Adding or Modifying Cost Types

Use the PJC Cost Types screen to define additional classifications for reporting cost transactions.

Cost types let you refine your cost reporting beyond the fixed set of cost classes that comes with the program. Because they identify the type of resource for each cost type, cost classes are the most basic cost classification in Project and Job Costing. They help to define the character of each cost category and, therefore, of all cost transactions associated with the categories.

You should set up at least one cost type for each cost class.

For more information about cost types and how they are used in the program, see About Planning a Cost Classification System.

To add a new cost type:

  1. Open Project and Job Costing > PJC Setup > Cost Types.
  2. In the Cost Type Code field, enter a unique code to identify the cost type, using up to 10 alphanumeric characters.
  3. Enter other information for the cost type.
  4. Click Add.

To edit a cost type:

  1. Open Project and Job Costing > PJC Setup > Cost Types.
  2. Select the cost type you want to change.
  3. Make your changes.
  4. Click Save.

To delete a cost type:

  1. Open Project and Job Costing > PJC Setup > Cost Types.
  2. Select the cost type you want to delete.

    Note: You cannot delete a cost type that is used in any category records. You must first assign different cost types to the categories.

  3. Click Delete.