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 [e-mail] 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 [e-mail] and we can discuss options.