Project Costs

Each improveit 360 Project can have cost records related to the expenses incurred for that project. Each Project Cost record can be used to indicate the Type of cost incurred and when it was incurred as well as details about the expense. 

Watch this short 3min video or follow along with the Article below:

From any Project, locate the Project Costs related list, click the arrow, then click New 

Note that certain fields are required in order to create a Project Cost record. The required Field are: 

• Project
• Type
• Amount

The Type field is used to denote what this Project Cost is for. 

If this record is Employee Labor, then you should also relate a Staff record to this Project Cost. 

In the example below, our Installation took place on 11/1/23 (we noted this data in the Incurred On field) however the employee will be paid during their normal payroll cycle on 11/3/23 (we will enter this date into the Paid On date field). In the Memo line we've indicated which Project this Labor cost was for and we noted the Payment Type as check. 

When finished, click Save.

Other examples of Project Cost Type(s) might be Materials, Incidentals, or Permits. The Project Cost Type field can be customized. See also: Working with Picklist Fields. 

Once Project Costs have been entered on a Project, you will see the Sum of all related Project Cost records in the Total Project Costs field, at the top of the Project page. You will also see related Project Cost records within the related list on the Project page. The total number of Project Cost records will be displayed here as well.