Cost Item

What are Cost Items?

A Cost Item is an individual element that describes an estimated cost to the project. Cost items are categorised within the application as either: Project Team, Capital Expenditure, External Consultancy and General Expenses.

Cost Item Properties

Name Description Possible Values
ID Unique Cost Item reference number. Number - Generated by the application.
Description Full description of the Cost Item. Text.
Item Quantity Amount required. Number. (0 - 1000000000.00)
Unit Cost Cost of individual item. Currency. (£0 - £1000000000.00)
Cost Frequency Amount of times the Cost is to occur during the Project's life. Number. (0 - 1000000000.00)
Total Cost Total calculated from above 3 values. Number - Generated by the application.

Locating Cost Items

Cost Items can be located in the following Documents:

Document Can Manage
Business Case

Managing

Creating a new Cost Item

Clicking on the New button will display a context menu with an option to create a new Project Team, Consultancy, Capital Expenditure or General Expenses Cost Item. Selecting an option will display a child window so a new Cost Item can be recorded.

Once the Description is set the new Cost Item can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Cost Item can be successfully saved.

Upon successful completion of creating a new Cost Item the child window will close, a success message will display at the bottom of the application and the newly created Cost Item will be selected in the DataGrid.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Cost Item

Selecting a Cost Item and clicking on the Edit button will display a child window so the Cost Item can be edited. Alternatively the row can be double-clicked to perform the same action.

Once all necessary changes have been made the Cost Item can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the Cost Item can be successfully saved.

Upon successful completion of the editing process the child window will close and a success message will display at the bottom of the application.

If the Cancel button is clicked, the child window will close and any changes will be cancelled.

Removing a Cost Item

Selecting the Cost Item to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Cost Item will not be removed. If Yes is clicked the selected Cost Item will be removed and a successful removal message will be displayed at the bottom of the application.

If the last Cost Item on a page is removed the DataGrid will navigate to the previous page upon successful removal.

Importing Cost Items

The Business Case has the ability to import Cost Items from other Projects via the Import feature of the Document.

Clicking the Import button will display the Import Document child window.

In order to view and import Cost Items from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any other Projects in the application.

From the import button there are two options for importing Cost Items within the Business Case:

Import Current Tab - Imports all data on the currently selected tab. If the intention is to import Cost Items, the selected tab must be the Costs tab.

Import All - Imports all Document data, including any Cost Items identified on the Costs tab.

Upon successful import the Import Document child window will close, a success message will be displayed at the bottom of the application and the last of the newly imported Cost Items will be selected.