Costs on tickets and work orders

You can view the estimated and actual costs for a single work order or ticket, including costs for labor, material, tools, and services. You can also view total costs for the current record and all the records below it in its hierarchy.

When you view the costs of a ticket or work order, the data is displayed in two tables:

  • The Totals table displays the costs for a single ticket or work order.
  • The View Hierarchy Grand Totals table displays the costs for the current ticket or work order and all records under its hierarchy.

Each table presents the same information, which is shown in the following table.

Column Explanation
Current Estimate Displays read-only calculated values for the current totals from the Labor, Materials, Standard Services, and Tools tabs of the Plans tab for the ticket or work order.
Estimate at Approval Is set to zero until the work order is approved, then the values are copied from the Current Estimate column and are read-only. If the work order status changes from approved to unapproved, then these fields are cleared. The estimated costs at approval are not affected by the change in status from in progress to completed or closed.
Actual Displays the read-only values from the Labor (for approved labor only), Materials, and Tools tabs of the Actuals tab. If the status of the record changes from approved, then these fields are not cleared.

Rolling up maintenance costs

After you close a work order that is associated with an asset, you can calculate your maintenance costs by rolling up costs that you incur for labor, materials, tools, and services to the top-level asset in the hierarchy that the asset belongs to.

Costs can be rolled up manually or automatically. By default, cost rollups are manual. If you want costs to be calculated and rolled up automatically when a work order is closed, you must set the mxe.workorder.rollupMaintenanceCosts system property to 1. After you configure the system property for automatic rollups, all subsequent costs that are associated with work orders are rolled up automatically. However, any unprocessed maintenance costs that existed before the configuration are not automatically rolled up. You must roll up any preexisting, unprocessed maintenance costs manually.

To calculate the maintenance cost of your assets, use the Roll Up Maintenance Costs action in the Assets application.

If you upgrade to Maximo® Manage 8.3, run the Asset Cost Rollup Report to roll up pending maintenance costs before the upgrade.