Overview of Cost Tracking

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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 used to track individual expenses for an item(s). Each costsheet is associated to a Request.

Cost Tracking module

 

Note: When opening the Cost Tracking module, the first sheet on the list is selected. By default, the order of the list is oldest sheet to most recent.

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.

Treeview

ArkCase FOIA 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.

Treeview