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Manually specifying tasks costs

How to add a manual cost to a task

The tasks tab or list

Start on the tasks tab or full list.
Click the goto button for the task you want to manually at a costing for.

The task record

On the task record select the options tab and the option 1 costs & duration sub-tab (these are usually pre-selected by default).

The option 1 costs sub tab

On this tab, enter:

  1. the quantity or area
  2. the unit of measurement for the quantity or area
  3. the cost
  4. set the standard repeat interval for repeating tasks
  5. set the time required (optional)
  6. optionally set the manner in which you prefer the repeat interval to be calculated for this specific task (leaving this empty results in the task being repeated according to your standard preferences. This setting allows you to specify that particular tasks are repeated in a different manner to the standard).

NOTE: You can force a re-lookup of the relevant quantity/area and the unit of measure from the linked resource/object by clicking the re-lookup quantity button (1)

Manual rate confirmation

When you manually enter a task cost, you will see this dialog.
Click Yes to proceed.

Rate adjusted

The rate (1) for the task will be adjusted, the rate type will be set to 'manual entry' (2) and the date and time when it was updated (3) will be set.
The source field (4) will show the user name of the current user