Costs List

Modified on Thu, 6 Jun, 2024 at 10:34 AM

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