Expenses

Modified on Wed, 1 Apr at 8:02 PM

Expenses represent additional costs associated with the project that are not parts, labour, or sub-contracts. Examples include travel, accommodation, tooling, and consumables. Expenses can be added at the module level and station level.


Expenses Grid Columns

ColumnEditableRequiredDescription
DescriptionYesYesA description of the expense item.
Internal CostYesYesThe actual cost to the company (net cost). Must be 0 or greater. Visible with financial permissions.
External CostYesYesThe cost charged to the customer (gross cost). Visible with financial and profit permissions.
Include On ProposalYesNoWhen ticked, this expense is included in the proposal’s financial calculations. Untick to record an expense without affecting the totals.
Edited ByNoThe person who last modified this row.
Edited OnNoThe date and time of the last modification.


Summary Row

The grid footer shows totals for:

  • Total Internal Cost
  • Total External Cost

Adding Expenses

  1. Navigate to a module or station.
  2. Find the expenses grid (displayed within the module or station detail view).
  3. Click Add Row in the grid toolbar.
  4. Enter a Description for the expense.
  5. Enter the Internal Cost (your cost).
  6. Enter the External Cost (what the customer is charged).
  7. Tick Include On Proposal if this expense should be part of the proposal totals.
  8. Click Save to persist the changes.


Internal vs. External Costs

The two cost fields serve different purposes:

  • Internal Cost (Net Cost): The actual cost to your company. This feeds into the internal cost calculations and margin analysis.
  • External Cost (Gross Cost): The amount charged to the customer. The difference between external and internal represents profit on the expense.

Editing and Deleting Expenses

The expenses grid uses batch editing:

  • Click any editable cell to modify its value.
  • Delete rows by selecting them and pressing the delete key.
  • Click Save to confirm all changes, or Undo Changes to revert.

Expenses Summary Tab

The Expenses Summary tab at the proposal level provides a read-only aggregated view of all expenses across all modules and stations. The grid is grouped by module.


Summary Grid Columns

ColumnDescription
DescriptionThe expense description. The module name is shown as a group header row.
Module QuantityThe quantity of the parent module. The module quantity is factored into the totals.
Internal CostThe actual cost to the company per module quantity. The total internal cost is this value multiplied by the module quantity.
External CostThe cost charged to the customer per module quantity. The total external cost is this value multiplied by the module quantity.
Total InternalInternal Cost × Module Quantity.
Total ExternalExternal Cost × Module Quantity.
Include On ProposalIndicates whether this expense is included in the proposal’s financial calculations.


Use the Expand/Collapse All checkbox to toggle all groups. The filter row allows searching across all expenses.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article