01What it is
Cost categories are the dictionary for the Project costs module. When the company registers, five categories are created: Labour, Materials, Subcontractors, Equipment and transport, and Other.
Three of them are system categories that receive automatic costs: labour from timesheets, materials from stock and purchases, and subcontractor settlements. You can rename them, but you cannot deactivate or delete them, and a manual cost cannot go into them.
Your own categories are for costs entered by hand. A category that has costs can be deactivated; only a category with no costs at all can be deleted.
- THREE AUTOMATIC
- Labour, materials and subcontractors.
- YOUR OWN
- For costs entered by hand.
- BEHIND A PERMISSION
- Visible to people with access to finance.
02What it is for
Cost structure
The project card shows approved costs split by category.
No double counting
Labour, material and subcontractors come from their sources, not by hand.
Your own split
Add categories for costs you carry on projects, for example waste disposal.
03Main options
The screen is a list of categories with their kind and number of costs, and the category window.
Every cost category
Tiles: categories, active ones and those for automatic costs.
- Columns: name, kind, number of costs, status
- Kind: a source of automatic costs or your own category
- Edit, deactivate and delete from the row menu
Name and order
The New category window, the same one for editing.
- Name up to 100 characters (required)
- Order on the list
- In a system category you change only the name
04Tasks step by step
- STEP 1Open Settings › Cost categories and choose New category.
- STEP 2Enter a name, for example Waste disposal, and an order, then save.
- STEP 3The category appears in the cost form in Modules › Finance › Project costs.
- STEP 1Deactivate your own category that has costs from the row menu. Costs that already have it stay unchanged.
- STEP 2A category with no costs can be deleted.
05Actions
The most common tasks around cost categories.
New category
Your own category for manual costs.
Rename
Also in a system category.
Deactivate
A category with costs stays in the history.
06What it connects to
Choose a module to see where cost categories work.
Project costs
Every project cost has a category from this dictionary.
Go to the topicProject costsProjects
The project card shows the structure of approved costs by category.
Go to the topicProjectsTimesheets
Labour from timesheets goes into a system category.
Go to the topicTimesheetsSubcontractors
Subcontractor settlements go into a system category.
Go to the topicSubcontractorsCategories and groups
You organise other records in categories and groups.
Go to the topicCategories and groups