Track costs on work orders and work schedules
Work orders and work schedules can include cost line items with estimated and actual amounts. Totals are carried through automatically, and schedule costs are copied onto the work order when it is generated.
Before you start
Cost management must be enabled for your site. An administrator must also set up cost categories and the default currency before you can add cost line items.
Manage cost categories
Cost categories are organisation-scoped and managed from the Operations settings.
Go to the Operations settings page.
Open the cost categories management section.
Add, edit, remove, or reorder categories as needed.
Set the default currency
The site-wide default currency is configured from the Finance settings tab.
Add a cost line item to a work order
Open the work order detail page.
Add a cost line item.
Choose a cost category and currency.
Enter an estimated amount, an actual amount, or both.
Save and review the updated totals.
Add a cost line item to a work schedule
Work schedules use the same cost line items as work orders. Open a schedule and add cost line items with estimated and actual amounts. The totals are carried through automatically.
How schedule costs copy to a work order
When a work order is generated from a schedule, the schedule's cost line items are copied onto the work order. You can then review and update the amounts on the work order detail page.