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How to

Step-by-step guides for common tasks.

11 articles
Create several expense items at onceBulk-create expense items in Setup and Operation from the production code list, with the budget fetched automatically from the estimate.
Can I enter named people on a payroll item in Setup and Operation?Yes. Open the expense item, choose the type Staffing plan and save. Then add each resource with name and employment percentage in the Resources tab.
How do I handle payroll that is posted the month after in Setup and Operation?Accrue the payroll in the month it is posted, and add one extra month at the end. Otherwise the final forecast is missing about one month's payroll.
How do I group Setup and Operation by production code?Click the three dots on the Production Code column header and choose to group by the column. Use the arrow on the left to open and close the groups.
The project is delayed. How do I move the accrual in Setup and Operation?First distribute the deviation from the months that have passed. Then open each expense item and accrue again according to the new progress.
How do I paste accruals from Excel?Copy monthly amounts straight from an Excel sheet into the accruals on an expense item, without typing them in again.
How do I link a Change Order Client to Setup and Operation?Carry the cost on the Change Order Client forward to the right expense item in Setup and Operation and distribute the amount. This gives a revised budget on the expense…
How do I handle the deviation after completing a month in Setup and Operation?Move the deviation to the next open month, evenly or proportionally over the remaining months, or offset it via the warning icon. Save to get a new forecast.
How do I remove a production code I have created an expense item from?How to delete an accrued cost.
Which period should I choose for Setup and Operation?Start the period when the first costs arrive, and end it a couple of months after planned completion, so final invoices and late costs are included.
Which settings should I choose in Setup and Operation?Always turn on «Forecast goes to the project forecast», calculate the final forecast from posted values for closed months plus accrued figures ahead, and consider «Unique production code for each…