Confirming the relevant project cost
Important
The Confirm costs function is not yet supported in the New costs tab at this stage of the Beta program.
If required, you can confirm a cost that has been generated with a warning. The warning notification is then removed from the relevant cost. It is not possible to confirm a cost that has been generated with an error.
Important
New costs are a Beta feature.
Costs generated in the New costs tab screen are based on the details entered in the Users > Edit user > New rate cards tab screen. For details, see New rate cards.
Neither New costs nor New rate cards have any influence on the current project costs (managed in the Projects > Project Editor > Estimates > Costs tab screen).
Select Projects > Project list tab.
From the Project list, select the project for which you want to generate costs.
You can use the features in the Simple search and Advanced search tab screens to find the relevant project.
In the relevant project row, select the context menu icon
in the left-hand side column.
From the context menu, select
Show Estimates . Then, select the New costs tab at the top of the screen.
Note
Show Costs will replace the
Show Estimates option if your XTM Cloud Administrator has selected the Disable proposals in project estimates setting (for details, see Cost settings).
Result: a list of all project costs generated so far for the relevant project is displayed in the New costs tab screen.
In the project costs list, find the relevant cost.
In the relevant cost row, select the context menu icon
on the right-hand side of the screen.
From the context menu, select Confirm costs.
Result: the project cost that had been generated with a warning is now displayed as a correctly generated cost, in the New costs tab screen.
If required, in the New Costs tab screen, you can also: