Costing & Connections
Open a saved Project to use the Costing & Billing and Links tabs.
Costing & Billing
Go to: Projects → Project → open a project → Costing & Billing
| Measure | Meaning |
|---|---|
| Estimated Cost | Estimate entered on the project |
| Total Actual Cost | Connected expenses, purchase invoices, material consumption, and other included expenses |
| Actual Revenue | Connected sales invoice revenue |
| Margin | Actual Revenue − Total Actual Cost |
Expandable sections show:
| Section | Values |
|---|---|
| Cost Breakdown | Expenses, Purchase Invoices, Material Consumption |
| Revenue | Planned Revenue (Sales Orders), Actual Revenue (Sales Invoices) |
All amounts use organization currency. Draft and cancelled documents are excluded.
Purchase invoices, material consumption, and other expenses contribute to actual cost. Sales Orders provide planned revenue, while Sales Invoices provide actual revenue. Margin is actual revenue minus actual cost.
A document contributes only when it is linked through its Project accounting dimension. A matching customer name or description is not enough.
Links
Go to: Projects → Project → open a project → Links
The Links tab groups related records and shows their counts. Click a record type to open a project-filtered list, or use its create action to start a record with the project prefilled where supported.
| Group | Connected records |
|---|---|
| Sales | Proforma Invoice, Sales Order, Sales Invoice, Delivery Note |
| Purchase | Purchase Request, Purchase Order, Purchase Invoice, Goods Received Note |
| Inventory | Stock Entry, Stock Opening, Manufacturing Entry |
| Payments | Payment Entry, Journal Entry |
| Work Orders | Work Order |
| HR | Employee Onboarding |
| Timesheets | Timesheets |
Recommended workflow
- Open the project and select Links.
- Create or open the record from the correct group.
- Confirm its Project field or accounting dimension.
- Complete the record’s own approval or submission workflow.
- Return to the project and refresh the counts and costing.
| Situation | Result |
|---|---|
| Document is Draft or Cancelled | It may be connected but excluded from costing |
| Sales Order exists without Sales Invoice | Planned revenue exists without actual revenue |
| Document lacks the Project dimension | It does not contribute to this project |
| Timesheet is connected | It appears in time reports; costing still follows the listed financial sources |
For project-wide transaction details, open the Project Activity Report.