For Project P2P, the Cost Lists screen allows users to see all costs in one screen. This can be found under Project Management > Costs List
You can customise what you wish to see on the screen using the Column Picker. You can also export download a Print-friendly copy, or export into Excel/PDF.
Table Headers
Cost ID
Title
The Cost Title. The hyperlink will open up the Cost Details screen of the selected Cost
Stage
Parent/Child
Timesheet
Cost Description
Supplier Estimate
exc. VAT
Mark-up
Client Estimate
exc. VAT
Balance
If a Parent Cost or Timesheet cost
Merged Estimate
If a Parent Cost
Job
The hyperlink will open up the Job.
Project
The hyperlink will open up the Project.
Client
Client Type
Client Department
Client Section
Client Contact
Account
Job Status
Job Project Manager
PO Date
PO Required By
PO Number
Order Line Number
PO Accepted
Delivered
Receipt Confirmed
Invoice Number
Invoice Date
Supplier Invoice ex. VAT
Supplier VAT Code
Supplier Invoice inc. VAT
Grand Totals can be found at the bottom of the screen
Columns and Filters
Attribute
All (default) / Parent or Child/ Timesheet / Over & Under Spend/ Calendar/ Online Meeting
Supplier
Sort and filter by suppliers or all
Supplier Type
Internal / External (default)
Cost Status
Approved costs (Default) / Unapproved costs / Order Sent / Awaiting Delivery Confirmation / Awaiting Receipt Confirmation / Invoice Submitted / Paid / All
Budget Code
Filter by specific Budget Code
Project Number
Job Number
PO Number
Client Organisation
Client Type
Internal / External
Client Department
Filter by Department (if Client Organisation is set)
Client Section
Filter by Section (if Client Organisation is set)
Client Contact
Cost ID
Search by Cost ID
Account
Sort and filter by these costs on Jobs in Projects with selected Account(s)
Job Status
Live / Completed / Completed and Charged / Completed and Uncharged / Cancelled / Deleted / Tentative
Job Project Manager