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Creating a Cost Event from Workspace Documents

You can create a cost event from another workspace document, such as a contract, change order, or RFI. This ensures that any document with a budget impact is properly defined and categorized as revenue or as an expense.

 To create a cost event from a workspace document

  1. Open the document that has an effect on your workspace's budget or expense.

  2. Click Options > Apply to New Document.

    3. The Apply to New Document dialog box appears.

  3. Select Cost Event from the drop-down list.
  4. Select the document template to use and then click OK.

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

  5. In the Title field, type a title for the cost event.
  6. If you are performing a workflow action on the cost event, complete the information required for this action. For more information, see "Cost Event Workflow Actions" for a list of preconditions for a specific action.
  7. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

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

  8. Click Save when done.

    9. Proliance saves the new cost event.

    What can I do now?

Note:

  • Proliance associates these two documents by entering a reference of the workspace document into the Initiating Document Reference box of the new cost event.
  • If the initiating document is also associated to a contract, Proliance also copies the contract reference to the new cost event.
  • A Proliance document also contains information about itself, such as who created the document, and which workspace the document was created in. For more information, see "Common Document Information".