Controlling (/controlling) provides dashboards and tools for financial planning, monitoring, and reporting. It requires the controlling:read permission.

Cockpit

The controlling cockpit at /controlling displays key metrics at a glance:

KPIs — Configurable key performance indicators with trend indicators and target comparisons
Utilization — Billable hours as a proportion of total available hours, by team or individual
Realization — Ratio of billed revenue to standard value of time spent
Budget burn — Percentage of budget consumed versus time elapsed, highlighting over- and under-spending

KPI definitions are configured under Stammdaten. The cockpit tiles update in real time as new data is posted.

Planung (Planning)

Budgets

Create and manage budgets at /controlling/budgets.

Define budget structure

Set up budgets by cost center, project, client, or time period. Allocate amounts to each line item.

Assign responsibility

Link budget lines to owners who are accountable for monitoring and adherence.

Monitor

Track actual spending against budgeted amounts from the cockpit and reports.

Forecast

Use the forecast module at /controlling/forecast to project future financial performance based on current trends and planned activities. Forecasts incorporate:

Historical spending patterns
Confirmed pipeline and commitments
Seasonal adjustments

Adjust forecast assumptions manually or accept the system's projections.

Berichte (Reports)

Soll/Ist — Plan vs. Actual

Generate plan vs. actual reports at /controlling/berichte/soll-ist to compare budgeted values against realized figures. Reports support breakdown by:

Cost center
Project
Time period (monthly, quarterly, annual)
Account category

Top-Subjekte (Top Subjects)

The Top-Subjekte report ranks your largest revenue and cost drivers. Use it to identify:

Highest-revenue clients or projects
Biggest cost centers by spend
Margins by engagement type

Stammdaten (Master Data)

Master data settings live at /controlling/stammdaten and define the structure for all controlling outputs.

Aktivitaetsarten (Activity Types)

Define billable and non-billable activity categories. Each type carries a default hourly rate and cost rate used in utilization and realization calculations.

Verrechnungssaetze (Internal Rates)

Set internal billing rates by role, seniority, or activity type. Rates feed into standard value calculations for realization reporting.

Kennzahlen (KPIs)

Configure the key performance indicators displayed in the cockpit. Each KPI has:

Name and description
Calculation formula — Based on financial and operational data fields
Target value — The benchmark for green/yellow/red status indicators
Display unit — Percentage, currency, hours, or count

Perioden (Periods)

Define the fiscal periods used across budgets, forecasts, and reports. Periods can be monthly, quarterly, or custom intervals aligned to your organization's fiscal year.

Next Steps

Finance & Accounting — The financial data feeding into controlling reports
Analysis & Insights — AI-driven signals on budget variances and KPI anomalies

Controlling & Planning