Managing Cost Items

How to Add a Cost Item

1. Navigate to Setup > Costs in the side navigation.
2. Click the Add cost item button (+) in the toolbar. A new row appears at the bottom of the grid with the following default values:
   • Cost Code: "Cost Code"
   • Name: "Cost Item"
   • Source Quantity: 1
   • Consumption Factor: 1
   • Waste: 1
   • Quantity: 1
   • Unit Cost: 0
   • Markup Factor: 1
3. Double-click any cell in the new row to edit its values.

How to Add a Cost Sub-Item

1. Select an existing cost item in the grid.
2. Click the Add cost sub-item button in the toolbar. A new sub-item row appears below the selected cost item.
3. The sub-item inherits a Cost Code based on the parent (e.g., "<parent cost code> New") and defaults to the same values as a regular cost item.
4. Double-click any cell to edit its values.

Editing Cost Items

How to Edit Text Fields

The following fields are editable by double-clicking the cell: Cost Code, Name, Code, Cost Type, Measurement Rule, and Unit.

1. Double-click the cell you want to edit. The cell becomes editable.
2. Type the new value. Fields accept any string up to 255 characters. Empty values are allowed.
3. Press Enter or click outside the cell to confirm.

How to Edit Cost Values on a Sub-Item (Child)

The following fields are directly editable on sub-items (child cost items):

1. Double-click Source Quantity, Consumption Factor, or Waste to edit. Accepted range: 0.00001 – 1,000,000,000,000.
2. Quantity is calculated automatically: Source Quantity × Consumption Factor × Waste = Quantity. This field is not directly editable.
3. Double-click Unit Cost to edit. Base Cost updates automatically: Quantity × Unit Cost = Base Cost.
4. Double-click Base Cost to edit. Unit Cost updates automatically.
5. Double-click Markup Factor to edit. Total Amount updates automatically: Base Cost × Markup Factor = Total Amount.
6. Total Amount is not directly editable — it is always calculated.

How to Edit Cost Values on a Parent Item

Unit Cost, Base Cost, Markup Factor, and Total Amount on a parent item are not directly editable when the item has sub-items — they are rolled up automatically from the sub-items.

1. Double-click Source Quantity, Consumption Factor, or Waste on the parent to edit them directly.
2. To update Unit Cost, Base Cost, Markup Factor, or Total Amount on the parent, edit the corresponding values on any of its sub-items — the parent values will update automatically.

Organizing Cost Items

How to Indent or Outdent a Cost Item

1. Select a single cost item in the grid.
2. To make it a sub-item of the item above it, click Indent in the toolbar. The item (and any of its sub-items) moves one level down.
3. To promote it to the level of its parent, click Outdent in the toolbar. The item (and any of its sub-items) moves one level up and becomes a sibling of its former parent.

How to Move a Cost Item

1. Select one or more cost items in the grid.
2. Drag and drop the selected items to a new position — either to a different level or a different position on the same level.
3. Note that moving a cost item into one of its own descendants is not allowed and will be ignored.

How to Copy a Cost Item

1. Select one or more cost items you want to copy (including items with sub-items).
2. Click the Copy cost item button in the toolbar.
3. A copy of the selected items (including sub-items) is placed at the bottom of the grid. Linked tasks are not carried over to the copy.

How to Delete a Cost Item

1. Select one or more cost items you want to delete.
2. Click the Delete button (trash icon) in the toolbar.
3. A confirmation dialog lists the items selected for deletion. Click Delete to confirm.

Linking Cost Items

How to Link Quantities to a Cost Item

1. Select one or more cost items by holding Ctrl and clicking each item.
2. Open the Cost details panel by double-clicking a cell in the Linked Quantities column, or by clicking the Cost details icon in the toolbar.
3. Use the search field to filter the quantities list. You can enter multiple search strings.
4. Check a quantity in the panel to link it to the selected cost items. The Source Quantity value updates automatically.
5. Uncheck a quantity to unlink it. The Source Quantity value is kept and becomes directly editable again.

Note: If no cost items are selected, the checkboxes in the panel are disabled.

How to Link Tasks to a Cost Item

1. Select one or more cost items by holding Ctrl and clicking each item.
2. Open the Cost details panel by double-clicking a cell in the Linked Tasks column, or by clicking the icon in the toolbar.
3. Use the search field to filter the task list. You can enter multiple search strings.
4. Check a task in the panel to link it to the selected cost items.
5. Uncheck a task to unlink it. The cost distribution on the task updates automatically.

How to Link Tags to a Cost Item

1. Select one or more cost items by holding Ctrl and clicking each item.
2. Open the Cost details panel by double-clicking a cell in the Linked Tasks column, or by clicking the icon in the toolbar.
3. Add a new tag or select an existing tag from the tags panel. The tag is linked to all selected cost items.