Project Costing

Module Guide: Project Costing

Module Location

Project > Project Costing

Module Objective

The Project Costing module is used to create the master document for a project that is to be executed. Unlike Project Design which is conceptual, this module is more execution-oriented, where you associate the project with a customer, a project manager, and a start date. This is the step to formalize a project and prepare it for cost and progress tracking.

1. Main View (Project List)

The main page of this module displays a list of all project costing documents that have been created.

View Explanation

• View: This page is a list of all projects that have been formalized. You can see the Project Costing No., Customer Name, Project Manager, and Start Date.

• Action Buttons:

  • [New]: The primary button to create a new Project Costing document.

2. Steps to Start a Project

Step 1: Create a New Document

From the Main View, click the [New] button to open the Add Project Costing form.

Step 2: Fill in Project Information

On the form that appears, fill in the main project information:

• Take From: Select Project Design and choose the previously created Design Code. This will pull the basic data from that design.

• Customer: Select the customer related to this project.

• Start Date: Define the project's start date.

• Project Manager: Assign the person who will be responsible as the project manager.

Step 3: Continue to the Detail Stage

After all the basic information is filled in, click the [Next >>] button to continue to the next screen where you can start detailing the cost budget, schedule, and resources for this project.

Tips & Important Notes

• This module is the bridge between the planning stage (Project Design) and the project execution stage.

• By filling in the data here, the project becomes "active" and is ready to receive cost charges and progress tracking.

• This is an important module for Project Managers and Project Administration.