You have questions – We have answers. As comprehensive as information is: Questions always remain. Before you contact us, please read the most frequently asked questions below. This gives us more time to answer specific questions and shortens the response time for your specific questions.
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There are several ways to look at budget availability. The total budget can be found in the tab Budget and the view Cost Determination of PROBIS Expert, if a cost determination is created in PROBIS Expert. In addition, it is possible to view the budget and its distribution through various reports / filter options / individual evaluations. The preparation of the report is explained in one of our help videos – The Cost Report
In order to see all projects for which you have permission, you have to establish a server connection. How this works is explained in one of our help videos “Connection Manager”. If you have established a server connection and still don’t see “your” project, this can also be done by the authorization structure. Then please contact your system administrator.
Please contact your system administrator. If you are the system administrator yourself, you can add users to the project in the project in the higher menu bar under “Edit –> User control” using the plus button. If you cannot find a user, please contact support.
To change the color, open the tab “Edit –> Settings” in the menu bar of the multi-project view (not within a project). There you can change the surface color under “General –> Color scheme”.
You can see the total of payments in the last row of the table in the tab Project under the heading Project totals. Please also consider your cash discount.
Due to some incidents, valid data can appear as if an error had crept in. Try to update the project first (F5). Also the recalculation (F9) of a project sometimes brings light into the darkness. Otherwise, it is helpful to use the history function of the individual tabs to make certain changes to the project visible.
Creating a supplement works like creating an order title. Under the tab Orders in the relevant order it is possible to add a title by clicking the Add button. By changing the title type it can be displayed as a supplement. For this there is a help video “Orders and titles”. Only one must consider that the title type of the order title is changed by the dropdown menu to the type = supplement. Please also consider the status of the supplement when editing.
A meaningful structure of the order titles depends on the respective order and its structure. It is important to have a meaningful and well thought-out structure (“codes”) for the structure titles. We recommend 01 Main Order, 02 Supplement, 03 Expected Additional Costs, 09 Reserve.
A code defines a record element. For example, if you create a new job, you define it uniquely by assigning a code to it. A code must always be unique. It can be chosen arbitrarily, but must be followed consistently.
You can understand catalogs as filter criteria. Do you want to filter a data record? Then this data record must have criteria according to which you can filter. (For example, you can extend the data set “Cost elements” with the filter criterion DIN 276 or subobject (e.g. location such as auteil 1). You can then filter for elements in this data set. (For example, all elements with cost group 300 or all elements with the assignment component 1). The assignment of filter criteria takes place in PROBIS Expert in cost determination, where cost elements are linked with filter criteria, the so-called catalog elements, during import.
Please check whether the checkbox “Invoice checked” has been set in the tab Invoices. Only then is the invoice checked and can influence the payment amount. In the second step, you can also trace the retention amounts in the final invoice sheet of the respective invoice. It is possible that a retention has been made here, which is why your payment amount is not the same as the invoice amount.
To change the language, open the tab “Edit –> Settings” in the menu bar of the multi-project view (not within a project). There you can change the language of PROBIS Expert under “General –> Language”.