Hello,
I am not able to create cost objectives in ProjectForge. In the demo system, all works fine. But in my distribution, the button just wouldn't appear.
I set up ProjectForge v3.4.3 from on a linux os (ubuntu 10.10 server). I used the source distribution available from download area on the homepage. I'm viewing ProjectForge via Firefox, so this shouldn't (?) be a browser related topic.
I would be glad if you could help me with this problem. Thanks in advance!
yours, fhe
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I've checked a fresh installation of version 3.4.3 and documented what's really needed (should also work for the newest versoin 3.5.1):
Setting up cost objectives, requirements (optional)
Following steps are required to enable your ProjectForge installation for having cost objectives:
* Access rights and required group of the financial administrative user
Please ensure that the financial adminstrative user is assigned to the group PF_FINANCE and the right "cost *" is set to
read/write, same for projects.
* Define cost2 types
You've to define cost2 types which are valid for all tasks and projects. Later you'll be able to do cost calculation based on those cost type, e. g. how much profit do you have with "maintenance" for all projects of customer ACME, or how much were your traveling costs for the project FOO in 2011. Here is an example list to get an idea (feel free to find your own numbers and descriptions, you can extend this list any time later):
00 - akuisition
02 - realisation (invoiced)
03 - testing (invoiced)
04 - maintenance (invoiced)
05 - license fees (invoiced)
06 - specification/documentation (invoiced)
07 - warranty
08 - project management (invoiced)
11 - meetings
12 - meetings, invoiced (invoiced)
13 - travelling
14 - traveling, invoiced (invoiced)
20 - R&D
..
Please note: invoiced is only a flag which you can use later in your reporting scripts.
* Define customers and projects
For project/customer specific cost objectives you'll need to define customers first and then the customer's projects. It's a best practice to have a misc project for every customer to assign time-sheets and cost which aren't specific to a project or for small projects where you don't need a separate cost calculation for.
*Define cost2
You can define cost2 entries (independant from projects) or project specific cost2 entries by selecting the project first.
*Assign projects or cost2 to tasks
You can assign projects to tasks in your task tree (in the project edit page) or by adding non-project-specific cost2 entries directly to a task. For project-specific cost-assignments you can use a black/white-list to reduce the available cost2 objects for a sub task / or sub task tree. Please see the task edit page for a better understanding.
Please let me know, if this was helpful and what your solution was.
Best regards
Kai
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
Hello,
Sorry for not answering in a while.
Thank you very much for your detailed answer.
It seems something was broken in my installation of ProjectForge. The problem i had only appeared when using a source distribution. Some 'create' Buttons weren't displayed, and cost objectives sometimes even disappeared from the menu…Maybe i did some faults setting ProjectForge up.
For now, i use the ready-to-use web archive (*.war) with SSL from the website. Everything works fine.
Best regards, afage
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
Hello,
I am not able to create cost objectives in ProjectForge. In the demo system, all works fine. But in my distribution, the button just wouldn't appear.
I set up ProjectForge v3.4.3 from on a linux os (ubuntu 10.10 server). I used the source distribution available from download area on the homepage. I'm viewing ProjectForge via Firefox, so this shouldn't (?) be a browser related topic.
I would be glad if you could help me with this problem. Thanks in advance!
yours, fhe
Hello,
I've checked a fresh installation of version 3.4.3 and documented what's really needed (should also work for the newest versoin 3.5.1):
Setting up cost objectives, requirements (optional)
Following steps are required to enable your ProjectForge installation for having cost objectives:
* Access rights and required group of the financial administrative user
Please ensure that the financial adminstrative user is assigned to the group PF_FINANCE and the right "cost *" is set to
read/write, same for projects.
* Define cost2 types
You've to define cost2 types which are valid for all tasks and projects. Later you'll be able to do cost calculation based on those cost type, e. g. how much profit do you have with "maintenance" for all projects of customer ACME, or how much were your traveling costs for the project FOO in 2011. Here is an example list to get an idea (feel free to find your own numbers and descriptions, you can extend this list any time later):
00 - akuisition
02 - realisation (invoiced)
03 - testing (invoiced)
04 - maintenance (invoiced)
05 - license fees (invoiced)
06 - specification/documentation (invoiced)
07 - warranty
08 - project management (invoiced)
11 - meetings
12 - meetings, invoiced (invoiced)
13 - travelling
14 - traveling, invoiced (invoiced)
20 - R&D
..
Please note: invoiced is only a flag which you can use later in your reporting scripts.
* Define customers and projects
For project/customer specific cost objectives you'll need to define customers first and then the customer's projects. It's a best practice to have a misc project for every customer to assign time-sheets and cost which aren't specific to a project or for small projects where you don't need a separate cost calculation for.
*Define cost2
You can define cost2 entries (independant from projects) or project specific cost2 entries by selecting the project first.
*Assign projects or cost2 to tasks
You can assign projects to tasks in your task tree (in the project edit page) or by adding non-project-specific cost2 entries directly to a task. For project-specific cost-assignments you can use a black/white-list to reduce the available cost2 objects for a sub task / or sub task tree. Please see the task edit page for a better understanding.
Please let me know, if this was helpful and what your solution was.
Best regards
Kai
Hello,
Sorry for not answering in a while.
Thank you very much for your detailed answer.
It seems something was broken in my installation of ProjectForge. The problem i had only appeared when using a source distribution. Some 'create' Buttons weren't displayed, and cost objectives sometimes even disappeared from the menu…Maybe i did some faults setting ProjectForge up.
For now, i use the ready-to-use web archive (*.war) with SSL from the website. Everything works fine.
Best regards, afage