Cost Calculation

  1. 6.1 How to add a new cost calculation rule
  2. 6.2 How to edit a cost calculation rule
  3. 6.3 How to copy a cost calculation rule
  4. 6.4 How to delete a cost calculation rule

 

rules

If you activated the cost calculation in the project's settings, you may create rules for your study that will be used for the cost calculation. Go to Project Setup > Cost Calculation. There, a list is displayed containing all rules that were already created for your project. To add a new rule, click the grey plus icon in the upper right corner of your browser. With each cost calculation rule a blue pencil and a red trash can are provided for editing and deleting. If you wish to copy a cost calculation rule click the green copy icon.

 

With each cost calculation rule the following settings are available:

Active: Activate the checkbox if the rule should be considered by the cost calculation.

Name: The cost calculation rule's name.

Description: Here, you can enter a short description of the cost calculation rule.

Costs [per year for a working time of 100%]: Enter the costs.

 

Rule Details: Here you can directly assign specific participants or set rules to assign participants automatically.

 

How to add a new cost calculation rule:

1. In the administration of your project, go to Project Setup > Cost Calculation.

2. Click the grey plus icon add in the upper right corner of your browser.

3. Fill out the form displayed in the dialog.

4. Click Save.

 

How to edit a cost calculation rule:

1. In the administration of your project, go to Project Setup > Cost Calculation.

2. Find the rule you wish to edit and click the blue pencil edit next to it.

3. Enter your changes.

4. Click Save.

 

How to copy a cost calculation rule:

1. In the administration of your project, go to Project Setup > Cost Calculation.

2. Find the rule you wish to copy and click the green copy icon copy next to it.

3. If necessary, enter your changes.

4. Click Save.

 

How to delete a cost calculation rule:

1. In the administration of your project, go to Project Setup > Cost Calculation.

2. Find the rule you wish to delete and click the red trash can delete next to it.

3. Confirm your decision to delete this rule by clicking OK.