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Creating a Cost Account

Proliance creates a default cost account for every workspace. You can create additional cost accounts based on the way you need to manage your budget and costs.

When you add a new cost account, its default workflow state is Active. Its default book type is the default for cost account documents in your workspace. Otherwise, it is the default book type for the workspace.

To create a cost account

  1. Open the Cost Accounts register
  2. Click New to create a cost account using the default template.

    3. —or—

    Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

    A blank cost account appears. Some information may already be filled in, depending on the template used.

  3. In the Title field, type the title of the cost account.
  4. Optionally choose a default budget and cost allocation from the Line Items page.
  5. If you are performing a workflow action on the cost account, complete the information required for this action. For more information, see "Cost Account Workflow Actions" for a list of preconditions for a specific action.
  6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    7. Please refer to the following for more information on the fields for each page:

  7. Click Save when done.

    8. Proliance saves the new cost account.

    What can I do now?

Tip:

  • You can also create new cost accounts directly from the Cost Accounts dialog box.