Top Menu

Jump to content
Home
    • Projects
    • Work packages
    • News
    • Getting started
    • Introduction video
      Welcome to OpenProject Community
      Get a quick overview of project management and team collaboration with OpenProject. You can restart this video from the help menu.

    • Help and support
    • User guides
    • Videos
    • Shortcuts
    • Community forum
    • Professional support

    • Additional resources
    • Data privacy and security policy
    • Digital accessibility (DE)
    • OpenProject website
    • Security alerts / Newsletter
    • OpenProject blog
    • Release notes
    • Report a bug
    • Development roadmap
    • Add and edit translations
    • API documentation
  • Sign in
      Forgot your password?
      Create a new account

      or sign in with your existing account

      Google

Side Menu

  • Overview
  • Activity
  • Roadmap
  • Work packages
  • Calendars
  • Team planners
  • Boards
  • Forums
  • Wiki
    • Table of contents
      • Expanded. Click to collapseCollapsed. Click to showDeveloper
        • Hierarchy leafAccessibility Checklist
        • Hierarchy leafCode Review Guidelines
        • Expanded. Click to collapseCollapsed. Click to showContribution
          • Hierarchy leafGit Workflow
          • Hierarchy leafTranslations
        • Expanded. Click to collapseCollapsed. Click to showDeveloping Plugins
          • Hierarchy leafDeveloping an OmniAuth Authentication Plugin
        • Hierarchy leafRelease Process
        • Hierarchy leafReport a bug
        • Hierarchy leafSecurity
        • Hierarchy leafSetting up an OpenLDAP server for testing
        • Hierarchy leafTheme Features
      • Hierarchy leafDownload
      • Expanded. Click to collapseCollapsed. Click to showFeature tour
        • Hierarchy leafRelease Notes OpenProject 30
        • Expanded. Click to collapseCollapsed. Click to showRelease Notes OpenProject 30 - Overview
          • Hierarchy leafGlossary
          • Hierarchy leafRelease Notes - Accessibility
          • Hierarchy leafRelease Notes - Accessibility changes
          • Hierarchy leafRelease Notes - Add work package queries as menu items to sidebar
          • Hierarchy leafRelease Notes - Copy projects based on Templates
          • Hierarchy leafRelease Notes - Design changes
          • Hierarchy leafRelease Notes - Fixed Bugs
          • Hierarchy leafRelease Notes - Keyboard Shortcuts
          • Hierarchy leafRelease Notes - Project settings
          • Hierarchy leafRelease Notes - Ruby&Rails Update
          • Hierarchy leafRelease Notes - Security
          • Hierarchy leafRelease Notes - Timelines
          • Hierarchy leafRelease Notes - Work packages
      • Hierarchy leafHowto create animated gifs
      • Hierarchy leafMigration Squashing
      • Hierarchy leafMod security
      • Hierarchy leafNew work package page
      • Hierarchy leafOP3 to OP4 Debian upgrade
      • Hierarchy leafOP4 Ubuntu1404 Stable with MySQL in production
      • Hierarchy leafOpenProject 40 Development Setup
      • Expanded. Click to collapseCollapsed. Click to showOpenProject Foundation
        • Hierarchy leafBoards
        • Hierarchy leafMembers
        • Hierarchy leafOPF-Meetings
        • Hierarchy leafStatutes
      • Expanded. Click to collapseCollapsed. Click to showRelease Notes
        • Hierarchy leafOpenProject released on Bitnami
      • Expanded. Click to collapseCollapsed. Click to showRelease Notes OpenProject 40 - Overview
        • Hierarchy leafRelease Notes OpenProject 40 - Accessibility improvements
        • Hierarchy leafRelease Notes OpenProject 40 - Column header functions in work package table
        • Hierarchy leafRelease Notes OpenProject 40 - Improved Design
        • Hierarchy leafRelease Notes OpenProject 40 - Integrated query title on work package page
        • Hierarchy leafRelease Notes OpenProject 40 - Integrated toolbar on work package page
        • Hierarchy leafRelease Notes OpenProject 40 - OmniAuth integration for OpenProject
        • Hierarchy leafRelease Notes OpenProject 40 - Work package details pane
      • Expanded. Click to collapseCollapsed. Click to showSecurity and privacy
        • Hierarchy leafFAQ
      • Expanded. Click to collapseCollapsed. Click to showSupport
        • Expanded. Click to collapseCollapsed. Click to showDownload and Installation
          • Hierarchy leafInstallation MacOS
          • Expanded. Click to collapseCollapsed. Click to showInstallation OpenProject 3 0
            • Hierarchy leafDebian Stable with MySQL in production
            • Hierarchy leafInstallation Ubuntu
            • Hierarchy leafInstallation Windows
            • Hierarchy leafInstallation on Centos 65 x64 with Apache and PostgreSQL 93
          • Expanded. Click to collapseCollapsed. Click to showInstallation OpenProject 40
            • Hierarchy leafOP4 Debian Stable with MySQL in production
          • Expanded. Click to collapseCollapsed. Click to showMigration paths
            • Hierarchy leafFrom Chilliproject to OpenProject
            • Hierarchy leafMigration 15 to 30
            • Hierarchy leafMigration 24 to 30
            • Hierarchy leafMigration Redmine 2x › OpenProject 30
            • Hierarchy leafOpenProject 3 Migration
          • Hierarchy leafOpenProject 40
        • Expanded. Click to collapseCollapsed. Click to showNews
          • Hierarchy leafNew OpenProject Translations Plugin
          • Hierarchy leafNew Plugin on OpenProjectorg Local Avatars
          • Hierarchy leafNew design for OpenProject
          • Hierarchy leafNews Accessibility workshop for OpenProject
          • Hierarchy leafNews Glossary for OpenProject
          • Hierarchy leafNews Heartbleed fixed
          • Hierarchy leafNews Icon Fonts
          • Hierarchy leafNews OpenProject 30 Release
          • Hierarchy leafNews Release GitHub Integration Plugin
          • Hierarchy leafNews Success Story Deutsche Telekom
          • Hierarchy leafNews Timelines
          • Hierarchy leafOpenProject 3013 released
          • Hierarchy leafOpenProject 3017 released
          • Hierarchy leafOpenProject 40 released
          • Hierarchy leafOpenProject 40 will be coming soon
          • Hierarchy leafOpenProject 405 released
          • Hierarchy leafOpenProject and pkgrio
          • Hierarchy leafOpenProject news moved to a new blog
          • Hierarchy leafOpenProjectBitnami
          • Hierarchy leafPackager version with plugins released ("Community edition")
          • Hierarchy leafRegistration OpenProject-Foundation
          • Hierarchy leafRelease OpenProject AuthPlugins
          • Hierarchy leafUpdates on OpenProject
          • Hierarchy leafWe need your feedback for the the new fullscreen view for work packages
        • Hierarchy leafOpenProject Plug-Ins
      • Expanded. Click to collapseCollapsed. Click to showWiki
        • Hierarchy leaf2nd Level Support
You are here:
  • Forums
  • Plugins

