Viewing estimated costs for task plans

View the estimated costs for a task plan, including the estimated costs of all jobs or a single job on the task plan.

The following cost categories are estimated based on the information provided: internal labor, external labor, stock items, direct purchases, and tools. The total cost is then calculated.

To view estimated costs for task plans:

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to view estimated costs, and then click the Estimated Costs tab.
  3. Optionally, select the specific job for which to view the estimated costs for the task plan.
    Note: If Job is set to Show All Records the cost for the task plan is displayed including all associated jobs.
  4. Specify this information:
    Organization
    Specify the organization of the task plan. The organization of the selected task plan is defaulted if it is a specific organization.
    Department
    Specify the department of the task plan.
    Store
    Specify the store of the task plan to calculate estimated costs per store.
    Note: This field is hidden unless PRICELEV is set to S for store level. If PRICELEV is set to P, prices are retrieved from the Prices tab for the part of the selected organization.
    Supplier
    Specify the supplier of the task plan to calculate estimated costs per supplier. The preferred supplier of the selected task plan is defaulted.
  5. View the estimated costs.
Parent topic: Defining task plan information