How to create Cost Items Assignments

Warning

Only Cost Items that are part of the Project Team can be assigned to tasks.

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Gantt tab.

  3. Select a project in the Project Data Selector.

  4. Select a task in the Gantt spreadsheet to display the Task panel.

  5. Select the Transactions & Cost Items tab (Cost).

  6. Click on the NEW button to open the Assign Cost Items dialog box.

  7. Select a Cost Item in the Cost Items list by clicking on it.

  8. In the Cost Item card, modify the Rate (PrinceTagGrey) and the Total Units (ganttSidePanel_icons_tabs_panels_daterange22_md.png) if needed.

  9. Click on the DONE button to close the dialog box.

  10. The Cost Item has been added to the Task panel.