Content

Cost and Budget Planning - Is non-calculation the intended behavior?

Added by Mike Lewis over 8 years ago

So I’ve been playing around with cost and budget planning. When I entered some unit costs, and subsequently some labor costs, I noticed that after saving/updating the budget, the Planned Costs column is still at zero. The cost types and/or users all have rates applied to them. For example, Labor: Home Rate is set at $75 (unit Hour) and Mileage: Travel is set at $0.56 (unit Mile).

Is this the intended behavior, is it a bug, or is it a feature that has not yet been completely implemented?

I know that when I am entering this information, there is an edit icon on the Planned Cost field for me to directly enter the planned cost for that line item, but it would seem to me that if I know the number of units (let’s say 966 miles of travel) and the Cost type rate (0.56 per mile) this should be an auto calculation resulting in a planned cost of $540.96 without requiring me to enter that in manually.

Additionally, I would expect that anytime I enter estimated hours in a work package that this could be added automatically as a planned labor cost.

The end result would be the ability to quickly set up a complete project with a good guess at a budget (or a few budgets) without having to do all the math by hand.


Replies (4)

RE: Cost and Budget Planning - Is non-calculation the intended behavior? - Added by Robin Wagner over 8 years ago

Hello Mike,

thanks for your question.
May I ask which version of OpenProject you are using?

I followed the steps you describe (creating two cost types, setting rates for each of those and assigning them to a budget) using OpenProject 3.0.14 and the sums were displayed automatically:

Could you verify that the rates are displayed properly for the defined cost types (in “Modules” > “Cost Types”)?

RE: Cost and Budget Planning - Is non-calculation the intended behavior? - Added by Mike Lewis over 8 years ago

Using OpenProject 3.0.14 (mysql2), Costs plugin 3.0.14. Testing in “production” environment. Running on Ruby v2.1.0.

I tried this again with a brand new budget, and it now appears to work starting from scratch. (The sums are automatically updated when the unit values and type fields are changed/updated.) I did not notice this happening before, so I am going to investigate further and see if I can now reproduce the behavior I described earlier and post an update.

Thanks, Robin.

(Incidentally, attached is my list of my definitions as listed in Modules > Cost Types.)

List of Cost Types.

RE: Cost and Budget Planning - Is non-calculation the intended behavior? - Added by Mike Lewis over 8 years ago

I think I found the problem… Or at least part of it. In my initial setup of the Costs plugin (Modules → Administration → Plugins → OpenProject Cost → Configure), I had altered the way the costs were displayed. I set the Currency field to a dollar sign ($) and then changed the Format of Currency field to %u%n or %u %n which would result in something like “$125.00” or “$ 125.00”— which is a more typical format for domestic use in the US.

I dug into the Javascript code for the Edit-In-Place editor. The problem with my setup is that it appears the Javascript search expression assumes that the currency symbol will always be to the right of the numeric value (such as “125.00 USD”, “750.00 EUR”, and “910.50 CHF”.) When I click the “edit” button and manually edit the number, the currency unit becomes part of the field value which upon submission, results in no conversion from a string (“$125.00”) to a float. (i.e. 0.00)

Incorrect parsing results in currency symbol making its way into data field.

It appears that the system is smart to remember that if the Planned Costs field was in edit mode on submission, then it will be in edit mode when you go back to update the budget, and once the form loads it will have the bad value in the field. If you never change it (e.g. you are updating some other line item), as long as bad characters (currency symbols) are in the field, you won’t get a proper number conversion and end up with a 0.00 after submission.

I wondered if this had also broken the auto-calculate feature too, but it appears that as long as the Planned Costs field is in non-edit mode, the auto-calculate still works fine and will submit the values properly. I was fairly certain that in my previous example this was not the case, but I have not been able to reproduce that behavior, so I could have been mistaken.

So for now, I will keep my Cost Format in the form of %n %u, although this may not be the desired case for everyone, and certainly the ISO 4217 standard allows for currency codes to be placed as either prefix or suffix.

RE: Cost and Budget Planning - Is non-calculation the intended behavior? - Added by Ty LaStrapes about 5 years ago

I have the same issue. I prefer to have %u%n, but am forced to have it the opposite way. Please allow either order. It would also be nice to not display any the cents (decimal point & 00).

  • (1 - 4/4)
Loading...