|
See how to add new costs:
1.On the main screen toolbar, click on the arrow next to the  button and click on the Cost option.
2.On the screen that will be displayed, fill in the following fields:
General data
|
Title
|
Enter a name for the cost.
|
Doc. #
|
Enter the document number which the cost is related to. For example, the number of an invoice.
|
Cost type
|
Select the type to classify the cost being added.
|
Team
|
Select the team that will be responsible for managing the cost being added.
|
Supply
|
Select the supply involved with the cost being added. In order for this resource to function correctly, it is necessary for SE Supply to be part of the solutions acquired by your organization.
|
Program/Project/Task
|
Select the program, project or nonproject task to which the cost being added refers.
|
Fixed due date
|
If this option is not enabled, the cost will follow the task execution flow, that is, its date may change according to the task execution period. Enable this option to indicate that the cost will have a specific date, regardless of whether it is during the task execution period or not. Thus, the cost due date will not be edited.
|
Planned/Rescheduled/Actual
|
According to the status in which the task, the project or the program to which the cost is being added is found, these sections may be displayed. In it, the following fields will be available:
▪Due date: Select the date in which the cost must take place. To do that, type the desired date in the "dd/mm/yyyy" format or click on the field and select the date. ▪Quantity: Enter the quantity of the item related to the cost. ▪Unit value: Enter the unit value of the item related to the cost. ▪Total value: This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the cost being added. If the quantity and unit value are entered, this field is filled out by the system with the total cost value (quantity * unit value). |
Attribute
|
This section will only be displayed if in the Attribute tab on the cost type data screen, an attribute is associated. In that case, enter the values of the attributes that complement the cost. Those attributes that are required must, necessarily, have their values filled out. The way to enter an attribute varies according to the configurations established when creating it.
|
Description
|
Enter relevant information about the cost.
|
3.After filling in all the necessary fields, save the record.
4. To add attachments to the cost, select it in the main screen list of records and click on the  button. On the cost data screen, access the Attachment section. Refer to the Add attachments section for further details on how to add attachments.
|
