Costing

Costing is a sub-project of a bigger project. For example, a Project can have three houses (or townhouses) and each house or townhouse can be costed and managed separately. Each house (or townhouse) can have their own costing. In this case, the project would have three costings.

 

Add more costings to a project

  1. To create a new costing for a Project, select a project first from the left hand side projects list.
  2. Click on the + New button on top left corner of the page.
  3. Click on Costing
  4. Fill the form and click on Add New.

Switch between costings

  1. On top right corner of the page, click on the button.
  2. Click on the drop down menu and select your costing.

 

Change the settings of a Costing

  1. Select a project from the left side menu.
  2. Click on the settings tab on the ribbon.
  3. Click the edit button on top left corner of the Costing Info card (see image below).
  4. On the opened form, fill the information and click Save.

 

Other options

click on the button on top left corner of the Costing Info card (see image below)for more options:

  1. Duplicate: to create a new copy of an existing costing, use this button. It copies all the items into a new Costing.
  2. Archive: Archiving a costing, hides it from the drop down menu. To unarchive, click this button again.
  3. Trash: this option put the costing in recycle bin. It only can be restored by an admin and in the Admin Control Panel.
  4. Delete Permanently: this option deletes the costing from the system and there would be no way to restore it. It wipes it off, be careful with this option.