Actual Cost Items
The records of the table contain information about the actual cost items of the budget for a specific service or contract.
tip
Roles required:
- Create, edit – admin or finance_manager
- Read – admin, finance_manager, or finance_agent
No one can delete actual cost item records.
Create an actual cost item
To create an actual cost item record, follow these steps:
- Navigate to the Budgets → Actual Cost Items.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Actual Cost Item form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the name of the actual cost item record. |
| Amount | Y | Enter the actual cost amount. |
| Currency | Y | Select the currency that was used to specify the cost amount. |
| Budget | Y | Specify the budget record which the cost item is created for. |
| Budget item | Y | Specify the budget item record which the actual cost item is related to. |
| Cost center | N | Specify the cost center which the cost item record is created for. |
| Planned cost item | N | Specify the planned cost item which the record is related to. |
| Cost type | Y | Select a cost type. Available options:
|
| Contract | N | Specify the contract based on which the payment is made. |
| Task | N | Specify the task which this cost item is related to. |
| Purchase request | N | Specify the related purchase request. |
| Configuration item | N | Specify the configuration item related to the current cost item. |
| State | N | Select the record state. Available options:
|
| Date | Y | Specify the date of the payment made. |
| Fiscal period | Y | Specify the fiscal period for the cost item. |
The Activty Feed widget containing the History of the record updates is available on the form of a saved record.
note
Each actual cost item record receives a unique displayable name after saving the record. The name is generated according to the following template: ACIXXXXXXX Name. Example: ACI0000032 Expenses for replacement equipment.