Introduction

The Modules tab is the core area for structuring the costing. The proposal structure is a hierarchical arrangement of modules and stations within the proposal. You start with the root of the proposal, which does not yet contain any modules or stations. From here, you can break the proposal down into smaller parts using modules, stations, and sub-stations. These are the default names, but your organisation may use different terminology.

This structure is used to design the layout of the project and track costs through parts, labour, sub-contracts, and any additional expenses required to complete the work. This information is collated and used to generate the financial breakdown of the entire proposal, visible in the summary badge in the top right-hand corner of the proposal page.

The hierarchy has three levels:

1. Proposal Level (top level) — The overall project. Labour, sub-contracts, and expenses can be applied here.
2. Module Level (main assembly) — Major sections or assemblies used to group stations. Labour, sub-contracts, and expenses can be applied here.
3. Station Level (sub-assembly) — Individual components or work areas. Each station represents a section of the project. This is the only level where parts/materials can be added. Labour, sub-contracts, and expenses can also be applied here.

Important: Parts and materials can only be added at the station level. If you need to cost materials for a module, you must first create a station within that module.

Modules Overview Page

When you first click the Modules tab, you see the overview page showing all modules and proposal-level stations as card widgets. Each card displays key information at a glance.

Action Buttons

At the top of the page (with edit permission), you have three buttons:

• Add Module — Create a new module or copy one from another proposal.
• Add Station — Create a proposal-level station (not inside any module) or copy one from another proposal.
• Add Product — Add products from the product catalogue directly to proposal-level stations.

Module Cards

Each module is displayed as a card widget with the following information and controls:

Element	Description
Image	A thumbnail image of the module (if uploaded). Shows a gear icon if no image is set. Hover over the image to see a larger preview.
Title & Description	The module name and a brief description. Click the title to navigate into the module.
Quantity Controls	Plus (+) and minus (-) buttons to adjust the module quantity. Useful when the machine contains multiple identical modules. If there are multiple identical modules in the proposal, increment the quantity instead of creating a separate duplicate. All costs are multiplied by the quantity.
Print Description Toggle	A switch to include or exclude this module’s description in printed reports.
Station Count	Shows how many stations are contained within this module (e.g., "Contains 5 Stations").
Financial Summary	An expandable section showing cost breakdowns. The bottom of each card displays the total external cost, total internal cost, and profit margin. The figure in parentheses is the cost multiplied by the quantity. Click the arrow on the right to expand a detailed breakdown. When expanded, a detailed breakdown is displayed: Shows: Total module cost (external and internal) Parts breakdown with margin % Labour breakdown with margin % Sub-Contracts breakdown with margin % Expenses breakdown with margin % If the module quantity is greater than 1, both single-unit and total costs are shown.
Action Icons	Edit (pencil icon) — Open a dialog to change the module title, description, and quantity. Copy (copy icon) — Create a duplicate of this module with all its stations and data. The only value not copied is the Quantity, which is always set to 1. Delete (trash icon) — Remove the module and all its contents. Requires confirmation.

Station Cards (Proposal Level)

Proposal-level stations appear below the module cards. They have the same layout as module cards but with additional actions:

• Move — Move this station into a module or to the root of the proposal.
  
• Copy and Move — Copy this station and select the location to which the copy should be added.
  

Drag and Drop Reordering

Both module and station cards can be reordered by dragging and dropping. Click and hold the drag handle icon, then drag the card to a new position. The display order is saved automatically.

Adding a Module

Click the Add Module button at the top of the Modules tab.

A dialog appears with the following form. The Add Station form is identical.

Form Fields

Option 1: Create New Module

1. Select the Create New option.
2. Enter a Title (required, max 100 characters).
3. Enter a Description (optional, max 150 characters).
4. Set the Quantity (defaults to 1).
5. Click Save.

Option 2: Copy from Another Proposal

1. Select the Copy from Existing option.
2. Use the Proposal dropdown to search for and select the source proposal.
3. Use the Module dropdown to select which module to copy.
4. Click Copy Module.

When copying a module, all its stations, parts, labour processes, sub-contracts, and expenses are duplicated into your current proposal.

