Summary
The job costs tab allows you to keep track of the costs and sales values against a job. Any labour, activity, parts, or ad-hoc costs will be tracked and summarised in this tab.
User Type Rights
Code | Name | Description | Right Type |
---|---|---|---|
JCO | Display Job - Costs Tab | Access to the cost tab on a job | Process Rights |
JFS | Display Job - Financial Summary Tab | View the summary fields on job cost to see the actual and estimated margins | Process Rights |
MJC | Modify Job Costs | Option to change and add new costs on the job cost tab | Process Rights |
MCC | Modify Cost Complete Job | Allow cost modifications and new cost entries on the job cost tab once the job has passed the completed job status | Process Rights |
UCOME | Update Costs in Measured Stage | Allow cost modifications and new cost entries on the job cost tab once the job has reached the measured stage | Process Rights |
Guide
Adding Job Costs Manually
Note: If you have job versioning turned on, you must create a version before adding costs manually
- Click on the Costs tab to view all existing costs against the job
- Click on the "Add Job Cost" button to bring up the creation menu
- Fill in the details on the creation screen:
- Description: The description of the cost
- Cost Type: The cost type you want to post
- Posting Type: The posting type of the cost
- Team: The team to assign the cost to
- Resource: The resource to assign the cost to
- Client Ref: A unique reference for the cost assigned by your client
- Ref: Your unique reference for the cost
- Quantity: The quantity of the cost. The total will be worked out based on quantity multiplied by cost/sales values
- Unit: The unit of measurement to apply to the cost
- Unit Cost: The cost per unit
- Unit Sales: The sales value per unit
- Financial Date: The date at which the cost is applied
- Tax Type: The rate of tax to be applied to the cost
- Click Save to commit your changes