{"id":34552,"date":"2024-07-22T13:31:40","date_gmt":"2024-07-22T13:31:40","guid":{"rendered":"https:\/\/www.erplybooks.com\/?page_id=34552"},"modified":"2025-06-03T07:29:06","modified_gmt":"2025-06-03T07:29:06","slug":"projektigruppide-aruanne","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/et\/juhendid\/projektigruppide-aruanne\/","title":{"rendered":"Projektigruppide aruanne"},"content":{"rendered":"<h1><b>Projektigruppide aruanne<\/b><\/h1>\n<p><span style=\"font-weight: 400;\">Projektigruppide aruanne on lahendus, kus saate vaadata kasumiaruannet vaates, kus erinevad projektid (dimensioonid) on eraldi veergudes.\u00a0<\/span><\/p>\n<p><b>NB! <\/b>Aruande<span style=\"font-weight: 400;\"> k\u00e4ivitamiseks on vaja:<\/span><\/p>\n<h3>Projektiaruannete plugin \u2013 meiepoolne seadistamine 75 EUR+KM<\/h3>\n<p>Projektide moodul t\u00f6\u00f6tab \u2013 igas aruandes saad filtreerida ja lisa projekte. K\u00fcll aga kui on tarvis koondaruandeid, siis projektide moodulid pole seda t\u00e4na v\u00f5imaldanud. Selle jaoks on projektiaruannete plugin, mis projektide p\u00e4ringuid kiirendab ja v\u00f5imaldab koostada j\u00e4rgmisi n\u00e4iteid:<\/p>\n<ul>\n<li>\n<ul>\n<li>N\u00e4ita tulu-kulu-kasumit projektide l\u00f5ikes<\/li>\n<li>N\u00e4ita projektigrupi k\u00f5iki projekte graafikul<\/li>\n<li>N\u00e4ita kulusid projektide l\u00f5ikes<\/li>\n<li>N\u00e4ita tulusid projektide l\u00f5ikes<\/li>\n<li>Jne<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Funktsionaalsuse t\u00f6\u00f6tamiseks otsige pealehelt <\/span><b>&#8220;Globaalsed atribuudid&#8221;<\/b><span style=\"font-weight: 400;\"> ja lisage globaali:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Nimi:<\/b><span style=\"font-weight: 400;\"> GLOBAL_USE_PROJECT_GROUP_REPORTING<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>V\u00e4\u00e4rtus:<\/b><span style=\"font-weight: 400;\"> true<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Samuti peate aruande toimimiseks uuendama saldov\u00e4\u00e4rtusi iga kord, kui kasutate aruannet. Et see toimiks t\u00f5rgeteta, lisage globaali:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Nimi:<\/b><span style=\"font-weight: 400;\"> GLOBAL_UPDATE_BALANCES_ON_THE_GO<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>V\u00e4\u00e4rtus:<\/b><span style=\"font-weight: 400;\"> true<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Kui k\u00f5ik globaalid on lisatud, salvestage muudatused ja v\u00e4rskendage lehte.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Aruandega t\u00f6\u00f6tamiseks avage kasumiaruanne (<\/span><b>&#8220;Aruanded&#8221;<\/b><span style=\"font-weight: 400;\"> -&gt; <\/span><b>&#8220;Kasumiaruanne&#8221;<\/b><span style=\"font-weight: 400;\">) ja valige projektigrupp. Nagu n\u00e4ete, on siin kaks uut lahtrit, kust peate valima <\/span><b>projektigrupi<\/b><span style=\"font-weight: 400;\"> ja <\/span><b>j\u00e4\u00e4ktulu t\u00fc\u00fcbi<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-34553 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35.png\" alt=\"\" width=\"2284\" height=\"1158\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35.png 2284w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-300x152.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-1024x519.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-768x389.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-1536x779.png 1536w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-2048x1038.png 2048w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-1080x548.png 1080w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-1280x649.png 1280w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-980x497.