The Cost Manager consists of the modules and features listed below.
- Cash Flow Curves
Cash Flow is the distribution of cost over time; in other words, it is the movement of cash into or out of a project measured during a specific time period. Unifier displays this data using Cash Flow Worksheets that can display Baseline, Forecast, Actual (or Spends), Portfolio Budget, Derived, and Custom curves.
- Cost Sheet
Cost Sheet captures data from data sources, such as cost code data values, budget, business processes by status, and manager sheets, for example Schedule Manager. Unifier dynamically updates the Company Cost Sheet with information from Project Cost Sheet.
- Funding Sheet
Funding Sheet tracks Company funding through allocation to, and consumption at, the Project level.
- Schedules of Values
Unifier Schedule of Values (SOV) feature provides a way to assemble information from Contract, Change Order, Invoice, and Payment Business Process into an SOV sheet and stream the process of invoicing for completed phases of a project. The following is a list of Schedule of Values (SOV) types:
- General Spends
- Payment Applications
- Summary Payment Applications
The following Cost rules affect how you can work with the Cost Manager modules:
- Budget
- The Budget must be greater than 0.
- This rule validates that a budget line item cannot be reduced below $0.
- Revised Budget
- The Revised Budget must be greater than or equal to Approved Commitments.
- This rule validates revised budget (approved budgets, budget transfers and budget changes) versus approved commitments (approved contracts, change orders, purchase orders and po amendments).
- Invoice
- An Invoice must be less than or equal to Approved Purchase Orders and PO Amendments.
- This rule validates invoices (approved invoices) versus approved purchase orders (approved purchase orders and po amendments).
- Payment Application
- A Payment Application must be less than Approved Contracts and Change Orders.
- This rule validates approved payment applications vs approved commitments (approved contracts, change orders).
The following actions can trigger the Cost rules:
- When you attempt to send a Business Process record to the next step, whose status activates the rule. For example, the rule may activate when a Business Process record reaches to the Pending or Approved status.
- When you have entered the data into a Cost Sheet manually.
- Web Services calls create records.
- Records are auto-created from other records.