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How to create a cost breakdown?

Posted on by 155

Been seeking in the documentation, but I can´t understand where and how I can add costs for each of my WBS (work breakdown structure)?

I can only find how to add costs on resources (people). Thankful for any guidance here!

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  • Suggested answer
    apa Profile Picture
    apa 8,280 on at
    RE: How to create a cost breakdown?

    Hi kranis. In PSA and ProjOps, pricing is primarily based on roles (and when using multidimensional pricing, other custom dimensions as well - this is deeper story though). Make sure you have the following created:

    - Bookable Resources

    - Roles

    - Cost and Sales Price Lists with prices for roles

    When you then add either generic or named resources on your project's tasks, the estimates grid will light up. It will look at your project's tasks, the resources on the task and the pricing you have on applicable price lists. Easiest way to get started with price lists is to look at Settings -> Parameters and open up you default Organizational Unit. Make sure that org unit has a cost price list and when you create Bookable Resources, assign them to that org unit. This is how you will get the cost side up and running. For sales prices you need a sales price list and an order (project contract).

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