Controlling > Postings

The basis for analyses in Controlling are postings from Project accounting. Depending on how your organisation uses WINPACCS Cloud, postings from Company accounting may also be available. The data basis for your analyses are managed in posting views.

Use the functions for example, to display, edit, split, or flag posting positions as billed. While analyses compile and filter larger amounts of data according to certain criteria, here you can edit individual data in the postings.

NOTE: You can find general information on how to get started with WINPACCS Controlling here.

Postings section (navigation area)

In the Analyses section in the navigation area, you can see all the saved posting views. All the settings for columns, groupings, filters, and other table layout properties are saved in the views.

Default view: This view is always available. If you want to make and save changes to the table layout, click on Posting view () and then Save as copy.

The restriction to one programme affects all views. In addition to the standard view, only the saved views that were created in the selected programme are available. Views that were created without a restriction to a programme are only available in unrestricted controlling.

Table

The table shows an overview of the posting positions of the projects to which you are assigned. If controlling is restricted to one programme, only posting positions from projects that are assigned to this programme are displayed. Only a few columns are shown in the default view. Use the table settings to display additional columns or change the way the table is shown.

In the column selection (), additional columns are available for programme data, project data and voucher data. The programme data is only available if your organisation works with programmes. The Programme data are entered when creating programmes and rarely change. They apply to all posting positions of all projects of a programme. The Project data are created when creating projects and rarely change. They apply to all posting positions of a project. The voucher data are recorded in the project accounting and are identical to the information in project controlling. In addition, general entries are available for the budget lines of the projects.

Use the functions above the table to edit posting positions.

Functions

The following functions are available above the posting overview (table):

	Display	Opens the selected posting position and displays its properties in the display mode. You can also open posting positions with a double-click.
	Edit	Opens the selected posting position and displays its properties in Edit mode. If you select several posting positions and click on Edit a window opens in which you can set certain fields of these posting positions to the same value (Multiple processing). Reported posting positions are blocked for processing. If you want to process a posting position that has already been reported, the system asks you whether you want to unlock (=free) the posting position.
	Print	Creates a PDF document from the Posting view The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied.
	Export	Exports the posting view in Excel, PDF, CSV or RTF format. The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied.
	Posting view	To create new views or modify existing views, use these functions: ▪Create new: Opens a pop-up to enter the name of a new view. ▪Save: Saves changes to the opened view. ▪Save as copy: Saves changes to the opened view under a different name. ▪Delete: Deletes the opened view. New views are sorted alphanumerically into the list of existing views in the navigation area. All the settings for columns, groupings, filters, and other table layout properties are saved in the views. Views can be created for the own user or publicly. Public views are displayed to all users of your organisation who can open Controlling and can also be edited or deleted by other users.

Configuration area

The Configuration () button opens further settings for the Posting view (table). Use these settings to customise the posting view in addition to the Table settings (columns, filters, sortings, groupings):

General	To change the name of the posting view simply edit the field. Then use the Posting view () > Save function to accept the new name.
Quick filter	Preconfigured quick filters allow you to filter posting positions by the following properties with just a few clicks: ▪Project number ▪Programme number ▪Posting status ▪Periods: ▪Reporting periods ▪Voucher date ▪Accounting periods Click on Edit quick filters () to select Quick filters. Selected quick filters are displayed above the table. You can also operate them there (activate, deactivate, enter data): Then use the Posting view () > Save Function to make these fields permanently available in the posting view.
Filters	All the applied column filters are listed here. You can set column filters by clicking on the filter symbol () in a column header.
Display	Highlighted postings: Set here whether split, cancelled, reposted, changed or reported posting positions should be highlighted in yellow in the posting view. Split posting positions are highlighted by default. Display of revenue: Set whether revenue is also displayed, or whether the posting view only contains costs. Revenue is not displayed by default.