Reading the post-costing correctly
Where plan and actual come from, what the traffic light per task means — and why the numbers are live, not frozen.
Diese Funktion ist nur im Plan Premium enthalten. Pläne vergleichen
You open an order's costing page in the sidebar via Controlling (Premium plan, visible to Admin and Planner) with a click on the order name. There, the "Post-costing" tab places three numbers side by side. The art is in reading them correctly.
The three key figures
- "Planned SP (quote price)" is what the customer pays: the quote price after discounts. Without a quote it shows the SP cost price from the pre-costing.
- "Actual PP (actual costs)" is what it really costs: every logged hour multiplied by the internal hourly rate, plus every inventory withdrawal multiplied by the purchase price, plus the overhead surcharges on those actual costs. Cancelled entries do not count.
- "Actual margin" is the difference. As long as no actual costs are logged yet, this shows "–".
If the margin slips into the negative, Gantway warns: "The actual costs exceed the quote price. Check the cost development per task."
Three levels deep
Below the order total comes the "Breakdown per task" with planned SP, actual PP, and margin per work step, including a traffic-light dot (green = on plan, yellow = up to 10% over, red = more). Each task expands further into the cost types Labor, Material, Machine, Other. This turns "the order is red" into the useful statement "the sanding took twice as long".
If the order has supplements, a note says so: "This order has {N} supplementary quote(s). The supplementary tasks are included in the planned and actual values."
Auch bekannt als: Post-costing, Margin, Actual costs, Planned sale price, Cost control, profit, did we make money, was it worth it.