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Actual Cost (Financial Plan)

Overview​

Actual Cost lets you record and review Actual Cost entries within a Financial Plan. You use it to capture Amount and Notes against a selected Cost Line and Entity, and to view supporting Files and File entries tied to actual cost lines.

How to access​

  1. In the Compass sidebar, click Finance.
  2. Click Financial Plans.
  3. Open a Single Financial Plan.
  4. Click the Actual Cost tab.

Key features​

  • View Financial Plan Detail information while working in the Actual Cost tab.
  • Add actual cost entries using Add New Entry.
  • Edit actual cost entries (includes Save Changes).
  • Delete items using Delete Item.
  • Bulk delete using Bulk Delete.
  • Work with supporting files:
    • View Files and manage files, including Delete file.
  • See actual cost entries in the Actual Cost Table with these columns: Actions, Cost Line, Entity, Amount, Notes, Created At, Created By, Updated At, Updated By.
  • See files attached to actual cost lines in the Actual Cost Line Files Table with these columns: Actions, Name, Date Created, Added By.

Field descriptions​

  • Actual Cost: The financial plan area where you manage actual cost entries.
  • Actual Cost Line Entity: The entity associated with an actual cost line.
  • Actual Cost To Date: The actual cost amount to date.
  • Add New Entry: Adds a new actual cost entry.
  • Amount: The value recorded for an actual cost entry.
  • Cost Line: The cost line the entry is recorded against.
  • Cost Line Entity: The entity associated with a cost line.
  • Entity: The entity selected for the actual cost entry.
  • Notes: Notes recorded on the actual cost entry.
  • Files: Files associated with actual cost information.
  • File: A file associated with an actual cost line.
  • Delete Item: Removes an actual cost entry.
  • Delete file: Removes a file from an actual cost line.
  • Save Changes: Saves edits you make to actual cost information.