Anhang B – Unterschiede zur vorherigen Dokumentation

Cost planning header

Cards for Project VAT, Main Categories, Cost Groups with Budget, Planning Completion

Cards for Cost calculation, Contracted companies, Invoices, Supplements, Project status

Confirm whether the earlier cards were removed or relocated.

Cost planning columns

Cost Calculation, Forecast Completion incl. Risk, Difference, %

Cost calculation, Effective, Forecast, Difference

The Effective column is new and undocumented. Obtain a definition.

Cost tracking header

Budget, Supplements, Actual (Invoiced), Measured, Status

Contract sum (budget), Award, Supplements approved, Invoiced (actual), Measured (approved), Deviation

Labels and card count both differ. Adopt current labels.

Cost tracking columns

Company and Trade/Work as separate columns; no column for open supplements

Single Trade / Company column; separate Suppl. open column

Structure has changed. Current structure documented.

Deviation / Difference formula

Difference = Actual (Invoiced) − Award

Captured data is consistent with Contract sum − Measured, not with the earlier formula

CONTRADICTION. Must be confirmed with development before publication.

Forecast formula

Forecast Completion = Contract Sum + Risk

Consistent with the manual entry dialog

Appears still valid. Confirm.

Controls

Add Manual, Download, Refresh

Manual entry, Download report, Live / snapshot selector

Renamed. Confirm whether Refresh was replaced by the snapshot selector.

Trades

Called Ticket Category; created via an Add Category form

Called Trade; created via the Add trade dialog

Renamed. Confirmed by the QA team. Field mapping is close to one-to-one.

CAPMO import

Central CAPMO IMPORT page with Sync All, Sync Projects, and Sync Users, reporting Created / Updated / Deleted / Merged counts

Per-project pull-and-review sync under Project settings > Sync, with per-field Keep local / Use CAPMO

Workflow replaced. Current process documented in 5.3.4.

Security basis

Separate Net / Gross basis choice per security

Single Basis dropdown offering Calculated or Fixed

Confirm whether net/gross was removed or moved.

Supplement terminology

With / without supplements

With / without amendments

Same concept, two labels. Standardise.

BoQ warning

Not present

BoQ warning threshold, default 85%

New field. Obtain a definition.

Bill of quantities

Called Service Specifications; document called an LV

Called Bill of quantities; document called a BoQ (LV still used in the editor)

Renamed. Confirmed by the QA team.

Creating a BoQ

Single Add LV form: name, file upload, ticket category, Save

Two steps: create an empty BoQ (trade, name), then import a file or use the editor

Workflow changed. Current process documented.

BoQ editor

Not present — upload only

Full editor with groups, subgroups, positions, note text, OZ numbering, GAEB check, Finalize

Entirely new. Needs its own documentation and a populated screenshot.

Supplements

Created in CAPMO, then appear in costeo after a refresh

Created directly via the Create as supplement toggle, with an explicit status

Confirm whether both routes exist.

Supplement status

Approved / not approved only

Draft, Internal review, Client review, Approved, Rejected

Expanded. Confirm which statuses permit an upload.

Invoice workflow

Invoice, Measurement, Supplier Info

Invoice, Measurement, Payment, Finalize

Changed. Confirm where supplier information now sits.

Creating an invoice

Select ticket category, then a single Add Invoice page

Three-step wizard: Trade, History, Details, then a draft

Workflow changed. Current process documented.

Invoice precondition

Category must have an uploaded main LV

Trade must have a finalized BoQ, and no other open draft

Tightened. Upload alone is no longer sufficient.

Quantity entry

Enter the quantity billed in the current invoice only

Field is labelled New cumulative, with prior quantity and cumulative percentage shown

CONTRADICTION. Must be confirmed before publication or training.

Historical baseline

Not present

Captured during invoice creation, once per trade, and not insertable later

Entirely new. Documented.

Position classifications

New Position, Carried Forward, Modified Carried Forward, colour coded

Status, Type, and Source filters

Confirm whether the classifications survive and how they map.

Rejected invoices

Toggle inside the new invoice form

Separate Record rejected invoice button

Moved. Fields need re-confirming.

Measurement trigger

Measurement begins once the invoice has been finalised

Measurement is stage 2; the invoice is still a draft. Finalisation is stage 4

Sequencing reversed. Do not carry the earlier wording across.

Measurement columns

LV Items, Invoice Items, Measured Items, INV Amount, Measured Amount, INV Calc, Aufmass Calc, Warnings

Check, Position, Invoice vs measured, Measured, Amount, Comment

Restructured. Current columns documented.

Measurement detail

Add a new measurement line via a plus icon

Measurement groups and lines with calculation formulas and calculated quantities

Substantially expanded. Documented.

Supplier information

Separate process, tickets created in CAPMO

Supplier info opens the payment calculation, which is the cover sheet

Relocated rather than removed.

Product name

DLC

costeo

Renamed. Retire the earlier document once this manual is approved.