Edit project cost elements

PATH: Administration > Setup > Project > Project cost types > "Open/Add" button.

Field

Meaning

Cost element

ID or short description of project cost element.

Description

Detailed description of cost element .

Purchase
flags: Purchase order / Delivery / Invoice

If more than one document is selected, the documents will be balanced against each other

Example: Flags are set for purchase and for invoice. A purchase order of 1000 EUR is created from a task, 1000 EUR are charged to the budget. After receiving the payment, the invoice is booked. The invoice amount is not 1000 EUR but 1100 EUR. Then, the budget will be charged another 100 EUR – in sum 1100 EUR.

Order times

If active, order times related to project tasks are charged to the budget. By selecting a cost element right to this field the reported order times can be linked to the selected Cost element.

External costs

Use this flag to define a project cost element for charging external costs (eg. accommodation).
Therefore, in the task (See task catalog) the operation type "costs" needs to be selected. Then, the Project order is set up accordingly.

A cost center can be entered right to it to book the costs there.

External operation
flags:
Purchase order / Delivery / Invoice

If more than one document is selected, the documents will be balanced against each other

Example: for purchase and for invoice flags are set. From a work order assigned to a project, an external operation is created with a purchase of external service about 1000 EUR. As result, 1000 EUR are charged to the budget. After receiving the payment, the invoice is booked. The invoice amount is not 1000 EUR but 1100 EUR. Then, the budget will be charged with another 100 EUR - in sum 1100 EUR.

Issues

If active, a project cost type can be created in which issued material (via work orders) will be charged to the budget. If necessary, an account can be defined (next row).

Account

Account for issues of the cost element "issues".

Bitmap

Select a bitmap for the project cost element to be displayed in lists.

Color

Select a color for the project cost element to be displayed in lists.

Edit project cost types