Overview of Cost Tracking

Home » Support Library » User Guides » User Guide - Base Product » Overview of Cost Tracking

The Cost Tracking Page

The Cost Tracking module stores all your Costsheets. Each costsheet you create is listed in the Browse Panel of the page. Costsheet are associated to charge codes, an individual sheet tracks expenses for an item, such as each complaint or a case.

Cost Tracking

Note: When opening the Cost Tracking module, the first sheet on the list is selected. The page displays all sections that you enabled on the Preferences page.  By default, the order of the list is oldest sheet to most recent.

Cost Tracking Display

When opening an Costsheet, sections automatically display only if they are enabled in Cost Tracking preferences. You can open disabled organization sections from the links in the Navigation Icons Panel or the Expanded Treeview view in the Browse Panel.

Note: The enabled sections that automatically display when you initially select a costsheet are in read-only mode.

 Summary Panel

A summary (metadata) of the selected Costsheet appears as the first section of the detail.

Summary Panel

Note: The summary gives a top-level overview of the Costsheet. The system assigns some information automatically depending on your local configuration.

Costsheet Actions

The actions you can take on an Costsheet depend on your local configuration and permissions. For example, a read-only permission may apply to Costsheet to which you are not the associated.

Costsheet Actions

Use the Action Panel to:

  • Create a New Costsheet
  • Edit a Costsheet
  • Refresh the Cost Tracking page.

Cost Tracking Navigation Icons Panel

If the panel view is expanded, each section can be opened by clicking the associated link.

Cost Tracking Navigation Icons Panel

Note: The name of the section appears when hovering over each icon.

By default, the panel view is enabled.  To change the default, open the Preferences page.

Browse Panel

ArkCase displays a list of all Costsheets that you are authorized to view or act on. The default order of the list is alphabetical based off the Costsheets’ name. The Browse Panel makes available several ways to find and view Costsheets.

Browse Panel