Managing Costs with the Order log
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Note: Where you can enter which costs depends on your configuration.
You can use the Order Administration (or Order Log) to enter orders on your project. You can use order to plan costs and enter commitments and actuals. Orders have a financial category and can be linked to plan items.
Create and Manage Orders
Step 1. Navigate to your project, to the tab Dashboard, to the section Logs and click Orders, the Order Log appears.
Step 2. Click to create a new order, a row appears in the Order Log.
Step 3. Enter a description, an owner, a financial category and a plan-item, click Save.
The Order Log
Step 4. To enter further details, click on the Description, a dialogue box appears:
The Order dialogue
Step 5. Click to edit the order: enter costs or edit other information. Costs are entered in a pop-up so you can enter amounts on different book dates:
Entering Costs on an Order
Note: Make sure you enter a book date, otherwise the costs will not show in the Financial Grid.