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.13.35-480x243.png 480w\" sizes=\"auto, (max-width: 2284px) 100vw, 2284px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Kuidas lisada projekte, lugege <\/span><a href=\"https:\/\/www.erplybooks.com\/et\/juhendid\/projektid-erply-booksis\/\"><span style=\"font-weight: 400;\">siit<\/span><\/a><span style=\"font-weight: 400;\">, ja projektigrupidest <\/span><a href=\"https:\/\/www.erplybooks.com\/et\/juhendid\/projektigrupid\/\"><span style=\"font-weight: 400;\">siit<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>J\u00e4\u00e4ktulu arvestus<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Teil on ka v\u00f5imalus jagata tulud-kulud, mida pole eelnevalt jaotatud &#8211; selle lahtri nimi on <\/span><b>\u201cJ\u00e4\u00e4ktulu (T\u00fc\u00fcp)\u201d<\/b><span style=\"font-weight: 400;\">. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">M\u00f5iste &#8220;j\u00e4\u00e4ktulu&#8221; v\u00f5ib tunduda mitte k\u00f5ige sobivam, kuid paremat terminit ei ole. J\u00e4\u00e4ktulu on kasulik kontseptsioon toote v\u00f5i mis tahes muu kulu\/tulu keskuse kasumlikkuse n\u00e4gemiseks. Selle meetodi puhul lahutatakse esmalt muutuvkulud, mida on lihtne eristada. Seej\u00e4rel aitab meetod jaotada p\u00fcsikulusid.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ja kuna ERPLY Booksis on k\u00f5ik dimensioonid k\u00e4sitletud projektide kaupa, siis tavaliselt soovivad ERPLY Booksi kasutajad jaotada k\u00f5ik kulud ja tulud projektidesse. Kuid nagu j\u00e4\u00e4ktulud juba n\u00e4itavad ette, on raske jaotada p\u00fcsikulusid, nagu rent, amortisatsioon jne. Ja see funktsionaalsus on m\u00f5eldud just selleks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kui teil on vaja kasutada j\u00e4\u00e4ktulu t\u00e4pselt nii, nagu see definitsioon \u00fctleb, siis v\u00f5tke \u00fchendust klienditoega (<\/span><a href=\"mailto:support@erplybooks.com\"><span style=\"font-weight: 400;\">support@erplybooks.com<\/span><\/a><span style=\"font-weight: 400;\">). Me saame v\u00f5imeldada reegleid, et lisada automaatselt \u00fcks dimensioon k\u00f5ikidele tehingutele. Ja siis saate aruannet kasutada samamoodi.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jaotamist saab teha kolmel viisil:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>V\u00f5rdselt (EQUALLY):<\/b><span style=\"font-weight: 400;\"> jaotatakse jaotamata kulud-tulud projektide vahel v\u00f5rdselt.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Tulude kaupa (BY_REVENUE):<\/b><span style=\"font-weight: 400;\"> jaotatakse jaotamata kulud-tulud tulude j\u00e4rgi.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Koguse j\u00e4rgi (BY_QUANTITY):<\/b><span style=\"font-weight: 400;\"> jaotatakse jaotamata kulud-tulud koguse j\u00e4rgi.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-34559 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56.png\" alt=\"\" width=\"2284\" height=\"478\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56.png 2284w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-300x63.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-1024x214.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-768x161.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-1536x321.png 1536w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-2048x429.png 2048w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-1080x226.png 1080w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-1280x268.png 1280w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-980x205.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.46.56-480x100.png 480w\" sizes=\"auto, (max-width: 2284px) 100vw, 2284px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Kui olete valinud <\/span><b>projektigrupi<\/b><span style=\"font-weight: 400;\"> ja <\/span><b>j\u00e4\u00e4ktulu<\/b><span style=\"font-weight: 400;\">, vajutage nuppu <\/span><b>&#8220;Otsi&#8221;<\/b><span style=\"font-weight: 400;\">. Kui teil on vaja valida m\u00f5ni teine lahter, siis tehke seda samuti. Sellel pildil on t\u00fc\u00fcbiks valitud n\u00e4iteks tulude kaupa (<\/span><b>BY_REVENUE<\/b><span style=\"font-weight: 400;\">).