Metering configuration
- georg.kotek (Unlicensed)
- Robert Schneider
Click the Configuration button on the left-side menu of the Metering app to open the Configuration page.
Content
The page consists of several areas:
At the beginning of the page the toolbar appears.
On the left hand side the project tree appears.
On the right hand side details of the selected element from the project tree appear.
On this page - the Configuration page - the components
and assignments to the cost center plan must be set up.
Views
This page has two view modes:
Configuration view mode
The project tree is shown on the left hand side - the right hand side shows details of the project tree.
Use this view to set up cost rates, resources, meter points and cost centers.
To switch to this view click the Configuration button from the menu bar.
Cost center plan view mode
The project tree is shown on the left hand side - the right hand side shows the cost center plan as a tree. There is only one cost center plan - the root node neither can be deleted nor created newly.
Use this view to add cost centers or meters to the cost center plan. Adding an element to the cost center plan is done by drag & drop with the mouse.
To switch to this view click the Cost Center Plan button from the menu bar.
The Configuration view is used for setting up metering components.
The Cost Center Plan view is used to assign components as cost centers and meters to the Cost Center Plan by drag & drop!
Build up a cost center plan
Assigning a cost center
Cost centers can be assigned to cost centers or directly to the root of the cost center plan.
Open Configuration page and switch to Cost center plan view.
Select the cost center in the project tree on the left hand side and drag it to the cost center plan or a cost center on the right hand side.
A dialog asks for the percentage how much of the cost (calculated for the cost center) will be forwarded to the parent.
Assigning a meter point
A meter point can be assigned to a cost center or directly to the root of the cost center plan. The default name of the cost center plan root node is the same as for the workspace.
Open Configuration page and switch to Cost center plan view.
Select the meter point in the project tree on the left hand side and drag it to the cost center plan or a cost center on the right hand side.
A dialog asks for the percentage how much of the cost (calculated for the cost center) will be charged to the cost center.
Toolbar functions
Function | Description |
|---|---|
| Add |
Edit name of selected folder | |
Delete selected element | |
Copy | |
Paste | |
Show chart of selected trending | |
Show cost center plan view | |
Show configuration view | |
Switch to multi-select mode. | |