Cost Calculations

This feature automatically allows users to enter costs into fields and automatically calculates section totals as well a grand total for the project. Here is how to get it set up.

1. Set the Workflow type on the template

  • Edit the top level information on the template and click the Cost calculation check box under Workflow Types

2. Set up the cost item fields

  • For any field that is a cost item select "Cost item" in Workflow field

 

  • This field can be a Dollar amount field, or a Selection field where the values of the selection options are the costs. Do not use any other fields when using a Cost item workflow.

 

3. Set up section total fields

  • Add fields to each section for the section totals.  This values for these fields are calculated by summing the values of all the Cost item fields in that given section.
  • The field should be a Dollar field, Admin only and have "Section cost total" selected for Workflow field

 

4. Set up the project total field

  • Add a field to the template for the total project cost.  This value for this field is calculated by summing the values of all the Cost item fields in the project.
  • The field should be a Dollar field, Admin only and have "Project cost total" selected for Workflow field

 

5. Costs are calculated as cost items are changed

  • Create a new project from this template
  • Edit the cost item fields in the portal and see the section and project totals update as they are changed
  • When cost item fields are updated on mobile, the totals are calculated when those cost items are sync'd back to the cloud
  • Mobile users will see updated cost totals after syncing (we'll be adding real-time cost calculations on mobile in the near future)

6. The Job Cost Report

  • The Job Cost Report is a special report that just includes the cost item and cost totals organized by section.

Have additional questions?  Please contact us at support@fotonotes.com and we'd be happy to answer them.

The cost calculation feature is a premium feature. If you do not see the features described above in your portal. Please contact us at support@fotonotes.com and we can discuss options.

Have more questions? Submit a request

Comments

Powered by Zendesk