Budget Costs
Recording the incurred costs is one of the most important actions of managing a budget.
In Prestartr, you can record costs directly, through a selection menu or in bulk via import.
In the Job, click the See All link on the Budget, to access the Budget Dashboard.
From here, enter the dates for we can add our Direct Costs.
Add Costs
Costs are entered against the Job Budget.
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Before we get started…
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To create a Direct Cost, the Job requires a Budget.
If you need assistance with setting up a Job Budget, see our article Budget Basics for more details.
Once you have finalised your Budget, proceed to the Manual or Import tabs to continue learning how to add your direct costs.
Manual
From the Budget Dashboard, click the Add Cost button.
Set the Date, select the Sub-item (from your Budget), the Cost Type and Unit (From Cost Controls Catalogue), as well as the Quantity and Rate.
Click Create Job Cost to add the cost to the Budget.
Import
You can import your Direct Costs in bulk.
Click the Import button and select Import Direct Costs Sample.
This will download the import template. Update the template with your costs.
Use the Import Direct Costs prompt to upload your cost file.
The template has the following columns and requirements for upload.
| Column Name | Requirements |
|---|---|
| Date | Date format is: DD/MM/YYYY - 24/01/2025 |
| Sub-Item | Must match the Sub-Item from the budget. |
| Cost Type | Must match available Cost Types from Cost Controls Catalogue. |
| Contact | Must match available people from the People Module. |
| Plant | Must match an existing Plant from the Plant Module. |
| Service | Must match available Services from Cost Controls Catalogue. |
| Company | Must match available Company from Companies Module. |
| Resource | A free text field. |
| Unit | Must match available Unit from the Cost Controls Catalogue. |
| Quantity | Numerical value field. Supports two decimal places. |
| Rate | Numerical value field. Supports two decimal places. |