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MANAGING PROJECTS

Projects represent nonroutine business activities that often have long-term strategic ramifications for a firm. In this chapter, we examined how projects differ from routine business activities and discussed the major phases of projects. We noted how environmental changes have resulted in increased attention being paid to projects and project management over the past decade. In the second half of the chapter, we introduced some basic tools that businesses can use when planning for and controlling projects. Both Gantt charts and network diagrams give managers a visual picture of how a project is going. Network diagrams have the added advantage of showing the precedence between activities, as well as the critical path(s). We wrapped up the chapter by showing how these concepts are embedded in inexpensive yet powerful software packages such as Microsoft Project. If you want to learn more about project management, we encourage you to take a look at the Web site for the Proj...

Flexible Budgets and Standard Costs

CONCEPTUAL
Standard costs are the normal costs that should be incurred to produce a product or perform a service. They should be based on a careful examination of the processes used to produce a product or perform a service as well as the quantities and prices that should be incurred in carrying out those processes. On a performance report, standard costs (which are flexible budget amounts) are compared to actual costs, and the differences are presented as variances. Standard cost accounting provides management information about costs that differ from budgeted (expected) amounts. Performance reports disclose the costs or areas of operations that have significant variances from budgeted amounts. This allows managers to focus more attention on the exceptions and less attention on areas proceeding normally.
Management can use variances to monitor and control activities. Total cost variances can be broken into price and quantity variances to direct management’s attention to those responsible for quantities used and prices paid.
ANALYTICAL
Actual sales can differ from budgeted sales, and managers can investigate this difference by computing both the sales price and sales volume variances. The sales price variance refers to that portion of total variance resulting from a difference between actual and budgeted selling prices. The sales volume variance refers to that portion of total variance resulting from a difference between actual and budgeted sales quantities.
PROCEDURAL
A flexible budget expresses variable costs in per unit terms so that it can be used to develop budgeted amounts for any volume level within the relevant range. Thus, managers compute budgeted amounts for evaluation after a period for the volume that actually occurred. To prepare a flexible budget, we express each variable cost as a constant amount per unit of sales (or as a percent of sales dollars). In contrast, the budgeted amount of each fixed cost is expressed as a total amount expected to occur at any sales volume within the relevant range. The flexible budget is then determined using these computations and amounts for fixed and variable costs at the expected sales volume.
Materials and labor variances are due to differences between the actual costs incurred and the budgeted costs. The price (or rate) variance is computed by comparing the actual cost with the flexible budget amount that should have been incurred to acquire the actual quantity of resources. The quantity (or efficiency) variance is computed by comparing the flexible budget amount that should have been incurred to acquire the actual quantity of resources with the flexible budget amount that should have been incurred to acquire the standard quantity of resources.
Overhead variances are due to differences between the actual overhead costs incurred and the overhead applied to production. The overhead controllable variance equals the actual overhead minus the budgeted overhead, based on a flexible budget. The volume variance equals the budgeted fixed overhead minus the applied fixed overhead.
An overhead spending variance occurs when management pays an amount different from the standard price to acquire an item. An overhead efficiency variance occurs when the standard amount of the allocation base to assign overhead differs from the actual amount of the allocation base used.
When a company records standard costs in its accounts, the standard costs of direct materials, direct labor, and overhead are debited to the Work in Process Inventory account. Based on an analysis of the material, labor, and overhead costs, each quantity variance, price variance, volume variance, and controllable variance is recorded in a separate account. At period-end, if the variances are not material, they are debited (if unfavorable) or credited (if favorable) to the Cost of Goods Sold account.
Guidance Answers to Decision Maker
Entrepreneur
From the complaints, this performance report appears to compare actual results with a fixed budget. This comparison is useful in determining whether the amount of work actually performed was more or less than planned, but it is not useful in determining whether the divisions were more or less efficient than planned. If the two consulting divisions worked on more assignments than expected, some costs will certainly increase. Therefore, you should prepare a flexible budget using the actual number of consulting assignments and then compare actual performance to the flexible budget.
As production manager, you should investigate the causes for any labor-related variances although you may not be responsible for them. An unfavorable labor efficiency variance occurs because more labor hours than standard were used during the period. There are at least three possible reasons for this: (1) materials quality could be poor, resulting in more labor consumption due to rework; (2) unplanned interruptions (strike, breakdowns, accidents) could have occurred during the period; and (3) a different labor mix might have occurred for a strategic reason such as to expedite orders. This new labor mix could have consisted of a larger proportion of untrained labor, which resulted in more labor hours.
Sales Manager
The unfavorable sales price variance suggests that actual prices were lower than budgeted prices. As the sales manager, you want to know the reasons for a lower than expected price. Perhaps your salespeople lowered the price of certain products by offering quantity discounts. You then might want to know what prompted them to offer the quantity discounts (perhaps competitors were offering discounts). You want to break the sales volume variance into both the sales mix and sales quantity variances. You could find that although the sales quantity variance is favorable, the sales mix variance is not. Then you need to investigate why the actual sales mix differs from the budgeted sales mix.

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