The Costing Module is a break down the project costs from the project estimate. Costs must be associated to defined Cost Accounts. Gate Three uses CSI codes that can be imported via a CSV file or created one by one in the system. You may organize Cost Accounts by: Cost Account Type (Labour, Material, Subcontracted, Equipment, Others) Phase, or Location.

These are internal Project Costs, they will be linked to the Project Budget breakdown and hidden from the (Client) Prime Billing Pay Application.

The Costing module may be managed and configured by an authorized user with the proper proper Access Control Level (ACL).

Costing Module Views:

• Project Cost Account
• Cost Accounts Summary
• Estimate Summary by Cost Code

Access the Costing Module

1. Ensure you are logged into a project.
2. Click on the Start Menu.
3. Click on Financials.
4. Click on Costing.

Project Cost Accounts View

This view is a flat view of all Cost Codes broken down by type, phase, and location and the amounts for each line item.

1. Click on the View Menu.
2. Click on Project Cost Accounts View.
3. Original Budget: Is the amount configured in the Project Cost Account Settings Original Budget Amount.
4. Total Original Budget: Is the total amount of all Saved Cost Account Summary lines.
5. Navigation Buttons:

• • Delete Draft Cost Accounts: Deletes any selected Draft Cost Accounts
  • Save: Saves any selected Draft Cost Accounts
  • Create Report: Generates a PDF report which shows all Cost to Date and Current Budget for Cost Accounts as related to Budget Lines.
  • Save cost account type: Allows the modification of cost accounts as selected and determined by the "Select Cost Account Type" drop down menu.
    Click here to follow step-by-step instructions on how to modify Cost Account type. 

Cost Accounts Summary View

This view provides a rolled up version of all Cost Account Summaries. Cost Codes will be listed once, and any differential to type, phase, or location will be seen only if you Open the Cost Account Summary, or use the Project Cost Accounts view.

1. Click on the View Menu.
2. Click on Cost Accounts Summary View.
3. The View has the following Columns:

• Cost Code: The Cost Code Number
• Description: The Description of the Cost Code
• Is Draft: Whether this Cost Account Summary document is Draft. Draft documents cannot have any transactions against them and may be deleted.
• Actions: You may Open a Cost Account Summary document from here, or Edit the document.
• Original Budget: The Original Amount as denoted by the Estimate.
• Current Budget: The Current Amount, including Changes and Budget Transfers.
• Pending Cost: A Cost Transaction that is Under Review.
• Committed Cost: A Committed Amount, from Subcontracts or Purchase Orders or Costs Incurred.
• Cost To Date: All Active Cost Transactions.

4. Those columns are then organized into Type Totals (Labour, Material, Subcontracted, Equipment, Others) which are accessed by using the scroll bar.

Estimate Summary by Cost Code

In this view you can see your Estimate Summary as broken down in the Preconstruction Module. To follow step by step instructions on how to merge your Estimate Summary to the Costing Module, click here.

To view the Estimate Summary by Cost Code view:

1. Click on the View Menu.
2. Click on Estimate Summary by Cost Code View.