How to review the Project Costs

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Finance tab.

  4. Click on the DETAILS button available in the Costs tile to open the Dashboards view.

  5. Select the Costs tab which provides a different display depending on whether or not the Cost Centers (CostGrey) display option is activated.

    1. Cost Centers Off – The spreadsheet will provide a view whereby the user can easily compare the Budget with the Project Cost and the Forecast Cost.

      Note

      Project Cost = Resource Assignments Cost + Cost Item Assignments Cost + Cost Transactions

      For further information, please refer to the Resources Scheduling, Cost Items, and Cost Transactions topics.

      Project Forecast Cost = Labor Forecast + Cost Item Forecast + Transaction Forecast

      For further information, please refer to the Forecast topic.

    2. Cost Centers On – The spreadsheet will be broken down by Cost Centers.

  6. Select the Budget tab to review at a glance the potential shifts between the project's Budget and Cost values.