To be able to add a new cost realization, you need to click on the “Import realizations” button in the bottom right corner.
Once you have clicked, a new table has been opened for adding a cost value for the specific type of costs that you defined through the imported price list.
In the beginning, the open table is empty and firstly you need to add the positions that have been arranged to the boards (location), through the created subset.
There are two ways to add a cost position in a table.
- Double click on the cells in the “Position ID” column and type the Cost ID that you defined throughout importing the price list. By filling out the Position ID column, the Position, Unit, and Price columns will be automatically filled out.
- Click “Apply all” in the top right corner and all positions that have been applied through the subset (purchase order) on this board will be shown in the table.
When positions have been added to the table, you need to insert a value of costs.
All tables have been divided by the columns:
- Planned cost– It presents the planned costs of the board for each position added to the board through the subset
- Ordered cost– It presents a value of the costs from the Purchase order
- Actual cost– It presents an actual cost, that occurred during the work to the location
To be able to fill out the values for some of these categories just double click on the cells and enter a value. Having on mind to choose a date for import of realization in the top right corner.
When all values have been inserted just click to “Add values” at the bottom of the right corner and all values will be added to the board.
The Cost Management section of a project is accessed by switching the view in the top right corner. A drop-down menu will open by clicking on the “Timeline” field. From the dropdown menu, you need to choose “Cost management”.
Once you’ve clicked on Cost Management, “Cost management” will open a new section.
The cost management module is divided into the columns:
- Planned cost– It presents the planned costs of the board for each position added to the board through the subset
- Ordered cost– It presents a value of the costs from the Purchase order
- Actual cost– It presents an actual cost, that occurred during the work to the location
Here you can track all costs added through the cost price list and arranged by the boards through the subset.
For a better overview of Cost Management, you can also switch a view between Project, Board, and Sub-set views by clicking on “Boards” in the top right corner.
To be able to add subsets, you first have to add a Cost price list to the project: How to add a cost pricelist to a Project?
The Subsets are presented positions from the Price list grouped (by Purchase order) to provide Project Managers a cost overview on specific boards.
They are created by first clicking on the “Creation” in the top right corner.
After you have clicked on “Creation” you need to click to “Create a subset”.
Once you have clicked the “create a subset” a new window has been opened, and now you need to create a Subset (Purchase order).
By filling out information about the Name of the subset (Purchase order) you are starting the creation of the subset.
When you have defined the name of the subset (Purchase order), you need to select a position for the defined subset. (Positions have been added through the Cost price list)
Once you have selected positions, a subset should be applied to some of the locations.
When you have defined a name of a subset, selected positions, and applied it to a specific location, you need to click to “Create a subset.
Once you have clicked to “Create a subset” a created subset will open, with all positions from the subset listed.
A Cost price list is added in the “Project Price List” section in the top right.
By clicking on the three dots in the top right corner, you need to choose “Import cost price list” from the drop-down menu.
Once you have clicked on the “Import cost price list”, it will open a table for the import price list.
The table is divided by the columns:
- Position ID– It presents Cost ID (position CODE)
- Position– It presents a Cost description per position
- Unit– It presents a Unit of issue for a specific position
- Price– It presents the unit price per position
By double-clicking on the cell, you can add some of the values for specific columns.
If you have a price list in the Excel file, you can just paste the values from the Excel file to this table in the Teodesk app.
The cost price list has to have defined a “Price per position”, otherwise you can not create a price list. If you miss filling a value to the cell, the cell for a price will be red.
When the costs have been added to the table you need to click “Create “ to be able to import the price list to the Project.
Once the Cost list is added, it will be listed in this section. To preview it, click once.
