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How do I create a Job to Date Costs column on a configurable budget?

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These steps cover how to create a Job to Date Costs column on a configurable budget for non-ERP users. If your company is ERP-integrated, see Steps 1-9 for  How do I create a Direct Cost column on a configurable budget for ERP integrated projects? If you do not yet have Requisitions on your projects, see What is the rollout schedule for Requisitions?

Steps

  1. Navigate to the company Admin tool.
  2. Click Budgeting Configuration.
  3. Click a view you want to add the Job to Date Costs column to. If you do not yet have a view created, see Set up a New Budget View.
  4. Click the Configure Columns button.
  5. Click + Create Source Column
    -or-
    Click Create in the top right corner and select Source.
  6. Type a name for your column (e.g. Requisitions).
  7. Select Requisitions under Column Source.
  8. Mark the box next to Requisitions. The Requisition amount is the gross amount (Total Completed And Stored to Date), not the net amount (Total Earned Less Retainage).
  9. (Optional) Select the status of the requisitions you want included in your column. 

  10. Click Create at the bottom of the window.
  11. Click Create in the top right corner and select Calculated.
    Note: This works if you are creating from the default budget template and Direct Costs is already an available column.
  12. Type a name for your column (e.g. Job to Date Costs).
  13. For your calculation, select Requisitions (+) Direct Costs.

  14. Click Create. Your calculated column list will now show your Job to Date Costs column. 

 

 

 

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Last modified
12:13, 13 Apr 2017

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