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
| Column | Editable | Required | Description |
|---|---|---|---|
| Description | Yes | Yes | A description of the expense item. |
| Internal Cost | Yes | Yes | The actual cost to the company (net cost). Must be 0 or greater. Visible with financial permissions. |
| External Cost | Yes | Yes | The cost charged to the customer (gross cost). Visible with financial and profit permissions. |
| Include On Proposal | Yes | No | When ticked, this expense is included in the proposal’s financial calculations. Untick to record an expense without affecting the totals. |
| Edited By | No | — | The person who last modified this row. |
| Edited On | No | — | The date and time of the last modification. |
Summary Row
The grid footer shows totals for:
- Total Internal Cost
- Total External Cost
Adding Expenses
- Navigate to a module or station.
- Find the expenses grid (displayed within the module or station detail view).
- Click Add Row in the grid toolbar.
- Enter a Description for the expense.
- Enter the Internal Cost (your cost).
- Enter the External Cost (what the customer is charged).
- Tick Include On Proposal if this expense should be part of the proposal totals.
- 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
| Column | Description |
|---|---|
| Description | The expense description. The module name is shown as a group header row. |
| Module Quantity | The quantity of the parent module. The module quantity is factored into the totals. |
| Internal Cost | The actual cost to the company per module quantity. The total internal cost is this value multiplied by the module quantity. |
| External Cost | The cost charged to the customer per module quantity. The total external cost is this value multiplied by the module quantity. |
| Total Internal | Internal Cost × Module Quantity. |
| Total External | External Cost × Module Quantity. |
| Include On Proposal | Indicates 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.
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