The following fields and buttons appear on the grid that displays when you select the menu option.

A red dot indicates a required field or selection.

Add Cost Activity

Click the button to add a new cost activity.  Refer to instructions later in this topic for information on how to add a cost activity.

Grid

Note

Both Phase and Cost cannot be blank.

Phase

The user-defined phase identification for this Cost Activity, which appears on lists and in reports. Click this column title to sort the list or click the Filter button to filter the grid by this column.

Cost

The user-defined cost identification for this cost activity, which appears on lists and in reports. Click this column title to sort the list or click the Filter button to filter the grid by this column.

Description

The description of the cost activity that appears on lists and in reports. Click the column title to sort the list or click the Filter button to filter the grid by this column.

Note

If you enter Labor into the Description field, you must enter Hours for UOM and Fixed for Type of Unit. Then you may select a Workers Compensation code from the Workers Comp drop-down.

UOM

The unit of measure for the cost activity that appears on lists and in reports. For example, if you entered Cement Block in the Description, then you might enter Each or EA for UOM. Click the column title to sort the list or click the Filter button to filter the grid by this column.

NOTE: If you enter Labor in the Description field, then enter Hours for UOM.

Type of Unit

The type of unit of measure associated with the UOM specified for this cost activity. Options include Fixed or Variable. Click the column title to sort the list or click the Filter button to filter the grid by this column.

NOTE: If your UOM is Hours, then enter Fixed.

Workers Comp

The Workers Compensation code that appears on lists and in reports. Click the drop-down box to select a code from the list. You can only select a code if Description is Labor. Refer above to the Description field for more information. Click the column title to sort the list or click the Filter button to filter the grid by this column.

NOTE: Description must be Labor and UOM must be Hours in order to select a Workers Compensation code. This is an optional field.

Delete  

Use the Delete button to delete a Cost Activity Description.

1. Select Setup—Common—Cost Activity Descriptions and then click Add Cost Activity. The cursor appears in the first cell automatically.
2. Complete the fields on a line to set up a cost activity. Use the Grid Fieldslist earlier in this topic to help you.
   
   When you click in a field you can type your entry or make a selection from the drop-down box, if one appears. You can also tab between fields.
3. When done with entering a cost activity line you can click Add Cost Activity and then add another cost activity, if desired.
4. When finished adding cost activity, click Save.

1. Access the Cost Activity Descriptions grid by selecting Setup—Common—Cost Activities Descriptions.
2. Use Filter buttons in the grid header to locate the cost activity you want to edit, if necessary.
3. Click in the field you want to edit and then make changes. Refer to the Grid Fields list earlier in this topic for help.
4. Click Save.

1. Access the Cost Activity Descriptions grid by selecting Setup—Common—Cost Activity Descriptions.
2. Use Filter buttons in the grid header to locate the cost activity you want to edit, if necessary.
3. Click the Delete button in the Delete column. The cost activity is deleted immediately from the grid.
4. Click Save to save the deletion.

Permissions must be set in the System module to access the Cost Activity Description menu item.

Permissions for Cost Activity Descriptions

System module—Security—Users—Job Cost—Setup—Common—Cost Activity Descriptions