<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-34565 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39.png\" alt=\"\" width=\"2162\" height=\"1184\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39.png 2162w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-300x164.png 300w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-1024x561.png 1024w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-768x421.png 768w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-1536x841.png 1536w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-2048x1122.png 2048w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-1080x591.png 1080w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-1280x701.png 1280w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-980x537.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2024\/07\/\u0421\u043d\u0438\u043c\u043e\u043a-\u044d\u043a\u0440\u0430\u043d\u0430-2024-07-22-\u0432-15.50.39-480x263.png 480w\" sizes=\"auto, (max-width: 2162px) 100vw, 2162px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Nagu n\u00e4ete <\/span><b>&#8220;(J\u00e4\u00e4ktulu): L\u00f5plik&#8221;<\/b><span style=\"font-weight: 400;\"> muutus on v\u00f5rdne <\/span><b>&#8220;Tallinn&#8221;<\/b><span style=\"font-weight: 400;\"> ja <\/span><b>&#8220;Tartu&#8221;<\/b><span style=\"font-weight: 400;\"> projektide l\u00f5plikute summadega. Ei ole oluline, millist t\u00fc\u00fcpi te valite j\u00e4\u00e4ktulu puhul, <\/span><b>l\u00f5plik<\/b><span style=\"font-weight: 400;\"> muutus peaks alati olema v\u00f5rdne projektide l\u00f5pliku summaga.<\/span><\/p>\n<p><b>N\u00e4ide:<\/b><span style=\"font-weight: 400;\"> Oletame, et konto 4000 on eraldatud 100% ulatuses dimensioonidesse ja konto 5000 on eraldatud 75% kogusummast 38732. S\u00fcsteem t\u00f6\u00f6tab j\u00e4rgmiselt:\u00a0<\/span><\/p>\n<p>Kuna 4000 on eraldatud 100%, siis n\u00e4idatakse seda tavap\u00e4raselt.<br \/>\nKuna 5000 on eraldatud 75%, siis 100%-75%=25%, mis on 38,732*0.25=9,683 kontol 5000 olevast kogusummast, mis on n\u00e4idatud allosas, ja see 25% jagatakse:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Valik=EQUALLY<\/b><span style=\"font-weight: 400;\">-&gt; 9683\/(dimensioonide koguarv) lisatakse igale projektile. Kui teil on 5 projekti, siis 9683\/5=1936,6<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Valik=BY_REVENUE<\/b><span style=\"font-weight: 400;\"> -&gt; \u00fctleme, et esimesel projektil on 12% k\u00f5igi projektide tuludest. Siis on esimese projekti v\u00e4\u00e4rtus konto 5000 jaoks 9683*0,12=1161,96.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Valik=BY_QUANTITY<\/b><span style=\"font-weight: 400;\"> -&gt; oletame, et m\u00fc\u00fcdud kogus on 5000 t\u00fckki ja esimese projekti kogus on = 400. Siis on esimeses reas konto 5000 jagatud v\u00e4\u00e4rtus 9683*400\/5000=774.64<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Projektigruppide aruanne Projektigruppide aruanne on lahendus, kus saate vaadata kasumiaruannet vaates, kus erinevad projektid (dimensioonid) on eraldi veergudes.\u00a0 NB! Aruande k\u00e4ivitamiseks on vaja: Projektiaruannete plugin \u2013 meiepoolne seadistamine 75 EUR+KM Projektide moodul t\u00f6\u00f6tab \u2013 igas aruandes saad filtreerida ja lisa projekte. K\u00fcll aga kui on tarvis koondaruandeid, siis projektide moodulid pole seda t\u00e4na v\u00f5imaldanud. Selle [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":0,"parent":3312,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-34552","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/34552","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/comments?post=34552"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/34552\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/3312"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/media?parent=34552"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/categories?post=34552"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/tags?post=34552"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}