Planned Cost Items
The records of the table contain information about the planned cost items of the budget for a specific service or contract. The Actual Cost Items related list is linked to the same budget and allows you to easily track important information.
Roles required:
- Create, edit – admin or budget_manager
- Read – admin, budget_manager, or budget_agent
No one can delete planned cost item records.
Create a planned cost item
To create a planned cost item record, follow these steps:
- Navigate to Budgets → Planned Cost Items.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Planned Cost Item form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the name of the planned cost item record. |
| Budget | Y | Specify the budget record which the planned cost item is created for. |
| Budget item | Y | Specify the budget item record which the planned cost item relates to. |
| Cost center | N | Specify the cost center that is related to the planned cost item record. |
| Cost type | Y | Select a cost type. Available options:
|
| Contract | N | Specify the contract based on which the payment is made. |
| Service | N | Specify the service which the cost item is planned for. |
| Amount | Y | Enter the planned cost amount. |
| Currency | Y | Select the currency that was used to specify the cost amount. |
| State | N | Select the record state. Available options:
|
| Fiscal period | Y | Specify the fiscal period for this cost item. |
The Activty Feed widget containing the History of the record updates is available on the form of a saved record.
Each planned cost item record receives a unique displayable name after saving the record. The name is generated according to the following template: PCIXXXXXXX Name. Example: PCI0000032 Expenses for replacement equipment.
Related Lists
Actual Cost Items – a list of actual cost items in the allocated budget.