Cost breakdown
To view a Cost Breakdown while editing an estimate, click the three dot button in the top right corner of the estimate and select the "Cost Breakdown PDF" option.
Start by opening the Estimates page from the left sidebar. Then find the estimate you are wanting to see the Cost Breakdown of and open it by clicking the edit icon in the top right, or any part of the estimate card.
Next, press the three dots at the top right of the estimate and select "Cost Breakdown PDF".
Here is the PDF of the Cost Breakdown of your estimate detailing your cost lines with quantity, hard cost, markup and overall price. You can save or print this view from here as well by clicking the "Print / Save As PDF" button at the top. You can also choose to have Descriptions from the estimate show for each cost line by toggling on the "Show Descriptions on Cost Lines" button at the top.
You can also view you cost breakdown by scrolling down to the description and pricing section and clicking on "View Cost Breakdown"
You will be able to view the Cost Breakdown of your estimate detailing your cost lines with quantity, hard cost, markup and overall price.
Company Costs
Company costs are available at the bottom of the estimate editor, including labor, materials, other costs, gross profit, and margins.
If you would like to track the expenses on your project, click on this link:
How do I access the Project Budget/Job Costing page?
At the bottom of the estimate editor screen are various cost metrics, including:
- Labor costs
- Materials costs
- Other costs
- Total costs
- Gross profit
- Discounts
- Markups
- Margins
If the estimate is accepted and locked (see highlighted area 1 in the below image below), the individual line item cost can be viewed by clicking the "View Cost Breakdown" button.
Once that option is selected, the approved estimate should look like the image below and display the company cost of each line item.
If the Estimate is not yet approved, costs for each line item can be adjusted. To do that, adjust the number in the "Cost per EA" field, or:
- Expand the section to view line items
- Expand the specific line item
- Adjust the "Company Cost per Unit" field as needed
- The quantity and cost per unit are displayed to the right
Questions? Let's Chat.
support@projul.com
(844) 776-5853