In the planning phase of projects it is necessary to create initial costs and revenue estimates of your projects. These estimates can be based on costs related to expected purchases, employee time dedicated to the project or customer sales revenues.
In the initial stage of your project it is very unlikely that you will get to know exactly which are going to be your suppliers or employees, or even customers of your project. It is then necessary to create a first plan based just on products, quantities and amounts.
At some point of time you might decide to establish this initial cost plan as your baseline, and initiate the project execution, and later compare the actual costs to your intial project baseline.
In other circumstances, in a rolling-wave planning approach you might prefer to revisit the initial cost plan and introduce a further level of detail, providing detailed information as you know better who are going to be your suppliers, rates for services, etc..
Once you have a detailed puchase plan or sales plan, you might want to trigger the actual purchases and sales based on the information that was recorded in the plan, in order to maintain coherence between the actual project execution and the plan.
New OpenERP modules
At Eficent we have recently released new modules that are aimed to achieve an easier planning of costs related to your projects.
The new modules are:
The modules are to be used with the module “project_cost”, and together they help the project manager to create plans for purchases, sales and internal personnel associated costs.
The modules add new menus to the Projects main menu:
- Project purchasing plans
- Project sales plans
- Project time plans
In each case you can register your planned purchases, sales and time at a detailed level, either by providing just products, quantities and amounts, or by entering the supplier, customer or employee.
Based on the purchase or sales plans, it is possible to trigger an action to create the purchase order or sales order.
The planned costs can be compared to the commited and to the actual costs by using the module “project_cost_analysis”.
Finally, you can create a project template associated to planned purchases, sales and time. By the time you create a new project based on the template, these plans are copied over to the new project. You will obtain an increased agility to plan projects that often follow the same pattern.
You can download the modules from: