View Costs

You use the View Costs action to see estimated and actual costs for a single work order, including costs for labor, material, tools, and services and all of its tasks. You can also view total costs for the current record and all the records below it in its hierarchy. (The term "work order" can refer to a work order, change, release, or activity record.)

The View Costs dialog box displays the following two tables:

Totals Table

Current Estimate

The calculated values in the Current Estimate column show current totals from the Labor, Materials, Standard Services and Tools subtabs of the Plans tab for the work order and all of its tasks. These calculated values are read-only.

Note: If you want to enter or display estimated labor, materials, services, or tools either for the main work order alone, or for each individual task, your system administrator can add Estimated Labor Hours, Estimated Labor Cost, Estimated Material Cost, Estimated Tool Cost, and Estimated Service Cost fields to the screens. If the work order's status allows work plan edits, you can edit these fields.

Estimate at Approval

The calculated values in the Estimate at Approval columns are set to zero until the work order is approved. When the work order is approved, the system copies values for these fields from the Current Estimate column and they become read-only. If you unapprove the work order, the system clears the fields.

Actual

The calculated values in the Actual column show totals from the Labor (approved labor only), Materials, and Tools subtabs of the Actuals tab. These fields are read-only. If you unapprove the work order, the system does not clear the fields.

View Hierarchy Grand Totals Table

This table shows the Current Estimate, Estimate at Approval and Actual hours and costs for a work order and all work orders below it in a hierarchy. For descriptions of each column, see Totals Table descriptions above.

To view costs:

  1. Display the record whose costs you want to view.

  2. From the Select Action menu, select View > Costs to open the View Costs dialog box.

  3. Click OK to close the dialog box.