View costs
The View Costs dialog box lists all costs for a ticket, its activities, and activity children. The word "ticket" is a generic term for service requests, Incidents, and problems.
The system displays costs for labor, material, tools, services, and totals. It also displays labor hours for the ticket , its activities, and its activity hierarchy. You can access the View Costs dialog box from any tab in the following applications: Service Requests, Incidents, and Problems. You might need security authorization to view costs.
To view costs:
- Select the View Costs action from the More Actions list.
- The system opens the View Costs dialog box to display the read-only Totals table window and Hierarchy Grand Totals table window.
- After viewing the information, click OK to close the dialog box.
Totals Table
- Current Estimate
- The Current Estimate column shows current totals for planned labor, labor hours, materials, tools and services on the activities.
- Estimate at Approval
- The Estimate at Approval column is set to zero until the activity work order(s) reach approval status. Upon approval, the system copies values from the Current Estimate column to the Estimate at Approval column and they become read-only. If you unapprove the activity work order(s), the system clears the fields.
- Actual
- The Actual column shows totals for actual labor and labor hours on the ticket, and actual labor, labor hours, materials, services, and tools on the ticket's activities. If you unapprove the activities, the system does not clear the fields.
Hierarchy Grand Totals Table
In the Hierarchy Grand Totals table, you see the current estimate, estimate at approval, and actual hours and costs for the current record, its activities, tasks of the activities, and all child work orders. See the previous section for explanations of the column headings.