Cost Estimates - Non Inventory, Inventory Estimate and Field Distributions of Inventory
  • 23 Feb 2024
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Cost Estimates - Non Inventory, Inventory Estimate and Field Distributions of Inventory

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Article summary

Overview

The system is designed around the concept of Synchronized Cost and Date Estimates.

The Costs of the Project are applied at the Task level. The schedule of the Project is also applied at the Task level. The tying together of Projects Costs and Project Schedules results in a completely synchronized Project management system. When the schedule moves, the Project Cost estimates move with it.

Costs are only applied at the Task level and can only be applied to a Standalone Task, or a Child Task. No work is done at the Parent Task level.

Adding a Non Inventory Cost Estimate.

Step 1, open the SITES tab (1) and edit the Site to be adjusted (2).

Est 1.png

Step 2, Click on edit and open the Task form (1).

NI CE 1 24.png

Step 3, Click on the greem Adjust Cost Estimate button (1) .

NI CE 2 24.png

Step 4, Adjust the Cost Estimate (1), Add Notes if necessay (2). Save & Close.

NI CE 3 24.png

Adding an Inventroy Cost Estimate.

Step 1, open the SITES tab (1) and edit the Site to be adjusted (2).

Est 1.png

Step 2, Edit the Filed Distribution Task (1) and Click the green Adjust Cost Estimate button (2).

I CR 1 24.png{height="" width=""}
#### Step 3, Click the green Add Inventory Material button (1).
I CE 3 24.png

Step 4, Fill in the Inventory Item from the dropdown (1). The Quantity (2), and the Unit Cost (3). Save & Close (4).

I CE 4 24.png

Field Distribution of Inventory

Step 1, open the SITES tab (1) and edit the Site to be adjusted (2).

Est 1.png

Step 2, Click on the Field Distribute Inventory green button (1).

FD 1 24.png

Step 3, Choose the Field Distribution Task (1), Click on the Complete Receipt green button (2).

FD 2 24.png

Step 4, Choose the Item to be distributed (1), put in the Quantity (2), Save & Close.

fd 3 24.png

Remember, all of this information can be added or changed at any time.


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