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Cost Types (Admin)

Cost Types (Admin)


A Cost Type is a way to categorize costs. It is used to categorize Task Definitions used in Task Workflows.

  • Is optional if your company is not using Task Workflows (Kanban)
  • examples might include Office Labor, Shop Labor, Field Labor, Contractor Labor

Configuration

To create a new cost type:

  1. Go to Admin > Cost Types

  2. Click the + New Cost Type The grid will become editable.

  3. Click in the name field, enter a name, and click the check button to save or x to cancel. Repeat for the Code field (optional).
  4. Select the Color of the cost type (optional)
  5. Enter the Hourly Rate for the cost type (optional)




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