Short Courses users can track the costs involved in running a Programme occurrence, including recording both projected and actual costs for the occurrence.
Cost types are set up in the Configuration Manager and are allocated to an occurrence by right-clicking on the Costs node in the Programme Manager and selecting Add cost to occurrence:
This will display the Occurrence Costs Wizard:
- Select the Cost type that you want to record. If you need to add/edit a Cost Type, press the Handy Button to the left of the field.
- This box will be enabled if the selected cost type (such as a Tutor Fee) has been set in the Configuration Manager to require a staff member. If the dropdown is enabled, you must select a staff member.
- Enter the amount that you expect this item to cost you.
- Later, you can record the actual amount that was spent on this item.
Note: The option to select a Ledger is available via the dropdown menu. If the selected Cost type has a ledger configured, the Ledger field will populate based on that item.
The budgeted and actual costs are displayed under the Details node in the Programme Manager:
