Adding Cost Items

A cost item is used to track and manage specific project expenses within a template. It allows users to input, calculate, and report on the costs associated with tasks, materials, labor, or any other project-related charges. Users can choose to include a second cost item (Cost Item 2), which can have its own section total and/or be included in the overall project cost total.

1. Go to Template Management

• Navigate to the Templates section in your SiteCapture admin dashboard.
• Select the template you want to add cost items to, or create a new one.

2. Creating Cost Item Fields: Add a new field or edit an existing field and under Workflow field, select "Cost Item" or "Cost Item 2".

3. How to Calculate Cost Item Totals in a Workflow

To calculate totals from Cost Item or Cost Item 2 in your workflow, follow these steps:

1. Add a New Field to the Workflow Step
   Create a new field where you want the total to appear.
2. Set the Workflow Field Type
   In the field settings, choose one of the following based on what you're calculating:

• For Cost Item:
• Select Section Cost Total to calculate the total for that specific cost item section.
• Select Project Cost Total to calculate the total across the entire project.
• For Cost Item 2:
• Select Section Cost Total 2 for that specific section.
• Select Project Cost Total 2 for the entire project total.
• ✅ Tip: Use section totals if you only want to total costs within a single section. Use project totals to include all cost entries from the cost item across the entire project.

4. Testing and Publishing Your Template

Once you've finished setting up your template, it's important to test your cost items and calculations to ensure accuracy:

1. Run a Test Project
   Create a test project using the template and enter sample cost data to verify that all calculations (such as section totals and project totals) are working correctly.
2. Review Calculations
   Confirm that formulas are behaving as expected and that all cost item fields are displaying and calculating properly.
3. Publish the Template
   Once you've validated that everything functions correctly, go ahead and publish the template to make it available for live use.