Project Cost Entry and Management

How to Add Project Costs:

1. Go to Projects > Project Costs
2. Select the Client and Project
   
3. Enter in the details pertaining to the Cost in the remaining optional fields:
   • Waybill/P.O#
   • Invoice #
   • Select or enter in the applicable Vendor.
     
   • Select the Entry Date (default is today’s date).
   • Select an Item, you can manage your list of Cost Items by clicking on the “Manage” link (see more about cost items below).
     
   • Enter in a Description for the entry
   • Enter in a Quantity value for the entry.
   • Enter in an Estimated cost for the entry.
   • Enter in an Actual amount for the cost entry.
     
   • Mark the the entry as Bill Received if applicable.
   • Attach a file related to the cost, such as a receipt.
     
4. Click Save New

Once a Project Cost is saved it will appear in the project cost table below the entry form.

Searching for a Cost Entry

The Project Costs page also functions as a search page. The default view for the page will display all cost entries made within the last 90 days. You can select a different date range for searching by modifying the Date Rangeparameters.

Enter your desired search criteria in the applicable fields and click Search.

Note: you can use the Personnel pick list to find entries entered by a specific user.

Editing a Cost Entry

1. Find the entry you wish to edit.
2. Click on the edit pencil edit next to the entry.
3. Make your desired changes and Save Edit.

You can also make selective changes within the project cost table. Hover over a table row to see which fields can be edited in-line.

Deleting a Cost Entry

1. Find the entry that you wish to delete.
2. Click on the delete icon delete next to the entry.
3. Confirm your delete.

How to Add in Cost Items

Have a list of items that you purchase frequently at the same cost? Use the Item List to add items with a unit price. Select an item and input the quantity, and the Actual cost will automatically be calculated.

To create a cost item

1. Click on Manage beside the item field.
   
2. Enter in the Item (e.g. kilometres, Adobe Stock, Printing Fee etc.)
3. Enter in the Price per Unit (up to 4 decimal places)
4. Click Save New

When entering a project cost and selecting an item, you will see that the Actual cost field is populated with the price per item value. Update the quantity number and the Actual cost will update to reflect the change.

How to Add in Vendors

1. Go to Tips/Links.
2. Click on Add Vendor.
3. Once on the Contact page click on the Manage button next to the Category menu.
   
4. Enter in a new Vendor Category name, and mark it as being a Vendor.
   
5. Enter in your vendor details on the contacts page and select the Category you have created.
6. Click Save New

How to Add Markups

To create a markup (%) that can be applied to a cost entry:

1. Click on Manage next to the markup drop down.
2. Enter in a Name for the markup.
3. Enter in a Note (optional).
4. Enter in the Percentage amount.
5. Click Save New.

How to Apply Markups

1. Enter in you cost entry details following the steps above.
2. Select the Markup percentage to be applied.
   
3. The selected markup percentage will be applied against the actual cost, and you will see the Cost After Markup value appear below the Actual Cost Field.