here are summed up in the columns of the standard list, 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 column User 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 in the settings of the phase:

In case you have customized the list of the outlay type allocations to phases, here 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