Solution Properties
Solution ID:
201211122543963
Last Modified Date:
Tue Oct 05 16:15:37 UTC 2021
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Configuration Editor - Project Costing tab
Description

How to get to the Project Costing tab

  1. Click Settings then click Configuration.
  2. Click the Project Costing tab.

Below are the options you have in this tab.

Project Status

You can use this section to add, edit or delete project statuses. You can add up to a maximum of 99 statuses. 

 Add a Project Status
  1.  Click Add Status and enter a short code and description for the status then, to specify the actions that you can take with this status, select the Allow Postings and Allow Deletion check boxes as required.
    NOTE: You cannot set up a status with both of these check boxes selected.
  2. Click OK
Edit a Project Status
  1. Select the status from the list and click Edit status.
  2. Make any changes you wish to make, then click OK.
Delete a Project Status

Select the status from the list and click Delete Status, then click Yes. You can only delete a status if there are no Project Records currently using it.

NOTE: You cannot delete the default status and you must always retain at least one status, which is the default if it is the only one remaining. To change the default status, select the status you require and click Set as Default.

Project Custom Fields

The Project Record contains three analysis fields that you can use to categorise projects for reporting and analysis purposes. For example, you could categorise projects by project manager, project type and geographical area.  By default these labels are named Analysis 1, Analysis 2, and Analysis 3, and are found in the Analysis tab of a project record. 

Use the Field 1, Field 2 and Field 3 boxes in the Project Custom Fields area to rename these analysis fields.

Edit a Project Custom Field
  1. Click Settings and click Configuration.
  2. Click the Project Costing tab and in Field 1, Field 2 or Field 3 boxes enter the required labels.
  3. To save the changes, click Apply.

You have now amended your analysis fields.

Cost Types

Cost Types allow you to categorise the different type of cost codes that you want to use. This allows you to analyse your project costs at a later date.

Edit a Cost Type

You can use this section to define your project cost types, up to a maximum of 99 types. 

  1. Click Settings then click Configuration.
  2. Click the Project Costing tab and amend the Cost Types section as follows:
    • To add a new Cost Type click Add and enter a name for the Cost Type.
    • To amend a Cost Type select the type from the list, click Edit and amend as required.
      TIP: If required, to delete a Cost Type, select the type from the list and click Delete. 
  3. Click OK.

Cost Codes

Cost codes allow you to identify the various types of costs that a project incurs, such as the materials that make up a product or the labour element of a job. When you enter a cost for a project you can associate a code with each cost. This helps you to analyse the costs for your projects at a later date.

You can use this section to define your project cost codes, up to a maximum of 99 codes. 

Add a new Cost Code
  1. Click Add Code and enter a code and a description for the Cost Code.
  2. Select the required Cost Type.
  3. Click OK.

Edit a Cost Code
  1. Select the code from the list then click Edit and amend as required.
  2. Click OK

Delete a Cost Code
  1. Select the code from the list and click Delete Code.
  2. Click Yes.

NOTE:  You can only delete a Cost Code if there are no transactions associated with the code. 

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