Add Cost Tracking Content

Home » Support Library » User Guides » User Guide - FOIA Product » Add Cost Tracking Content

A Costsheet includes the following elements:

View and Update Details

View Details

In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the i -icon icon to open the Details section. The free-form rich text space is available for edit.

Tip: Hover over the icons to view their function.

Edit Details

1. Enter (or edit) details in the text space. The section provides tools to format text, add hyperlinks, and attach files.

2. When the entry is complete, click Save (disk icon) disk icon -black.

View User

In the Expanded Treeview of the Browse Panel, click on the User section title or icon, or from the Navigation Icons Panel select the Add Existing Members -icon icon to open the User section.

View Expenses

In the Expanded Treeview of the Browse Panel, click on the Expenses section title or icon, or from the Navigation Icons Panel select the Expenses-icon icon to open the Expenses section.

Note: Selecting the Parent ID on any expense will take you to the associated module of the Parent Type, for example a Request.

View and Update Tags

View Tags

The Tags section lets you associate tags with a costsheet.

In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the tags icon icon to open the Tags section.

Add Tags

1. To add a tag, click the plus button on the section title bar. The tag search window opens.

2. Complete the fields and select Add Tag.

Delete Tags

To delete a tag, click the delete button.

Filter Tags

You can filter tags based on the tag, the date created, or the user who created it.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View Tasks

The Tasks section displays ad hoc and system generated tasks associated with the Costsheet.

In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the check -icon blue icon to open the Tasks section.

Add Tasks

1. To add a task, click the plus button on the section title bar. The New Task window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Task.

Edit Tasks

To edit a task, click the edit button.

Delete Tasks

To delete a task, click the delete button.

View and Update Documents

Documents section

In the Expanded Treeview of the Browse Panel, click on the Documents section title or icon, or from the Navigation Icons Panel select the Document - icon icon to open the Documents section.

Note: For more information on document management see Requests/Documents.

Filter Documents

To filter documents, start typing in the filter box. As you type, attachment titles that matches to what you are typing will be displayed in bold.

Search Documents

To search documents, start typing in the search box then press enter or click the search button.