Adding a Station

Stations can be added at the proposal level or within a module. Click the Add Station button. The dialog works similarly to Add Module:

Option 1: Create New Station

1. Enter a Title (required, max 100 characters).
2. Enter a Description (optional, max 150 characters).
3. Set the Quantity (defaults to 1).
4. Click Save.

Option 2: Copy from Another Proposal

1. Select the source Proposal from the searchable dropdown.
2. Select the Station to copy. The dropdown shows station titles along with their parent module name.
3. Click Copy Station.

Module Detail View

Click on a module card to navigate into the module detail view. This page is divided into sections:

Module Detail Form

The top of the page shows an editable form with:

Financial Breakdown Panel

On the right side, a financial breakdown panel shows the same cost information as the card widget, but in a list format with progress bars indicating the proportional costs of each category.

Stations Within This Module

Below the detail form, the module’s stations are displayed as card widgets (identical to the overview page). You can:

• Add Station — Add a new station to this module.
• Add Product — Add products from the catalogue to stations in this module.
• Click a station card to navigate into the station detail view.

Module-Level Grids

The module detail view also includes grids for:

• Labour / Processes — Labour hours allocated at the module level (see Labour & Processes).
• Sub-Contracts — Sub-contracted work at the module level (see Sub-Contracts).
• Expenses — Expenses at the module level (see Expenses).

Station Detail View

Click on a station card to navigate into the station detail view. This is the most detailed level of the costing and is where materials are added.

Station Detail Form

The top of the page shows an editable form similar to the module detail:

Station-Level Grids

Below the station detail form, four data grids are displayed:

1. Parts / Materials — Add and manage materials for this station (see Parts & Materials).
2. Labour / Processes — Labour hours allocated to this station (see Labour & Processes).
3. Sub-Contracts — Sub-contracted work for this station (see Sub-Contracts).

Managing Modules

Editing a Module

1. Click the Edit (pencil) icon on the module card.
2. In the dialog, modify the Title, Description, or Quantity.
3. Click Save to apply changes.

Copying a Module

1. Click the Copy icon on the module card.
2. In the dialog, enter a new Title and optionally a Description for the copy.
3. Click Copy. A duplicate module with all its stations and data will be created.

Deleting a Module

1. Click the Delete (trash) icon on the module card.
2. Confirm the deletion in the dialog.

Warning: Deleting a module permanently removes it and all its stations, parts, labour, sub-contracts, and expenses. This action cannot be undone.

Managing Stations

Editing a Station

1. Click the Edit (pencil) icon on the station card.
2. Modify the Title, Description, or Quantity.
3. Click Save.

Moving a Station

Stations can be moved from one module to another (or to/from the proposal level):

1. Click the Move icon on the station card.
2. In the dialog, select the destination module.
3. Click Move. The station and all its data will be relocated.

Copying a Station

1. Click the Copy icon on the station card.
2. Enter a new Title and Description for the copy.
3. Click Copy.

Copy and Move a Station

1. Click the Copy and Move icon on the station card.
2. Select the destination module and enter a new Title and Description.
3. Click Copy. A duplicate station will be created in the selected module.

Deleting a Station

1. Click the Delete (trash) icon on the station card.
2. Confirm the deletion.

Warning: Deleting a station permanently removes all its parts, labour, sub-contracts, and associated data.

Images

Both modules and stations support image uploads. Images appear as thumbnails on the card widgets and in the detail views. The image area on each card is a circular space allocated for the module or station image.

To Upload an Image

1. Click the + button on the image area.
2. Select an image file from your computer (any common image format is accepted).
3. The image will be uploaded and displayed as a thumbnail.

To Remove an Image

1. Click the x button on the image area.
2. The image will be removed.

Hover over any image thumbnail to see a larger preview in a popover.

Navigating the Structure

Use the breadcrumb navigation at the top of the Modules tab to move between levels:

• Click the top-level breadcrumb to return to the modules overview.
• Click a module breadcrumb to return to the module detail view.
• The current location is always shown as the last (non-clickable) breadcrumb item.

You can also use the Overview panel on the right side of the screen to click directly to any module or station in the hierarchy.