Add a cost to a job template – WorkflowMax

Before you begin

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

To add a cost to a job template:

If necessary, open a job template to add the phase to.
1. On the toolbar click the Settings icon.
2. On the General Settings tab, make sure that the Job Settings section is selected.
3. On the Job Settings screen, make sure that the Job Template tile is selected
4. Drill down on the name of the job template you wish to edit.
On the Edit Job Template screen, click + Add Cost.
In the Add New Job Template Phase dialog, fill in the information about the cost. For more information about each of the fields, see the Data fields reference section below.
Click Add to save your changes.

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.
Phase	Use the phasePhases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to organise your jobs into smaller, more manageable parts. Select a phase 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.