# 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**.