You can anticipate some costs, so Current RMS automatically adds those to your opportunities for you. Automatically added costs for sub-rentals, sub-contract services, group bookings, and external bookable resources are always added as provisional costs.
We add these as provisional because they’re expected, but might be subject to change.
When you receive an invoice from your vendor, add an actual cost to record the final cost total. Actual costs are used in predicted profit calculations over provisional costs, so you can get an accurate representation of the profit that you’re making on an opportunity.
To view and add costs, click the Costs view button at the top of the items list. It’s available when your opportunity is a draft, quotation, or an order.
Set actual cost
To set an actual cost, click the blue arrow to the right of cost and choose Set actual cost.
On the pop-up that appears, enter a unit cost. This is multiplied by the quantity to calculate your actual cost total.
Keep in mind that you don’t need to set an actual cost. Where actual costs aren’t specified, Current uses the provisional cost to calculate predicted profit.
Click on the provisional or actual cost in the costs view to change.