The project calculation for customer quotations is sales of a company is often a major challenge. This applies across all "project-driven" sectors, such as services, IT and software or plant engineering. MariProject helps with the integrated calculation and planning of projects.
The challenge of project costing
This starts with the calculation of projects. In this pre-calculation all probable costs at the possible time of project implementation must be taken into account. These are costs for employees, freelancers or purchased service providers. In addition, costs for other resources such as equipment and machines, which can be represented in machine hours or consumption. The use of materials of all kinds, from software licences to spare parts, also needs to be taken into account.
With mark-ups for overheads and margin, this approach should then result in a competitive price. offer but which makes economic sense.
In many companies, the data for this comes from a wide variety of sources. Many already resort to this step of the project costing process MS Excelwith the usual risks for up-to-dateness, error-proneness and traceability.
With MariProject to the integrated calculation of projects
Thanks to its fully integrated approach, MariProject always obtains all current figures and conditions from one system. This makes it possible to reliably calculate projects at any time.
The current price lists from SAP Business One provide the basis. Average and last purchase prices can also be used for the calculation.
However, the integration of processes in sales begins even before the calculation of a project. From the creation of the opportunity can already be linked to a planned project and its costing. Price enquiries to suppliers can also be controlled based on this. The item price for the project costing can then be determined from the price feedback.
In the price calculation, the offer price is then determined using various methods. Of course, this also includes mark-ups that include overheads and margin.
The quotation can then be created directly from the calculation. Of course, the project calculation can also be subsequently customised or created in another version. The same applies to the resulting quotations. The full integration of all processes in MariProject also provides the basis for a detailed post-calculation.
Essential features of project costing
- Variants for budgets
- Variants for calculations
- Different methods for project costing
- Calculation templates
- Calculable revenue per contract item
- Automatic transfer of purchase prices to project costing
- Discounts on an item basis or/and project basis
- Definable release for offers and/or budgets
- Automated handling of currency fluctuations
You can also get an overview in the following video:
