====== Cost Centers ====== ---- To capture effort across a process and also improve accountability and transparency, you can use cost centers. Thus, each employee can e.g. capture the time he spent on a [[en:software:tim:tasks|task]]. A user who can access the instance can look at it to check how long it takes employees for a [[en:software:tim:tasks|task]] or the cost of the process instance. ---- ===== Create a Cost Center ===== This example is about a simple consulting process with 3 [[en:software:tim:tasks|tasks]] spread over two [[en:software:tim:group|Group]]: - A consultant should make an appointment - A caterer should finish the room for the appointment (provide snacks etc.) - The consultant does the consulting engagement To create a Cost Center, a user must have Administrator [[en:software:tim:roles?s[]=recht|Role]] in the [[en:software:tim:administration_client|"Administration"-Client]] to log in and click on the tab "Cost Centers" Click on the green "+" icon to open a pop-up, where you can create a cost center. {{:new_costcenter.png?nolink&608x502}}{{:new_costcenter_catering.png?nolink&606x504}} ==== Name: ==== Here a specific name should be defined, which describes the cost center. ==== Description: ==== Optionally, a description of the cost center can be stored here. ==== Hourly: ==== Here the hourly rate of the respective cost center employee is entered. ==== Currency: ==== Here the currency of the hourly rate is entered. ---- ===== Enter Expenses ===== At each instance of this process, each employee can now save their expenses, whether their own time or just costs (such as expenses or purchases). In this example, the caterer Benjamin Beaufort spent 30 minutes preparing and making tea and snacks worth 20 euros to buy the room and snacks. To enter this he must right-click on the assigned [[en:software:tim:tasks|Task]] and select "Expenses". First, he enters his time spent, selecting "time" as the type, entering a description of his activity, entering his cost center (the entry is supported with an autocomplete) and the time he spent: \\ {{:new_personal_cost_2.png?nolink&604x501}} He then notes the expenses for the snacks. As a type, he now selects "costs", also deposits a description here, as well as his cost center and the output: {{:new_personal_cost_expense.png?nolink&601x503}} An executive who wants to see how much effort has gone into fulfilling a [[en:software:tim:tasks|Task]] can right-click and select "Expenditure". He is then shown a list of all expenses for this specific [[en:software:tim:tasks|Aufgabe]]: {{:task_costs.png?nolink&1529x169}} ---- In the case of the [[en:software:tim:tasks|Tasks]] assigned to the consultant, the latter also deposits his time. ---- ===== Auswertung der gesammten Kosten über die Instanzdauer ===== \\ If someone is interested in the entire effort that has be allocated to an instance, you can display it. \\ To do this, he right-clicks the instance that interests him and selects "Expenditure". Then he gets a summary of the costs incurred in this instance: \\ {{:summed_costs_instance.png?nolink&1859x284}}This summary includes: - Every single effort - A sum of all direct expenses - A sum of all material expenses - A sum of all working hours * hourly costs - The total cost of this instance In this example, you can read the following things: The cost center Catering has both a 20 Euro direct in the [[en:software:tim:tasks|Task]] "make room ready", and 30 minutes were spent on it. Both were registered by the employee "Benjamin Beaufort". \\ The cost center Consulting has deposited both 60 minutes in the [[en:software:tim:tasks|Task]] "make appointment", 240 minutes in the [[en:software:tim:tasks|Task]] "carryout Consulting". \\ The total direct expenses of this instance amount to 20 €. \\ The total time required for this instance is 330 minutes. \\ The total time at the respective hourly rate of this instance amounts to 107,50 €. \\ In total, this instance has the total cost of 127.50 €. ---- ===== Standard Cost Centers ===== Employees are often assigned to a cost center, so users can be assigned a standard cost center. In this example, it would, for example, make sense to assign a consultant to the standard cost center "Consulting". To do this, the field for the cost center must be filled in the [[en:software:tim:userprofil_profile|UserProfile]] (cost centers are suggested by autocomplete). Subsequently, the field for cost center is automatically prefilled when entering expenses, but is changeable. So it can happen naturally that e.g. a consultant buys snacks and wants to enter them as a cost. Although the cost center in his case is prefilled with "consulting", it can easily be changed by him to "catering". ---- ===== Lower and upper limit for costs ===== The tim.properties file can be used to set upper and lower limits for stored expenses. So you can, for example make sure that only expenses of at least 15 minutes are entered and/or may not be longer than 8 hours. ---- ===== Cost center import via LDAP ===== Cost centers can also be imported from LDAP. ---- ===== Mandatory expenses ===== Via the [[en:software:tim:processrepository|"Process-Repository"-Client]] users can be required to enter either direct expenses or time spent when completing tasks.