Distribute Costs to the Cost Worksheet

Contents

The following steps describe how to distribute contract costs to the Cost Worksheet. Follow the same procedure to distribute costs for any of the other documents.

To distribute costs:

1. Open the document window for which you want to distribute costs.
2. Click the Line Items tab.
3. Click either Add Lump Sum or Add Unit Price to open the corresponding Item dialog box.
   1. Enter the Lump Amount or the Unit Price and fill in all the other necessary information.
   2. In the Costing section:
      1. Click Add to open the Select Cost Code Dialog Box. Select a cost code to distribute to. You can add as many cost codes as necessary.
      2. Enter the amount to distribute in the Distributed field.
   3. Click Save and Close to distribute the costs to the Cost Worksheet.
4. Click Save on the document window.

From a contract or purchase order document window, values are distributed to either the Budget or Committed section of the Cost Worksheet. Using Project Settings, you can set Contract Management so that the entire amount of the item will be distributed to defined cost codes.

Since most Contract Management documents from which you can distribute costs relates to a specific contract or purchase order, you should always distribute contract costs first.