Adding Cost Tracking Content

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Viewing and Updating Global Information

The Global Information Bar of a Costsheet is displayed while viewing any section in the module. The edit capability for all other summary information is based on permissions and your local configuration.

Viewing Overview Details

The Overview Details section is the initial section that is displayed when clicking on a Costsheet.

When opening a Costsheet, sections automatically display only if they are enabled in Preferences. You can open disabled sections from the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

The enabled sections that automatically display when you initially select the Costsheet are in read-only mode. To edit a Costsheet’s information, open the section from the link or expanded folder.

1. In the Expanded Treeview of the Browse Panel, click on the Costsheet’s name or icon, or from the Navigation Icons Panel select the Overview - icon icon to open the Overview section.

Expanded Treeview of the Browse Panel

Tip: Additional sections can be enabled by default on the Costsheet Preferences page.

Viewing and Updating Details

View Details

The Details section records information about the details directly associated to the Costsheet. It will show previous details and is available to add or edit details.

1. 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.

2. The free-form rich text space is available for edit.

View Details

Tip: The name and shortcut keys appear in a pop-up box when hovering over tools.

Edit Details

1. Enter (or edit) details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

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

Viewing and Updating User

View a User

The User section records related users and information about related users who are associated with the Costsheet.

1. 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 a User

Filter Users

You can filter users based on full name and username

1. 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.

Filter Users

Viewing and Updating Expenses

View Expenses

The Expenses section provides the space to view expenses associated with the Costsheet that is being viewed.

1. 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.

View Expenses

Note: Selecting the Parent ID on any expense will take you to the associated module of the Parent Type and will display the Request in that module.

Viewing and Updating Tags

View Tags

The Tags section provides the space for associating tags directly to a Costsheet.

1. 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.

View Tags

Add Tags

1. To add a tag, click the plus button on the section title bar. This will link to a pop-up window where a tag can be added.

Add Tags

2. Complete the fields and select Add Tag when finished.

Delete Tags

1. To delete a tag, click the delete button, and the entry will be removed.

Filter Tags

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

1. 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.

Filter Tags

Viewing Tasks

Viewing Tasks

The Tasks section records information about the tasks directly associated to the Costsheet. It will show system generated tasks associated to the Costsheet.

1. 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.

Viewing Tasks

Add Tasks

1. To add a task, click the plus button on the section title bar. This will link to a pop-up window where a task can be added.

Add Tasks

Note: Required fields are outlined in red.

1. Complete the required fields and any additional fields and click Save Task when finished.

Edit Tasks

1. To edit a task, click the edit button, and you will be able to modify a previous entry.

Delete Tasks

1. To delete a task, click the delete button, and the entry will be removed.

Viewing and Updating Documents

Documents section

The Documents (or Attachments) section provides the space for associating documents (i.e. Receipts) to a Costsheet and individually managing each file.

1. 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.

Documents section

Note: For descriptions and instructions, refer to the Document Management section of this document.

Filter Documents

1. 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. Any document titles that don’t match what is being typed become grayed out.

Search Documents

1. To search documents, start typing in the search box. Once you have typed what you would like to search, press enter or click the search button.