Managing Cost Groups

In your agency some cost items might always work together. For example, for the installation of the fire hydrant, the cost items always include the contractor, a fire hydrant, a hose, and some other items. The Work Order portlet allows users to look up and select cost items by cost groups. If you can group the cost items together, you can simplify the work order creation process.

Topics

Creating a Cost Group

You can select cost items and create a cost group for them.

To create a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Click New.

    Civic Platform displays the cost group details in the secondary tab.

  3. Specify the group name, provide a description for the group if you want, and then click Submit.

    Civic Platform displays a list of all existing cost groups including the item just recorded.

Searching for a Cost Group

You can search for a cost group and edit it.

To search for a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Click Search.

    Civic Platform displays the Cost Group search form portlet.

  3. Specify the group name, provide a description for the group if you want, and then click Submit.

    Civic Platform displays a list of cost groups that match the search criteria.

Editing a Cost Group

You can select a cost group and edit the details.

To edit a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Click the link for the cost group you want to modify.

    You might need to search for the cost item. For instructions on performing a search, see Searching for a Cost Group.

    Civic Platform displays the Cost Group details.

  3. Update the necessary fields that display.

  4. Click Save.

    Civic Platform saves the changes for the cost group.

Deleting a Cost Group

You can delete any cost group that you no longer need.

To delete a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Select each cost group that you want to delete.

    Civic Platform displays the fields that apply to the cost group.

  3. Click Delete.

    Civic Platform displays a message indicating cost group(s) deleted successfully.

Managing Cost Items in a Cost Group

The Cost Item tab for a cost group lists all the cost items you add into the cost group.

Topics

Adding Cost Items into a Cost Group

If you find that some cost items are missing from the cost group, you can look up all available cost items to find the cost items and add them to the cost group.

To add cost items into a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Click Look Up in the Cost Item tab for a cost group.

    Civic Platform displays the fields that apply to the cost item for the look up.

  3. Complete the appropriate fields based on which you want to look for cost items. For a description of fields, see Table 1.

  4. Click Submit.

    Civic Platform displays the lookup result list.

  5. Select the cost items you want to add to the cost group.

  6. Click Select.

    Civic Platform displays a confirmation message.

Removing Cost Items from a Cost Group

You can remove any cost item from a cost group.

To remove cost items from a cost group

  1. Access the Cost Group (Navigating to the Setup Portlet).

  2. Click the link for the cost group you want to modify. You might need to search for the cost item.

    Civic Platform displays the cost group details in the secondary tab.

  3. Select the Cost Item tab.

    Civic Platform displays a list of cost items included in the cost group.

  4. To remove one or more items, select the items and then click Delete.

    Civic Platform displays a confirmation message.

Managing Cost Group Permissions

You can see the agencies, modules, user groups, departments, and users assigned to the cost group on the Recipient tab in the Cost Group portlet (Navigating to the Setup Portlet). For more information, see Setting Up Security Policies.