Adding a Cost to a Job Template

Before you begin

Before you can add a cost to a job template, the cost must exist in the Cost Admin database (Business > Settings > Costs).

Adding a cost

To add a cost to a job template:

1. In the Business menu, select Settings > Job Settings > Job Template tab.
2. Drill down on the name of the template that you wish to add the cost to.
3. On the Edit Job Template screen, select New Cost.

4. On the New Job Template Cost screen, provide the following information, as required.

   Field	Description
   Cost Information
   Cost	The cost item to be added to the job template. Select an item from the drop-down list.
   Quantity	The number of items to include in the job template.
   Folder	Use the folder field to group all related costs together. Type a folder name, as required.
   Billable	Indicates if the cost is to be included in billable work. Select the checkbox if the cost is to be billed to the client. More... For example, you may have set up a non-billable 'Admin' cost to capture time spent on administration work that cannot be billed to the client. By setting up the cost as non-billable, you can still include the cost to capture true costs for project management or payroll purposes.

5. Save your changes.

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